Cash management is a crucial aspect of your club’s administration. Klubaro simplifies this task by providing a clear, detailed view of all financial transactions. Here’s how to use this feature effectively :
Access the Cashbox
To manage your cash register, go to the ‘Finance’ menu and select ‘Cashbox’. This will give you an overview of all your club’s financial transactions.
Understanding the Cashbox view
The Cashbox page displays a list of all your members and their associated transactions. You will find :
- The member’s name
- The amount of each transaction
- Payment status (indicated by a colour code: green for paid, red for unpaid)
- Action icons for every transaction
View member details
To view detailed transactions for a specific member :
- Click on the member’s name in the list.
- A panel will open, displaying all the transactions linked to this member, including subscriptions, insurance and other payments.
Examine a specific transaction
For more information on a particular transaction :
- Look for the eye icon next to the transaction.
- Click on this icon to open the transaction details view.
- You will see information such as the date, the amount, the payment method and the article concerned.
Managing payments
Klubaro lets you manage payments efficiently :
- To mark a payment as received, use the appropriate icon next to the transaction.
- If a payment is overdue, you can send a reminder directly from this interface using the notification icon.
Advantages of the cashbox management with Klubaro
- Real-time monitoring : instantly view your club’s financial situation.
- Detailed history : easy access to the complete transaction history of each member.
- Managing overdue payments : quickly identify late payments and send reminders.
- Data export : export your financial data in Excel format for more in-depth analysis or for your accounts.
By using this feature regularly, you will maintain sound and transparent financial management of your club. This will enable you to make informed decisions about your organisation’s finances and ensure clear communication with your members about their payments.
Don’t forget to check your cashbox regularly to ensure that your club’s finances are under optimum control. Proactive cash management will contribute greatly to the financial health and smooth running of your organisation.