Define asset and liability
accounts to track your group's assets and debt
Define income and expense accounts to
track how you earn and spend money
Identify reserve accounts to designate funds held for future use
Organize accounts hierarchically (in a
"tree") to provide maximum reporting flexibility
Activate or deactivate accounts to keep
your reports current
Budget your
accounts by month, quarter, half or fiscal year
Limit account use to specific bands or
groups, or open it for your entire organization
Generate Account List, Account Summary,
Account Register, Annual Budget, and Budget Status reports
Transactions
Enter transactions in
a standard account "register" format
Identify multiple sources of income or destinations of expense per
transaction
Track which students,
boosters, or sponsors have provided or are spending funds
Automatically add equipment to your
inventory simply by recording your expense
Balance/reconcile your accounts with
ease
Passbooks
Assign passbooks to any person
or group to track finances
All
passbooks carry opening and current balances
All income and expenses recorded in the
organization's books can be broken down to the individual passbook
(member) level
Passbook funds may
include funds reserved for future use, allowing the user to see a
member's actual and available passbook balance
Generate Passbook Balance, Member
Income/Expense, Member Reserve Totals, and Member Transaction Detail
reports
People
Record peoples' names, postal
address, phones numbers, email addresses and general notes
Track students' age, graduation year,
and guardians
Track sponsors'
companies, notes, and donations
Include
students, boosters, and/or sponsors in any number of bands or groups
Generate basic or expanded
Rosters
Bands and
Groups
Create any number of groups of
people, e.g., bands, committees, etc.
Track groups' mailing addresses, seasons, notes, group passbook, and
payment plan
Track members, membership
periods, position, and membership passbooks
Generate reports for invidual members
or full groups
Equipment
Track description, condition,
user-defined categories, purchase price, current value, etc.
Generate Inventory collection forms,
Inventory report, and Inventory labels
Automatically update inventory through checkbook
purchases/sales
Payment
Plans
Define payment plans for the
members to help schedule camp payments, membership fees, etc.
Assign participant liability as full or
pro-rated amounts
Define single
payments or weekly/monthly recurrence
Generate individual member Invoices, Payment Status report, Payment
Collection Forms, Tracking Report, and Accounts Receivable
report
Profit Centers
Identify profit centers to track
"bottom line" for specific events
Includes any combination of your income and expense accounts
Profit Center report includes totals,
accounts, and passbook participation in the event
Reports
Organizational, Group, Booster,
Sponsor, and Equipment rosters
Passbook
Balances, Member Income/Expense Totals, Member Reserve Totals,
Member Transaction Detail reports
Invoice, Payment Plan Status, Accounts Receivable, Payment Plan
List, and Payment Plan Tracker reports
Financial Statement and General Ledger reports
Monthly Income/Expense, Annual
Income/Expense, and Profit Center reports
Account list, Register, and Summary
reports
Annual Budget, Budget Status,
and Profit Center Budget Status reports
Selectable report fonts, margins, and printer capabilities
Automatically previews all reports
Export reports to text files
Labels
Return Address Labels
Personnel Mailing Labels, by individual
or group
Manual Address Labels
Parent/Guardian Address Labels
Import/Export
Import accounts, boosters,
budgets, equipment, groups, payment plans, sponsors, and students
Export the same information (in
addition to transaction registers) to delimited flat files
Select fields to import/export
Identify file and record
formats
Documentation and
Help
Full context-sensitive (F1) help
Electronic User's Guide in Adobe
Acrobat® format for online viewing and printing
Online FAQs
Telephone technical support, provided
by BandLedger Software, LLC
Miscellaneous
Track sponsor gifts and
donations
Create and manage lists of
positions, guardians, equipment conditions, grade levels, and phone
types
Optional password protection on
database
Database backup/restore
capability
Comprehensive set of options
to tailor program execution