Financial reports

Step by step, in writing

The same guide as the video. Tap a time to jump to that moment.

1. 0:02

   Most halls do this in a spreadsheet

   Which is fine until the treasurer changes and the spreadsheet goes with them.

2. 0:05

   Open Reports from the menu

3. 0:07

   Pick your period

   Your financial year, a single term, or last month.

4. 0:10

   Where the money came from

   Split by hirer type, so you can see what community hire actually costs you.

5. 0:13

   And which rooms earn

   Useful when somebody proposes spending money on the small room.

6. 0:16

   Export when you need to

   Hand the file to your accountant or paste the figures into your annual return.

7. 0:19

   Bring this to the meeting

   It answers the treasurer's report without a week of preparation.

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