[Finance] Hackerspace financial software and processes

[Paul Brown]

For streamlining the way you record membership payments, I would recommend
a billing system. Here are the ones we looked at:
https://dallasmakerspace.org/wiki/Financial_Research#Invoicing_and_Billing
(we ended up going with WHMCS) However, I saw Killbill.io recently and it
looked really interesting too.

I would recommend not accepting cash. Here's some of the logic behind that
decision:
https://dallasmakerspace.org/wiki/Board_of_Directors_Meeting_20130630#No_Longer_Accepting_Cash_For_Membership_Dues_.28Paul_Brown.29

We use quickbooks, and we're about to switch to quickbooks online. It's
industry standard and generally better than gnucash. This page has some
details about that:
https://dallasmakerspace.org/wiki/Bookkeeping_Software#Quickbooks_Desktop

On Wed, Dec 3, 2014 at 7:49 PM, James Nylen <jnylen at gmail.com> wrote:

> Hi, I'm James Nylen, the treasurer at Red Mountain Makers in Birmingham,
> AL.
>
> I'm very interested in getting our financial and membership workflows
> streamlined.  Here are the common tasks I've automated so far:
>
> - Pull transactions from bank websites and PayPal, and load them into
> GnuCash
> - Allow viewing and basic editing through a web interface on top of GnuCash
>
> Here's what I think are the next steps:
>
> - Streamlining the way we record cash membership payments, and cash and
> non-cash donations
> - Report active and lapsed membership (several different types; paid via
> PayPal and cash/checks)
> - Generate monthly financial reports, and maybe even projections
>
> What do your processes look like for these items?  Anything that has
> worked particularly well or badly, and anything else I should be thinking
> about?
>
> Thanks,
> James
>
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>
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