Feature
Accounting
Our accounting system works seamlessly with your online store and forms. Set budgets, track funds, run reports, and know at a glance who owes you money and where it’s going.
Feature One
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Feature Two
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Feature Three
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Get Started Quick
With these out-of-the-box features
Short Feature
Set up your budget in minutes and begin tracking all of your income and expenses. We are always trying to save you time. That's why all your online sales and orders are automatically entered into the appropriate budget category.
Short Feature
Set up ledgers to track all of your asset accounts. Online transactions are added to the appropriate ledger and you can manually enter all offline transactions, so everything is in one place.
Short Feature
Honestly, reports are not very exciting, but if you are responsible for your organizations finances, then reports are vital. Whether it’s income reports, budget reports, transaction reports, income & expense reports, or something else, don't worry! We've got you covered.
Short Feature
Say good bye to paper reimbursement forms and then the fun matching up emailed receipts. Use our online reimbursement forms to electronically collect all the information your treasurer needs plus the ability upload their receipt on the form.
Your free trial awaits!
Dive Deeper with These Pro Features
In Depth Feature One
At Membership Toolkit, you always have control of your funds. The only fees you will be charged are for yearly subscription and credit card processing fees.
For online sales, your organization can choose from several payment processors that we support. Each processing company has competitive rates with different benefits and drawbacks. Depending on how many credit card orders you process, one company will probably be the best match for your group. Our goal is to give you options, so you can keep more of the money your organization brings in!
A card reader can also be requested for onsite credit & debit card transactions.
Download a copy of our Idea Book here.
In Depth Feature Two
Recruit new volunteers day and night by offering an online “Volunteer Interest” form. Parents tell you when and where they are interested in serving, which increases the likelihood that they will respond positively when you ask them to serve again.
When a volunteer signs up to serve at a particular event, the system can be set to send them automated reminders before the event and an automated “thank you” when their service time is through.
In Depth Feature Three
Creating a school directory can be a huge headache. With Membership Toolkit it’s a breeze, because the directory builds itself!
Parents enter their own information which means fewer data entry errors— and far less typing for you! Collect any custom information you need too. Parents control which parts of their family’s information stays private.
Publish your directory online with a few clicks, or use the templates we provide to create a PDF which you can then print or email.
Some groups receive family contact information directly from the school. Just request a “data upload” from our customer support team.
In Depth Feature Four
Newsletters and emails are great ways to keep families informed and connected. We provide templates for a customized look. If you have a current email list for your families, copy/paste it into the system, and drive families to your website in no time at all.
Need to send targeted messages? Your database is sortable by grade level, teacher’s classroom, etc. See who is reading what you sent.
Enjoy this tool with the Premium and Concierge Plans or an add on to the Essentials Plan.