If you are in charge of a school district business office you probably think you are allocating significant resources to managing student activity funds and you’re probably right, because you don’t have the right software.
If you are using software, it’s probably accounting software like QuickBooks, Quicken, or accounting software built specifically for managing student activity funds. These solutions can be very complicated and challenging to learn and often require periodic training to be effective.
If you are not using accounting software, you may use spreadsheet software like Excel or Google Sheets. Even the look of a well-built spreadsheet can be very intimidating and complicated to a novice user. Spreadsheets can also be difficult to learn and use correctly, require maintenance, and typically do not provide effective controls or transparency.
I personally love spreadsheets. I built a very extensive Excel spreadsheet to track student activity funds for my brother, a school principal. It’s how we got started, but it wasn’t the right solution. We tried to find the right software. They were too complicated, too confusing, just too much.
So we built AcctTree.com - it’s NOT accounting software.
We worked with school secretaries and clerks to learn what they wanted from AcctTree.com. They told us our software needed three things:
It has to be intuitive, easy-to-learn.
It also has to be simple and straightforward, easy-to-use.
Finally, speed. They need to enter a transaction quickly.
So that is what we built.
Everything we built uses the same logic. We even located the buttons in the same places, so whether you are entering a deposit or creating a new fund, the logic is the same. This makes the user more comfortable while using the software - and it gives them confidence.
We also worked with school and district administrators. With AcctTree.com, district-level users have real-time oversight of all schools (schools, funds & transactions) in their district. Segregation of duties is built-in, your auditors will like that, and our reporting meets all audit standards - including those required by GASB 84.
AcctTree.com - the right software for student activity fund management.
Please contact us for a demo or more information.
www.AcctTree.com
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