Membership Toolkit makes the role of treasurer much easier

Top 10 Reasons Your PTA Treasurer Needs Our Online Accounting Software

Finding someone to step up into the role of Treasurer can sometimes be a difficult task. The candidate needs to be able to wrap their head around a lot of numbers. They need to be detail-oriented. They need to be task masters. They need to be able to pull up any report having to do with transactions, deposits, check cashing, check writing, profit and losses, budgets, taxes, reports for your audits, the list goes on. Volunteers often feel too overwhelmed or underqualified to step up for this position.  Membership Toolkit makes the role of Treasurer much easier and most importantly, accurate and efficient with these top reasons.

 

1. Complete Integration With Your Order Processing System

Our system automatically allocates funds to the appropriate income ledgers so that income does not need to be manually categorized.  Set up your products and income accounts and the system automatically creates the journal entries to recognize income accordingly. 

2. Choice of Payment Processors

Our accounting tools are seamlessly integrated with a choice of payment processors, allowing you to choose the option most appropriate to your needs.

3. Your Parent Organization Applies Sales Tax When Applicable

If you are selling something that is taxable, the system automatically calculates and tracks that cost for you.  

4. Chart of Accounts Specific To Your Parent Organization

Accounts are easy to set up, modify and maintain. You are easily able to grow with your organization. 

Membership Toolkit helps treasurers maintain accounts



5. Your Treasurer Can Easily Print Checks

You can track the checks you write and even choose to print them directly from your system.  

6. Keep Your Board On Track With Easy To Use Budget Reports

See (and share) your budget as well as your current financial position with just a click of a button.  Creating the correct report is a breeze.  

7. Reconciliation Each Month is A Breeze

 

Our software is easy to use with comprehensive reporting to assist in keeping your books up-to-date and accurate.

reconciliation detail

8. Reports That Are So Easy To Generate, They Practically Write Temselves

 If you are responsible for your organization’s finances, then reports are vital. Many reports can be viewed or downloaded as Excel files or PDFs, ready for reporting to your board at any time. Whether it’s income reports, budget reports, transaction reports, income and expense reports, or something else, we’ve got you covered.

9. An Online System So Highly Configurable, It Is The Perfect Fit For Any Parent Organization

Our Accounting Tools can be modified to best suit the needs of your organization–estimation of processing fees, offline payments, pass-through fees, shipping and handling fees, and sales tax can all be configured to meet the needs of your organization.

10. Customer Support

Our unmatched customer support is worth its weight in gold. We will help you with any questions and make sure that your Treasurer is supported throughout the year with helpful links, webinars, tutorials and help tickets. 

Filling a board can always be a bit of a struggle. With Membership Toolkit, you don’t need an accountant to be your Treasurer.  You can fill that position with the promise that your volunteer will be supported along the way and you can feel secure in knowing it will all be in one place, under one umbrella, and done correctly.

Idea Book - Technology Tips for Non Profits from Membership Toolkit
OUR TOP TECHNOLOGY TIPS FOR MAKING LIFE EASIER AND HAPPIER FOR YOUR PARENT ORGANIZATION!
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ALL-IN-ONE SOFTWARE FOR BUSY ORGANIZATIONS
Finding someone to step up into the role of Treasurer can sometimes be a difficult task. Volunteers often feel too overwhelmed or underqualified to step up for this position. Membership Toolkit makes the role of Treasurer much easier and most importantly, accurate and efficient with these top reasons.
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