bringing the Region together
Finance Transformation Project.
What can we expect during and after financial transition?
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Youth Lists, Bank Accounts and Setup
Initially we’ll ask a lot of questions, connect your bank account to the Finance System and assist you with understanding the processes. We’ll get you to verify your Units and Youth, how often you invoice for membership and hall users, and better understand your team of volunteers needs.
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Monthly Reports for District Managers
When transition is complete, by the 10th of each month District Managers receive a Monthly report for the previous month (and Year to Date - YTD) of the Profit & Loss, Balance Sheet, Unit Profit & Loss and Accounts Payable & Receivable for the District.
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Monthly Reports for Unit Leaders
After transition Districts start getting regular reports: by 10th of each month District Managers receive a Monthly report for the previous month for each Unit Leader (and Year to Date - YTD) of the Profit & Loss, Balance Sheet, Unit Cash Summary and Accounts Payable & Receivable for their Unit.
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Simple Singular District Transfers
Instead of a lot of administration transferring funds between Units and reimbursing volunteers - your team can submit invoices for region to pay in advance or reimburse throughout the month, and in the monthly report we issue a single transfer request for the difference. No more being out of pocket for big items and much less admin.
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'Automatic' Hall Hire Invoicing
We’ll take care of ensuring all your regular hall hirers are invoiced regularly and keep up-to-date with any changes. Less admin, means more time to focus on your girls.
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Up to Date Reporting on Event Costs and Attendees
Reduce the administration by just telling us about an upcoming event and we’ll manage the administration of bookkeeping, reporting, followup and if necessary cancellation refunds
Transition Information Form
To commence Transition you will need to click on the button to the right and complete ALL form details before we commence bringing the District into the Finance System.
Please download the form Instructions so you can refer to it at any stage whilst gathering the information.
We also recommend you download and complete the following excel forms prior to commencing the Transition Information Form online: