The treasurer's view

The club's admins and its treasurer see every team's money in one view, without asking each manager for a spreadsheet. It's on the Club plan, and nothing in it can be changed: each team's managers keep their own books.

Open it

Choose Club overview on your club's set-up page. If you also run a team, it's under Switch team in the menu under your initials. A treasurer who doesn't run a team opens straight onto it.

What it shows

• Club overview: the club's totals, then each team's manager, balance, money in pots, what's free to spend and payments still to match. A team whose latest statement is 35 days old or more is marked overdue.
• Year-end packs: each pack a team has sent the club, newest first, to download. The club's admins and treasurer are emailed a link to each one when it arrives, and it stays with the club even if the team leaves.
• Team ledger: each team's money in and out this season: who it was from or to, what it was for, and its pot. Managers' notes on a payment stay with the team.
• Collections: every team's kit orders, tours and tickets.
• Exports: Export for AGM, with each team's balance, pots, money due to the club and free to spend, and the Club-wide ledger, every team's money in one spreadsheet.
• Settings: the club's look and address, plan and billing, join code, fee, season dates and teams. A treasurer who isn't an admin sees plan and billing only.

What the club sees

When a manager joins, they're told what the club sees: the team's balance and free to spend, pot totals, registration fees due to the club, how many payments are still to match, the team's ledger (each payment, who it was from or to, and what for), and the year-end pack when they send it. Player notes and parents' phone numbers and emails stay with the team.