Small Business Small Business Management for ClubsManagement for Clubs

Product PresentationProduct Presentation

“We provide the winning edge”

Main Menu of the Small Club Management program

Main Menu of the Small Club Management program

Provides easy access to maintain up-to-Provides easy access to maintain up-to-date records for your:date records for your: Client details, Client details, Member details and Member details and Supplier details.Supplier details.

Provides an up-to-date business Provides an up-to-date business directory for your clubs staff, officials directory for your clubs staff, officials and members.and members.

Main Menu of the Small Club Management program

Provides access to other Microsoft Office Provides access to other Microsoft Office programs to assist in your administration programs to assist in your administration duties without leaving the Small Club duties without leaving the Small Club Management program.Management program.

Create letters and forms in WordCreate letters and forms in Word Send emails to clients, members and suppliers Send emails to clients, members and suppliers

from Outlookfrom Outlook Maintain your appointments, tasks reminders in Maintain your appointments, tasks reminders in

OutlookOutlook Maintain worksheets in ExcelMaintain worksheets in Excel

Main Menu of the Small Club Management program

Latest up-to-date postcode search Latest up-to-date postcode search information at your finger-tips!information at your finger-tips!

The latest “Tip of the Day” features The latest “Tip of the Day” features on business thinking.on business thinking.

Access to your Online Support Access to your Online Support Services.Services.

Maintaining the Debtors Maintaining the Debtors LedgerLedger

The program supplies a very The program supplies a very easy to maintain debtors easy to maintain debtors

system that supplies all your system that supplies all your club’s requirements.club’s requirements.

Maintaining the Debtors LedgerMaintaining 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 – Maintaining the Debtors Ledger – Invoice PreparationInvoice 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 – Maintaining the Debtors Ledger – Credit NotesCredit Notes

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

menu.

Maintaining the Debtors Ledger – Maintaining the Debtors Ledger – Credit ControlCredit 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 – Maintaining the Debtors Ledger – Credit ApplicationsCredit 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 – Maintaining the Debtors Ledger – Non Member Cash ReceiptsNon Member Cash Receipts

Maintaining the Debtors LedgerMaintaining the Debtors Ledger

Debtors statements Debtors statements activated directly activated directly from the credit from the credit control menucontrol menu

Aged debtors report Aged debtors report also activated from also activated from the credit control the credit control menumenu

The need for effective credit control assists in good cash flow for all clubs

Maintaining the Debtors Ledger – Maintaining the Debtors Ledger – Invoice ProcessingInvoice Processing

Process all Process all completed invoices completed invoices at the press of a at the press of a button on the button on the Debtors Ledger Debtors Ledger MenuMenu

Maintaining the Cash BooksMaintaining the Cash Books

The program supplies an The program supplies an easy to maintain cash book easy to maintain cash book system that meets all your system that meets all your

club’s requirements.club’s requirements.

The Banking Transaction Menu is accessed from Main Menu

Maintaining the Cash BooksMaintaining 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 – Maintaining the Cash Books – Members’ Cash ReceiptsMembers’ 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

releasedJust tick when cheque released

Maintaining the Cash Books – Maintaining the Cash Books – Cheque PaymentsCheque Payments

Tick all presented

transactions appearing on

bank statement

The bank reconciliation is as simple as that ! ! !

Maintaining the Cash Books – Maintaining the Cash Books – Bank ReconciliationBank Reconciliation

Maintaining the Ledger Maintaining the Ledger TransactionsTransactions

The program supplies an The program supplies an easy to maintain ledger easy to maintain ledger

system that meets all your system that meets all your club’s requirements.club’s requirements.

The Ledger Accounts Menu is accessed from Main Menu

Maintaining the Ledger AccountsMaintaining the Ledger Accounts

Click here to see your current chart of accounts

report

Maintaining the Ledger Accounts – Maintaining the Ledger Accounts –

Chart of AccountsChart of Accounts

Review all existing journal

transactions within any

period.

Print report of all journals for any specific

period

Maintaining the Ledger Accounts – Maintaining the Ledger Accounts –

General JournalsGeneral Journals

Print journal from this form

Simple to prepare with drop-down lists for ledger selection

Maintaining the Ledger Accounts – Maintaining the Ledger Accounts –

General JournalsGeneral Journals

Select any ledger account from the drop-down list

Maintaining the Ledger Accounts – Maintaining the Ledger Accounts –

Account EnquiryAccount Enquiry

Click here to see your current account

summary report

Maintaining the Ledger Accounts – Maintaining the Ledger Accounts –

Account SummaryAccount Summary

The Small Business The Small Business Management Management

Reporting systemReporting system

The program supplies a The program supplies a very easy to maintain very easy to maintain reporting system that reporting system that meets all your club’s meets all your club’s

requirements.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 Your reports – the finished product ……

The AdministratorThe Administrator Controls Password Controls Password

SecuritySecurity Review of Database Review of Database

TablesTables Reset Autonumbers in Reset Autonumbers in

specific database tablesspecific database tables Edit Chart of Accounts Edit Chart of Accounts

and add new accounts to and add new accounts to the listthe list

Review system Review system informationinformation

Establishes details of the Establishes details of the club that is displayed in club that is displayed in all forms and reports of all forms and reports of this program this program

The AdministratorThe Administrator

Once your program has been installed Once your program has been installed andand

allocated a password for the allocated a password for the AdministratorAdministrator

Access to this sectionAccess to this section of the program is of the program is

restrictedrestricted . .

Database Maintenance – Database Maintenance – maintaining:maintaining:

Bank Account DetailsBank Account Details Bank Transaction Bank Transaction

TypesTypes Invoice MessagesInvoice Messages DepartmentsDepartments Employee DetailsEmployee Details Employee OccupationsEmployee Occupations Sales CodesSales Codes Standard ParagraphsStandard Paragraphs Suburbs & PostcodesSuburbs & Postcodes Terms of TradeTerms of Trade Good maintenance is essential

for your success with the program

Resolutions & Minutes of Resolutions & Minutes of MeetingsMeetings

Samples of Minutes supplied for your Samples of Minutes supplied for your referencereference Annual General Meetings of membersAnnual General Meetings of members Special or Extraordinary General Meetings Special or Extraordinary General Meetings

of membersof members Samples of Trustee Minutes & Samples of Trustee Minutes &

ResolutionsResolutions Appointment of OfficersAppointment of Officers Opening of a Bank AccountOpening of a Bank Account Trustee MeetingsTrustee Meetings. .

Access these from the Main Menu

of the program

Small Business Small Business Management for ClubsManagement for Clubs

The program for your club !!The program for your club !!

“We provide the winning edge”

Small Business Small Business Management for ClubsManagement for Clubs

Click hereClick hereTo return to webpageTo return to webpage

“We provide the winning edge”