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Accounting
Accounting

Hello Danette, we started using Realm Accounting including Payroll on Jan. 1, 2021. For the most part it's been easy to learn and navigate. I think it's working great. Yes, there are still things that need tweaked but Realm is constantly working to make it better and better. I really like the predefined reports and that you can edit them to your needs. You can save them and share them with other accounting users too. 

Paul, you can't close the funds on different fiscal year-end dates in Realm Accounting either. You would need to have a separate Realm Accounting site for your preschool.

After an individual's registration has been cancelled through the registration screen, the Treasurer/Bookkeeper needs to be notified to issue the refund thru the Event. This will create the transaction in Realm Accounting.