FEATURES
Our easy-to-navigate interface creates a comfortable environment for those with limited accounting knowledge to confidently do their books.
Checks & Payments
Welcome to Payments, simplified. This feature allows you to generate all your required payments in any format needed. Payments can be produced in the form of paper checks or by capturing payments made by third-party providers such as Venmo or PayPal. Build your Vendor File while simultaneously generating payments! Vendor details can be created and saved on the fly when you’re posting a check, allowing for detailed payment history for each of your vendors. 1099s just got easier!
The Payments feature also provides project tracking so that your expenses on defined projects can be reported and designated appropriately.
Reports & registers
The Reports & Registers feature is complete with a full range of reporting capabilities to satisfy your organization’s financial needs. This feature allows you to successfully manage your organization’s accounting to comply with tax reporting requirements.
Swiftly pull reporting documents without the stress! All reports are available to view online at your convenience, and can be exported to various formats to suit your viewing needs. The Reports & Registers feature allows you to give limited or full access to different individuals, such as auditors and CPAs, so that they too can view and run reports as needed.
Receipts & Payments
The Collections & Deposits feature provides a simple and straightforward way for you to collect and record all money received. This service provides the capture and receipt of in-person and online payments whether in cash or electronic payments made through your online payment provider, Venmo, PayPal, and/or other online systems.
Our new technology allows you to easily receipt multiple teachers or collectors throughout the day.
Reconcile
Use our Reconcile feature to easily do your monthly reconciliations! We’ve greatly simplified this tedious task by utilizing a wizard “answer the question” approach. Swiftly mark cleared checks and deposits without the stress, resulting in a simple and accurate reconciliation process.
Reconciliations can be completed by the organization owner or a third party, such as a CPA, depending on the account’s defined user roles.
Adjustments
The Adjustments feature is one of our favorites! We utilize a “fill in the blank” approach to keeping your books nice and tidy that much easier. Debits and credits are not required for entry. Instead, we go ahead and post the proper accounting entry behind the scenes!
This feature provides a simple journal entry to address any entry needed beyond the automated check and receipt postings, including bank interest, bank charges, account transfers, and more!
