Here are some bookeeping types of things you can do: • Running ledger balance • Print checks (Quicken-compatible check paper) • Post debit card purchases and electronic transfers • Post funds received and manage bank deposits • Post unpaid orders, issue statements for receivables • Schedule future items such as membership renewals • Bank statement reconciliation • Print 1099-MISC forms • Post refunds received or paid out • Tracking of complimentary items • Post funds received via online card payment services • Audit trail – see who's done what • Budgeting by year or by individual production • Customizable money categories • P&L, cashflow, year-over-year, sales, receivables reports • Flexible reporting options; distribute as PDF • Enter totals from earlier years for long-term trend reporting • Transfers to/from your endowment funds • Statements and reminders ... print or direct email • Export all transactions as CSV / open in Excel TL does cash-based accounting. It does not connect to your bank and does not function as a conduit of funds. There's no payroll functionality or inventory functionality. © 2008-15 TeamLedger.com All Rights Reserved |
