| Code | Account Name | Type | Category | D/C | Status | Activity | Edit |
|---|---|---|---|---|---|---|---|
| Loading chart of accounts… | |||||||
Accounts Payable
| Date | Vendor | Invoice# | Account | Amount | Due Date | Status | Actions |
|---|---|---|---|---|---|---|---|
| No payables recorded. | |||||||
Accounts Receivable
| Date | From | Invoice# | Account | Amount | Due Date | Status | Actions |
|---|---|---|---|---|---|---|---|
| No receivables recorded. | |||||||
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Auto-email all users every Tuesday to enter their district transactions.
Automatically downloads a backup file every day when you open the app.
Download all data as a JSON backup file.
Restore from a previously downloaded backup file.
View all system activity and user actions.
Bring in balances from another software (CSV or Excel) and continue your books from there.
Rename all generic "General Account" entries in the Chart of Accounts to include the district/assembly/area name (e.g. "Peel District — General Account").
Find districts/areas that have no unique 1300+ bank account code and auto-assign one — creates the Chart of Accounts entry and assembly record for each.
Imported Records
All opening balance imports, YTD entries and bank reconciliation records. You can edit or delete any record here.
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User Management
For multi-assembly districts — create assembly sub-accounts so each assembly can generate its own financials.
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| Name | Username | Role | District / Assembly | Status | Actions |
|---|---|---|---|---|---|
| Loading users… | |||||