This is a powerful utility to maintain the details
of the transactions in your bank accounts in one centralised place and yet be accessible to only those authorised to do so.
This is ideal where several people need access to the same information on the
Clubs for the Treasurer, the Asst Treasurer, the Auditor, Committee
Personal husband & wife, partners, friends, families.
Business the Partners and the office staff.
There is no software to install on your computer - if you can read this then you
and your computer is ready to proceed (if you have a pre-approved Login_id and
It is simple to operate yet provides many
excellent features thus:
- Unlimited number of bank accounts.
- Unlimited number of transactions.
- Unlimited number of Income and Expenditure
Categories to sort your transactions.
- Unlimited number of Budgets.
- Transactions can be grouped into
"entities" ie Project No 1, Project No 2, Project No 3 (max
of 99) regardless of Bank
Account or Category Code or Date.
- Income & Expenditure Report.
- Bank Reconciliation Reports.
- Security: Access is restricted to those who have a
pre-approved Login-ID and Password.
There are 2 levels of access provided and your executive approve the levels
for each person's Login-id.
Administrators - those with this access level can Create & Edit
records. All modules are accessible. Probably given to only the people
actually responsible for the money (ie for a Club: the Treasurer and Asst
Supervisors - those with this access level can only View. All modules are accessible. Probably given other interested
parties to allow them to monitor the performances of the Administrators.
When you create an account with us, we allocate you a License
Key (ie an electronic signature) which
must be advised back to us whenever you request a change to access ID's etc.
People Changes: When there is a change of your
executive/staff we just change the
- Reliance on "old
George" - You don't have to rely on one person and their home computer for
your records - what happens if their computer fails? Or they fail? Clubs are becoming more
aware of the potential danger of this practice.
- We can create Fields & Reports to suit your
requirements (we can discuss whether a charge may apply).
- Speed input - dates are inputted ddmmyy
and amounts can be inputted (optionally) without a decimal point.
- Upload scans of an Invoice (or other
document) to "attach" to its transaction - have a 'paperless' no
|nz$10 per month
half yearly in advance)
|irrespective of the number of
Accounts, Transactions, Users, Categories
We can provide assistance and tuition via Skype.