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Accounting/Budgeting

  • 24/7 Cloud based access from a Desktop, Mobile or Tablet from anywhere. It is the only accounting system designed and adapted to work on any device. Enter your accounts on the beach on a Tablet or Phone if you want. It is that easy.
  • Easy for all Parent Teacher Groups Treasurers because it is specially designed just for the PTA/PTO Finances. We do not cater to any other industries or groups unlike other accounting systems. Our mission is only to serve Parent Teacher Organizations.
  • Treasurer’s Dashboard includes Bank Balances and Income Summary
  • Unlimited Chart of Accounts.
  • Budgeting. See Actuals/Variance along with Budget Amounts for Monthly or Annual YTD.
  • Unlimited Transactions for Deposits , Withdrawals & Transfers.
  • Bank Reconciliation and Bank Register at the click of a button.
  • Management Reporting for Committees/Fundraiser groups. Analyze easily which Committees/Fundraiser groups brings in more Income or spends more with summaries and graphs
  • Transaction Reports By Account Groups, By Committees, By Contacts, By 990EZ classifications. Get your reports in 100 different ways.
  • Income Statement with Summaries and Graphs for Budget , Actuals & Variances. Flexible adding and removal of columns
  • Prepare for your IRS tax filing with the automated 990EZ Report and generated 990EZ Tax form
  • Even though it is a Cash based system, you still can open Assets and Liability accounts for Sales Tax Payable or Funds going to National or State PTA and do transactions with these Liability accounts. With this flexibility, you are not forced with workarounds like pseudo bank accounts or showing your funds in the Income Statement which do not belong there with forced descriptions.
  • Real Time reports can be displayed/ printed in one click with graphs and summaries on the screen or downloaded as a PDF document, Word Document or Excel document for easy and on the spot presentation on Mobile, Tablet or Desktop.
  • Our accounting system is integrated with a variety of other features that are useful for parent teacher organizations, including membership management, volunteer management, student directory, and document management. It also includes a role-based access system, an online store, an email blast feature, a website builder, and the ability to generate QR codes. All of these features make our system the only all-in-one solution for PTA’s, PTO’s, and other parent teacher groups.
  • With role-based security, you can control which users have access to the finance manager and specific features within it, such as the ability to make changes or only view the income statement. You can see an example of this in action by accessing the finance module in the demo account, where you will notice that the entire module is set to read-only.
  • Comprehensive Help & Video Tutorial
  • Free US Based Support via Email/Phone/Text or you can open support tickets.
  • We offer a 30-day free trial of our product, allowing you to fully explore all of its features without any obligations. All features are available for you to test out during the trial period. Our knowledgebase is also available on our website for you to access and learn more about the product. Unlike some other systems, we do not hide any features or require you to subscribe before you can try everything out. We believe that you should have the opportunity to fully evaluate our product before making a decision to purchase.
  • We are committed to providing everything that a parent teacher organization needs to be successful. If you have any ideas for additional features or tools that you believe would be relevant and useful for PTA’s and PTO’s, please let us know. We will do our best to develop and make those resources available to you at no charge. We are confident that we can offer everything a PTA or PTO needs to thrive.
  • We understand the importance of supporting parent teacher organizations and the future of our children. If you are a newly formed PTA or PTO and do not have the funds to pay for our system at the moment, please let us know. We will work with you to ensure that your organization has access to the tools it needs to succeed, and you can pay us once your organization is able to collect membership fees. We want to support the success of all our PTA’s and PTO’s, regardless of their current financial situation.

 

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