How to track club finances (Profit & Loss)

Club Admin · Bahasa Melayu below

Finance shows all the money coming into and going out of your club in one place, and works out your profit or loss. It's included in every plan.

Open it

• Sidebar → Finance → Profit & Loss (/finance/)

What you see

• Money in, Money out, and Net profit (or Net loss) for the period you pick at the top (From / To, then Apply)
• Where the money came from: income grouped by category
• Where the money went: expenses grouped by category
• Year to date: month by month. Click a month to open it.
• Latest transactions, with View all

Where the numbers come from

Most lines fill in by themselves:

• Billing: invoice payments from members and parents
• Shop: shop sales
• Assets: equipment purchases and maintenance costs
• Coach & staff allowances: each allowance run you mark as paid (see Coach and staff allowances)

Edit those lines where they come from (for example in Billing). Only manual entries are edited in Finance.

Record income or an expense yourself

Use this for money that doesn't go through billing or the shop: rent, court hire, travel, sponsorship, donations.

1. On Profit & Loss or Transactions, click Record expense or Record income (/finance/entries/new/)
2. Fill in the date, amount, category and who it was paid to or received from. You can attach a receipt.
3. Click Save (or Save and add another)

All transactions

• Sidebar → Finance → Transactions (/finance/transactions/)
• Filter by Type (money in / money out), Category and Source, then Filter. Clear filters resets them.
• Each manual entry has Edit, and you can open its Receipt.
• Export the list to Excel or CSV from this page.

HQ clubs

If your club is under an HQ, the HQ can view this Profit & Loss but can never change it. See Club network (HQ).

Cara jejak kewangan kelab (Untung & Rugi)

Admin Kelab

Finance tunjuk semua duit masuk dan keluar kelab di satu tempat, dan kira untung atau rugi. Percuma untuk semua pelan.

Buka

• Menu sisi → Finance → Profit & Loss (/finance/)

Apa yang dipaparkan

• Money in (duit masuk), Money out (duit keluar), dan Net profit / Net loss untuk tempoh yang dipilih (From / To, kemudian Apply)
• Pecahan pendapatan dan perbelanjaan ikut kategori
• Ringkasan bulanan sepanjang tahun. Klik bulan untuk buka.

Dari mana nombor datang

Kebanyakannya automatik: bayaran invois (Billing), jualan Shop, pembelian dan penyelenggaraan Assets, dan elaun jurulatih/staff yang sudah dibayar. Ubah baris ini di tempat asalnya. Hanya entri manual diubah di Finance.

Rekod pendapatan atau perbelanjaan sendiri

Untuk sewa, sewa gelanggang, perjalanan, tajaan, derma:

1. Klik Record expense atau Record income (/finance/entries/new/)
2. Isi tarikh, jumlah, kategori dan kepada/daripada siapa. Boleh lampirkan resit.
3. Klik Save

Semua transaksi

• Menu sisi → Finance → Transactions (/finance/transactions/). Tapis ikut jenis, kategori dan sumber. Boleh eksport ke Excel/CSV.