Full accounting
Clear accounts for your PTA without being an accountant: income, expenses, treasury and profit and loss, all integrated with fees, after-school activities and events. Present the accounts to the general meeting in one click and justify grants without chasing receipts.
We can help you with the initial setup and with tidying up last year's accounts. Minutes book →
Everything you need in this module
Income and expenses without being an accountant
Every fee, sign-up or pack sale is recorded on its own. Add expenses with a photo of the receipt and a category.
Grant justification
Link expenses to each grant or municipal subsidy and generate the financial justification ready to submit.
Treasury and bank reconciliation
Reconcile bank transactions with fees and payments. You always know how much money there is and where it comes from.
Profit and loss for the general meeting
Income and expenses by activity (after-school, canteen, parties) ready to present to families.
Outstanding fees and reminders
See which families have payments outstanding and send automatic reminders without singling anyone out.
Accounting export
Exports to Excel or CSV for your accountant, the school or the federation. Everything traceable and tidy.
Board handover without surprises
The new board inherits tidy accounts with a full history. No more "let's see what they left us".
Annual financial report
Generate the year's financial report from the data already recorded, without redoing anything by hand.
Clear accounts, board at ease
Present the accounts to the general meeting in minutes
Justify grants without chasing receipts
Every activity with its own balance
You always know how much is in the bank and why
Automatic, discreet payment reminders
Board handover with the full history
Exports ready for your accountant and the council
No treasury spreadsheet that only one person understands
Other modules that may interest you
Family and pupil management
Complete register by family and pupil: profiles, year and class, second guardian, history and segmentation.
→School year
Sign-ups, renewals and year transitions automated. Start September with the register up to date, without redoing spreadsheets.
→Fee collection
Membership fee per family with SEPA direct debit and card payment (Stripe, Paycomet, Redsys). Automatic reminders.
→Contact us for more information about Full accounting
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