Wed April 30, 2014 - Oaks, PAShare
It was so nice to see you again at the PTO Today Expo this past week.
In the last year, our PTO has really taken advantage of using all of Treasurer’s Briefcase’s functions. It has certainly been an asset to our organization. Prior to using your online software, we used just a standard check register and LOTS of Excel spreadsheets. It made it difficult to track category spending and transferring of data could lead to errors. When we started with the online service this year, budget preparation for monthly meetings was a breeze! We just had to transfer category totals to one spreadsheet that we used for our budget presentation. Also, it is helpful to have 24/7 access to our accounts whenever we need to—even from a smartphone or tablet. It makes it very difficult to “fudge” numbers and so I feel more comfortable about our records for future board members.
Starting in the fall, we are looking forward to using the budgeting portion of the software. It will be so easy to prepare for our meetings next year! It is great that it will take the previous year’s data and allow you to evaluate it for preparing for the next year.
Thanks again, to both you and your company, for your outstanding product and service over the past year. We are looking forward to so many more years of working with Treasurer’s Briefcase.