We often hear about customer relationship management but rarely does anyone speak of financial relationship management yet as volunteer treasurer, it is what we need to be considering.

For anyone who is interested in your organisation’s finances, the key to maintaining a positive and constructive relationship is to give them the information they need when they need it.

You will need to answer these questions:

Luckily, Admin Bandit software can make your life easier.  It’s designed to help you manage your key financial stakeholder relationships easily.

They need information immediately?  Simple. At the press of a button you can report on the money in the bank, receipts and expenditure, equipment you’ve purchased, success of events, petty cash, invoices sent out remaining unpaid, member numbers and fees paid, payments to be ratified by the committee.

Your committee needs information for the meeting?  Again, no problem. At the press of a button you will be ready for your meeting, with everything summarised for you to present to your committee.

Your member wants to know if his or her accounts are up to date.  Produce a Member Fee Report which records all payments.

If  financial relationship management means being able to produce accurate information when needed, Admin Bandit software is your answer.

Contact us now to arrange your free trial.