Inside Campaigntrack: Getting on top of your finances.
We’re back with the second instalment of our new Inside Campaigntrack series! Incase you missed it, our first blog story talked about tips on how to automate and improve your daily workflows. Check it out here! And this week we’re taking a look at some of the platform’s handy accounting capabilities. They say money talks, so we think it’s important you know the best ways to keep that part of your job running smoothly.
Here are 3 time-saving tips to get you started:
- Finance Page
Good news for finance users! You can quickly access invoices and statements straight from the Campaigntrack platform. From the ‘My Account’ tab on the sidebar, you can see outstanding and paid invoices, plus you can submit remittance or pay invoices. You can search for specific details by date, invoice numbers or campaign names, and when you’ve found what you want, you can also view and print invoices and statements as PDFs. For a finance page demo, play the video below!
- In Debit Report
This handy little report is a great way to keep track of campaigns you still need to channel funds into. You can easily bring this up from whichever page you’re on by clicking the gear icon in the header, then under the Accounts section in the dropdown choose ‘Campaigns in Debit Report’. It will give you details like the property address, campaign total, contributions and the amount to be debited, plus you can save the report as a PDF or CSV file. Familiarise yourself with the process by watching the how-to tutorial below.
- Accounting Tab
You’ll be pleased to know that the Campaigntrack platform also gives you the ability to track costs and contributions for orders. Clicking on ‘Accounting’ in the side panel will take you to the platform’s finance system, where you can see orders that are yet to be invoiced, access orders that have been billed, create a new invoice, record a payment or review contributions that have been logged. For a more detailed look at these Accounting Tab features, see below.