Any preschool administrators, or treasurers, or book keepers?

[littlerach]

I do the admin for our preschool, including invoicing and wanted to see what you all use to do the invoicing for the children?

We bought the EY Essential programme but I find it v complicated.

TIA.

We just used spreadsheets, linked up to create a master one etc.

We use a system of spreadsheets too which track entitlement hours per child, use of lunch club and invoicing. It's not something I'm directly involved with but it looks to be a smooth operation they have set up.

Thnaks for help

I feel slightly bad that we spent £200 on the software but it is no good!
Will look at spreadsheeting.

I'm not involved anymore otherwise I would have sent you a copy of our blank spreadsheet. Keep asking around and perhaps someone can send you one.

Spreadsheet on Excel here too

I use Quickbooks for our accounts. It's very good for non-bookkeepers and is rgood for keeping track of our money. Everything else is on spreadsheets but we're only a small pre-school.

Me! me!

I'm the administrator for two big preschools. I just use Excel for invoicing, and then Mail Merge the results into Word where I have an invoice template.

My Excel spreadsheet has children's names, type of session, cost per session, number of sessions this invoice period, total due.

I ship all that out to Word to make the individual invoices.

Then the Excel spreadsheet totals up how much is due, and I can record money received next to each child. That way I can see at a glance how much is still outstanding and from whom.

Easy and peasy.

MissHardBroom, would you talk me through it if needs be?

Our treasurer is stepping down in July, and even though I do the invoicing, she does the book keeping side.

Would you CAT me, or I can email you?

CKTwo, I'll look ta that too, but we are quite big, so would it be any good for us? About 55 - 60 on role now !

Our book keeper does it all on paper but we're probably going to oust her. I'm treasurer and her 'methods' have been causing complaints. It looks like I might be taking it on and I will be using spreadsheets.

littlerach - if you CAT me I'm very happy to share my spreadsheet (obviously without data!)

arrggh!!

Actually don't CAT me because I realised the email address I'm set up with on CAT is an old one that I've stopped using! I will CAT you instead, but it won't be until this evening, hope this is OK.

That's great, thanks MissHardBroom.

Look forward to it!!

Quickbooks would be perfect. I'm a bookkeeper and i use it for various customers, not only the pre-school. It will let you do all you invoicing and then when people make payments, it's easy to put payments against invoices. You could doall your supplier stuff on there too.
Can't remember how much i paid for it, but I got the software from Amazon a bit cheaper than direct from Quickbooks.
What area of the country are you in Rach?