Invoice, Import, Adjust, Repeat!

Not keeping proper record of your finances can be detrimental! Cloud-based software is a must to ensure accurate and safe record keeping. Set time aside every week to run through your data undistracted.

Adjust (reconcile) all member accounts once a month before your invoice run. CloudSquad’s Age Analysis is your perfect partner!

CloudSquad is backed up always, but should you wish to download and save an Excel version, the functionality is available.

CloudSquad is the record keeper of all financial transactions. Our student pop-up feature enables you to view all transactions with one click. This highlights errors, if the case, and assists you with easy navigation to action these errors accordingly.

Educating your members to use the correct reference number when doing a payment is of utmost importance. This will assist you tremendously when importing your bank statement into CloudSquad.

Balancing your books means that for every debit entry (invoice) there should be a credit entry (payment) for the same amount, including any cash payments received. The effect is either increasing or decreasing the account balance. Monthly reconciliations will undoubtedly save you time and energy proactively.