How do I start the club's bookkeeping?
In Manage the club > Accounting > Others exercices, tap Add, enter the Start and End of the financial year and tap Save. You can then enter the club’s revenue and expenses in the Movements tab.
Who can access the bookkeeping?
Section titled “Who can access the bookkeeping?”The Accounting section of Manage the club is reserved for club managers and people with the Accounting Manager right, who can view and add financial movements. See roles and rights.
Create a financial year
Section titled “Create a financial year”- Open the menu, then My club > Home, and tap Manage the club.
- In the Accounting section, tap Others exercices.
- Tap Add.
- In the Configuration tab, choose the Start date and the End date (for example 1 September to 31 August to match the sports season).
- Tap Save.
The financial year opens on the Movements tab. As long as no financial year exists, the Exercices page reminds you to add one before entering movements.
The previous year’s balance
Section titled “The previous year’s balance”At the bottom of the Movements tab, the Previous exercice card shows the opening balance. You do not enter it: the app adds up all revenue and subtracts all expenses recorded before the start date. It is updated as soon as an earlier movement is added or changed.
At the top of the Movements tab, the app shows the date of the latest movement and the cash balance on that date.
Switch between financial years
Section titled “Switch between financial years”- Current exercice (in Manage the club > Accounting) opens the financial year that contains today’s date.
- Others exercices lists all the club’s financial years, newest first.
- The Manage the club dashboard shows the current year’s Cash, with its Revenues and Expenses; tap it to open the financial year.
To change a financial year’s dates, open its Configuration tab, change Start or End and tap Save.