Accounting Tools - Download Guides
We have two downloadable/printable guides to help you navigate our accounting tools. You can find them on the Customer Resources page under the "Using Membership Toolkit" heading:
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Using the Accounting Tools - Download Guide
If you are planning to use the Accounting Tools in Membership Toolkit, we have a document on our Customer Resources page that you may find useful. This is a great guide for first time treasurers. Look under the "Using Membership Toolkit" heading in ...
Introduction to Accounting Webinar
One of the best (or most powerful) features in Membership Toolkit is that your online sales are integrated with your accounting tools! Learn the basics on how our accounting tools work. This recorded webinar is a great workshop for incoming ...
Accounting Configuration
Configuration Settings It is a good idea to setup your Accounting Configuration prior to running online sales. Step 1 - Go to Accounting / Configuration / Basic Configuration Current Fiscal Year Dates Set your fiscal year dates. These are the dates ...
Year End Checklist
The Year End Checklist is a list of all the steps that you need to complete at the end of the year as you transition your organization to a new year and new leadership. These steps must be completed by an Account Owner on your site. Go to Admin > ...
Accounting Reports
Income & Expense Report The Income & Expense report is a standard accounting report that produces an on-screen report of your income & expenses for a given date range. Go to Accounting / Reports / Standard Accounting Reports / Income & Expense ...