6 guides

Ledgers

Recording and correcting ledger entries, reading balances and year statements, adding custom fields, and archiving or restoring ledgers.

Correct a ledger entryFix an ordinary, manually entered ledger line while keeping a clear record of what changed. ClubWorks adds a reversal that cancels the original amount and a replacement with the right values; it does not overwrite or delete the original.5 steps4 min readFor treasurers officers and authorized ledger users
Record money in or money outRecord one amount your club received or spent in a ledger. This adds a record in ClubWorks; it does not send a payment or move money between bank accounts.5 steps3 min readFor treasurers officers and authorized ledger users
Read balances and year statementsUse a ledger’s Reports tab to see where its balance started, what came in and went out, and where it ended. You can review a date range or compare years across the whole ledger.7 steps4 min readFor treasurers officers and authorized ledger users
Archive a ledgerArchive a ledger your club no longer uses to keep its history available while stopping new lines. The illustrations reconstruct the interface with fictional data, not live club records.6 steps3 min readFor treasurers officers and authorized ledger users
Add custom fields to a ledgerAdd extra questions to a ledger so each line records the details your club needs, such as a receipt number or winner. You choose the kind of answer, which lines ask for it, and whether it must be filled in. The illustrations reconstruct the interface with fictional club data.6 steps3 min readFor treasurers officers and authorized ledger users
Filter lines in a ledgerFind ledger lines using search and filters.2 steps1 min readFor ledger users

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Ledgers

Ledgers