NEWS from the PT Avenue Community
New Direct Link for volunteer hour entry
If you go to the Profile tab > Profile then scroll to the bottom of the page where you activate Member Volunteer Hour Entry, you will see a new direct link for the volunteer hour entry. You can place this on your schools website so the volunteers can log their own hours.
Move to 2016-17 with the EOY process
It's October -- have you done the End of Year process in your account yet? This process resets all Paid members to Unpaid, advances your Board positions, archives financials, and generally resets your account for a clean start to the new school year. If your account still shows "2015-2016," contact your Head Administrator on the account, and encourage them to do the EOY! There are complete videos and help files to explain the process.
New End of Year process, starting May 16th
We have revamped the End of Year process. It is now a "menu" type format, where you can choose which areas to work in, and no changes are actually made until you click a final "process all steps" button. Help documents are available, and videos will follow later in the week. An email went out to all Head Admins about the change, with an instructional document attached.
New Budget INC/EXP comparison report
There is a new link in the FINANCES > REPORTS area, called "Budget Inc/Exp Comparison" -- this report looks for similarly-named budget Income and Expense categories, and does a single-line summary of YTD totals. This shows you whether you're positive or negative on your budget category spending (and budgteting). If your budget categories aren't named the same between Income and Expense, you have the ability to edit the category names in the main Budget screen, by clicking the "pencil" edit icon to the right of each category line. This report does not look at Off-Budget categories -- only Income vs. Expense.
Date filtering in Reconcile area
Date range filtering is now connected to the Transactions Reconcile area, tied to the end date of the date range you specify. If you choose either "last month" or enter a specific date range for examining cleared/uncleared transactions, then hit Reconcile, the bank ledger balance will calculate up to the specified end date -- and will say so in the description. All other reconcile calculations remain as "year to date" as before, and say so accordingly.