Documentation — Finance

Enrolments, budgets, VAT & forecasts

The committee half of Finance: enrolments tie every player to a plan, budgets and forecasts track the season against real collections, VAT stays tidy, and statements print for the AGM.

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Finance — Enrolments
18 enrolled · U14 monthly
2 joined mid-term
Pro-rated
1

Enrolments tie every player to a plan.

How it works

Enrolments

An enrolment links a player to a subscription plan for the season — who is on U14 monthly subs, who joined mid-term, who left. 'Who still owes for March' becomes a filter, not an investigation.

Budgets and forecasts

Set season budgets by category, and watch the forecast track against actual collections from the ledger. Committee night starts from one number everyone can see.

  • Budgets by category for the season
  • Forecasts against real ledger collections
  • Variances visible before they become problems

VAT and statements

VAT is handled on the transactions that carry it, and statements and finance documents print cleanly — invoices, statements and purchase orders all have printable versions for the file.

Step by step

  1. 1Enrol each player on their plan at the start of the season.
  2. 2Set the season budget by category.
  3. 3Check the forecast against actuals monthly.
  4. 4Print statements when the committee or the AGM asks.

All documentation