Small Business Management for Clubs Product Presentation “We provide the winning edge”

Main Menu of the Small Club Management program

Provides easy access to maintain up-to-date records for your: Provides easy access to maintain up-to-date records for your: Client details, Client details, Member details and Member details and Supplier details. Supplier details. Provides an up-to-date business directory for your clubs staff, officials and members. Provides an up-to-date business directory for your clubs staff, officials and members.

Main Menu of the Small Club Management program Provides access to other Microsoft Office programs to assist in your administration duties without leaving the Small Club Management program. Provides access to other Microsoft Office programs to assist in your administration duties without leaving the Small Club Management program. Create letters and forms in Word Create letters and forms in Word Send s to clients, members and suppliers from Outlook Send s to clients, members and suppliers from Outlook Maintain your appointments, tasks reminders in Outlook Maintain your appointments, tasks reminders in Outlook Maintain worksheets in Excel Maintain worksheets in Excel

Main Menu of the Small Club Management program Latest up-to-date postcode search information at your finger-tips! Latest up-to-date postcode search information at your finger-tips! The latest “Tip of the Day” features on business thinking. The latest “Tip of the Day” features on business thinking. Access to your Online Support Services. Access to your Online Support Services.

Maintaining the Debtors Ledger The program supplies a very easy to maintain debtors system that supplies all your club’s requirements.

Maintaining the Debtors Ledger The Debtors Ledger Menu is accessed from Main Menu

Preparing invoices in advance saves time and ensures correct details are provided by member or client of your club When the date delivered has been entered into a pending invoice, the invoice has been completed and delivered to the member or client of your club. Print Invoice directly from form Maintaining the Debtors Ledger – Invoice Preparation

The program also enables you to issue a credit note to either a member or a client of your club Print Credit Note directly from form Maintaining the Debtors Ledger – Credit Notes

Maintaining credit control is an important part of any small club operation. Access is from the Debtors Ledger menu. Maintaining the Debtors Ledger – Credit Control

Select the type of credit application you wish to give to your customer ….. Each type is designed for the type of debtor that is applying for credit ….. The key is to ensure that the member or client that you wish to have as a customer should complete a credit application as part of your club’s credit policy. Remember, a debt is required to be paid and the collection banked into your club’s bank account !! Maintaining the Debtors Ledger – Credit Applications

Record the transactions that make up your current batch of bank deposits Allocate transactions directly to ledger – there is no double handling therefore saving time Non-Member Payers are selected from drop-down list Maintaining the Debtors Ledger – Non Member Cash Receipts

Maintaining the Debtors Ledger Debtors statements activated directly from the credit control menu Debtors statements activated directly from the credit control menu Aged debtors report also activated from the credit control menu Aged debtors report also activated from the credit control menu The need for effective credit control assists in good cash flow for all clubs

Maintaining the Debtors Ledger – Invoice Processing Process all completed invoices at the press of a button on the Debtors Ledger Menu Process all completed invoices at the press of a button on the Debtors Ledger Menu

Maintaining the Cash Books The program supplies an easy to maintain cash book system that meets all your club’s requirements.

The Banking Transaction Menu is accessed from Main Menu Maintaining the Cash Books

Record the transactions that make up your current batch of bank deposits Allocate transactions directly to ledger – there is no double handling therefore saving time Members are selected from drop-down list Maintaining the Cash Books – Members’ Cash Receipts

Allocate transactions directly to ledger – there is no double handling therefore saving time Prepare Cheques before release Record the transactions that make up your current batch of cheques to be released Just tick when cheque released Maintaining the Cash Books – Cheque Payments

Tick all presented transactions appearing on bank statement The bank reconciliation is as simple as that ! ! ! Maintaining the Cash Books – Bank Reconciliation

Maintaining the Ledger Transactions The program supplies an easy to maintain ledger system that meets all your club’s requirements.

The Ledger Accounts Menu is accessed from Main Menu Maintaining the Ledger Accounts

Click here to see your current chart of accounts report Maintaining the Ledger Accounts – Chart of Accounts

Review all existing journal transactions within any period. Print report of all journals for any specific period Maintaining the Ledger Accounts – General Journals

Print journal from this form Simple to prepare with drop-down lists for ledger selection Maintaining the Ledger Accounts – General Journals

Select any ledger account from the drop-down list Maintaining the Ledger Accounts – Account Enquiry

Click here to see your current account summary report Maintaining the Ledger Accounts – Account Summary

The Small Business Management Reporting system The program supplies a very easy to maintain reporting system that meets all your club’s requirements. Access to the reports menu is from the Main Menu

Select report from drop-down box Select report from drop-down box Set dates for your report period Your reports – the finished product …

The Administrator Controls Password Security Controls Password Security Review of Database Tables Review of Database Tables Reset Autonumbers in specific database tables Reset Autonumbers in specific database tables Edit Chart of Accounts and add new accounts to the list Edit Chart of Accounts and add new accounts to the list Review system information Review system information Establishes details of the club that is displayed in all forms and reports of this program Establishes details of the club that is displayed in all forms and reports of this program

The Administrator Once your program has been installed and allocated a password for the Administrator Access to this section of the program is restricted. of the program is restricted.

Database Maintenance – maintaining: Bank Account Details Bank Account Details Bank Transaction Types Bank Transaction Types Invoice Messages Invoice Messages Departments Departments Employee Details Employee Details Employee Occupations Employee Occupations Sales Codes Sales Codes Standard Paragraphs Standard Paragraphs Suburbs & Postcodes Suburbs & Postcodes Terms of Trade Terms of Trade Good maintenance is essential for your success with the program

Resolutions & Minutes of Meetings Samples of Minutes supplied for your reference Samples of Minutes supplied for your reference Annual General Meetings of members Annual General Meetings of members Special or Extraordinary General Meetings of members Special or Extraordinary General Meetings of members Samples of Trustee Minutes & Resolutions Samples of Trustee Minutes & Resolutions Appointment of Officers Appointment of Officers Opening of a Bank Account Opening of a Bank Account Trustee Meetings. Trustee Meetings. Access these from the Main Menu of the program

Small Business Management for Clubs The program for your club !! “We provide the winning edge”

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