How do I record revenue or an expense?

Open the financial year, Movements tab, tap Add a movement, choose Revenue or Spent, fill in the label, date, category, customer or provider and amount, then tap Save. Validated memberships and shop sales are recorded automatically.

Add a movement

1. In Manage the club > Accounting, tap Current exercice (or open a year from Others exercices).
2. In the Movements tab, tap Add a movement.
3. At the top of the Movement window, choose Revenue or Spent.
4. Fill in:
   • Label: for example “2026 federation licences” or “Training cones”;
   • Date: it cannot be later than the end of the financial year;
   • Category: pick it from the list, or tap “+” to create one;
   • Customer (for revenue) or Provider (for an expense): pick it, or tap “+” to create it;
   • Amount, and the currency in the list on the right if it differs from the club’s.
5. For a donation received, turn on Is a donation: see How do I issue a tax receipt for a donation?
6. Optional: under Invoice or receipt, tap Take photo to attach a photo or PDF of the supporting document.
7. Tap Save.

All fields except the receipt and the donation flag are required. The date must fall within one of the club’s financial years: otherwise the movement is not saved and the app asks you to change the date or create the financial year first. If the date places the movement in another financial year, the app says so (Change of exercise) and offers Stay on the current or Change exercise.

Read the list of movements

Each line shows an arrow (in or out), the label, the customer or provider and the category, the date and the signed amount. The Receipt badge marks an attached file, the Donation badge a donation. Movements are sorted newest first; the Previous exercice card at the bottom shows the opening balance.

Edit, clone, attach a receipt

Tap a movement to reopen its Movement window:

• change the fields and tap Save;
• Clone creates a copy of the movement, without its receipt: handy for a monthly expense;
• under Invoice or receipt, Change photo replaces the file, Download saves it to your device, Delete removes it; for a PDF, Open file displays it.

Note

A movement cannot be deleted from the app. To fix a mistake, correct the movement (amount, date, label) rather than creating a new one.

Automatic movements

Some movements are created without any input, with their invoice attached:

Event	Movement created
Membership validated by the club	Revenue “Membership” followed by the member’s name, customer and category “Memberships”, for the amount paid
Shop order paid	Revenue “Shop” followed by the order number, customer and category “Shop”, for the order amount
Online payments paid out	Expense “CaniClub Connect” followed by the invoice number, provider and category “Canicompet”, for the fees

You can open and edit them like any other, for example to change their category. See What are the fees for online payments?

Organise movements

Categories, customers and providers can also be managed from Manage the club > Accounting: see How do I manage categories, customers and providers?. For the journal and balance sheet, see How do I export the bookkeeping to Excel?.