Saving Records
Use Save Expense for reimbursement requests and Add Bank Entry for deposits, cheques, credits, debits, and balances.
Treasurer Access
Local Finance Workspace
Track expenses, deposits, bank entries, and annual financial statement details.
Treasurer Login
Sign In
Use the treasurer credentials to access financial records.
Treasurer Panel
Financial Records
Entries are saved in this browser for this local site.
Tips & Tricks for Using This Page
Files & Receipts
You can attach multiple receipt files to an expense. Saved files appear as links in the Expense Summary under the reason for expense.
Editing
Use Edit beside a row to load it back into the form. Use Cancel Edit if you do not want to change that record.
Sorting
Click table headings like Date, Category, Amount, Debit, or Credit to sort. Click the same heading again to reverse the order.
Reports
Use Create Report to open a clean meeting report. From there, use Print / Save PDF for paper copies or a digital file.
Publishing
After making changes, click Publish Live so the Treasurer records are available from another computer.
Expense Request
Bank Deposit / Ledger Entry
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Expense Summary
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Financial Statement
Record Controls
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