- ACCOUNTING SOFTWARE SPECIFICALLY DESIGNED FOR THE PTA AND PTO
PTA/PTO Finance Manager from myschoolonthecloud.com is a complete accounting software specifically designed for PTA and PTO treasurers. The software helps them to rise above their financial management challenges by providing them with easy to use features for
- Easy Yearly Budgeting
- Deposit Transactions for fundraisers and other income from various PTA/PTO activities
- Withdrawal Transactions for Reimbursement Receipts & various PTA/PTO activities
- Transfer Transactions to & from your savings accounts
- Flexible Bank Reconcilation as of any date you choose
- Bank Register for all of the transactions
- Income Statement
- 990EZ Report
- Treasurer’s Dashboard
Finance Manager improves the accuracy of your organization’s financial records and save you countless hours of time. It offers a simple way to account for funds and other organizational requirements. It also offers a multitude of other features to help make the role of a PTA treasurer even easier. It is uniquely structured to help ensure the success of the users’ accounting operations including Budgeting, Bank Reconciliation, and many more. It automatically increases transparency and reduces or eliminates fraud.
2. SIMPLE USER INTERFACE FOR THE VOLUNTEER TREASURER
Finance Manager boasts a simple user interface that allows users to manage their financial records easily. The treasurer’s dashboard includes bank balances and income summary that makes it easier for the treasurer to prepare simple reports if required urgently. The software offers a general ledger package that is comprehensive enough to assist PTA and PTO treasurers to comply with IRS and State tax requirements to increase efficiency. It offers an intuitive interface through a fully web based work space that will allow users to perform their duties from anywhere that the Internet is available.
3. EASY ACCESS ON THE CLOUD AND VARIOUS REPORTING OPTIONS WITH GRAPHS
There are numerous features available within Finance Manager that are designed to simplify the way the users’ access and report on their finances. Some of the features include Unlimited Chart of Accounts, Income Statement, Transaction List, etc. You will not get Committee or Program wise reports in other accounting software out there. And all the reports can be printed with summaries and graphs either as Word Documents, PDF documents or Excel documents.
4. SECURE ACCESS FOR PTA/PTO TREASURER, BOARD MEMBERS & VOLUNTEERS
Finance Manager is excellent because the treasurer has full access to make changes and enter data but then other members have only a viewing access based on their roles. PTA/PTO Board Members can access the reports at all times on the cloud. You can showcase certain reports like Income Statement only for the parents access.
5. COMPLEX ACCOUNTING SIMPLIFIED AND CONNECTED TO YOUR OTHER PTA or PTO ACTIVITIES
The treasurer can enter all transactions by budget line item and then there are numbers options in reports that he can use to track the information. For example, if the treasurer wanted to see the transactions just for a particular event, he can go into that line item and see when a check was written, how much it was for, what check number it was, and if it had been processed at the bank or not. They can also do all the monthly reconciling right on the site and then print a monthly report to be recorded at their meetings. The software is designed by a team of experts in Finance who has broad understanding of all the PTA/PTO financial reporting needs and understands how simple the reports needs to be including the 990EZ Report
6. COMPREHENSIVE HELP & VIDEO TUTORIALS
Unlike other accounting software like Quicken that are extremely complex for the average PTA volunteer treasurer, Finance Manager has proved to be the simplest for the Non-Accountant. It also has a comprehensive Help Guide and Video Tutorial for those who may need to understand some of its operations. Check out the Video Tutorial below…
7. EASY TRANSITION FROM YEAR TO YEAR
Users will no longer need to download software or transfer files between computers from year to year or from treasurer to treasurer. The software offers transparency, simplicity, and accountability making it the perfect fit for your PTA and PTO.
8. AND FINALLY, A REWARDING EXPERIENCE
Not only it is simple and easy to implement and, surprisingly, comes at no cost when you go for the My School on the Cloud system! As it takes less time and less stress, you get to spend time with the people that matter most and yet feel that you have done something valuable for your community. With all these features, Finance Manager is able to turn a cumbersome project into a rewarding experience not only for you but for all the PTA & PTO Volunteers.