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For treasurers and society secretaries

EvenRound for treasurers and society secretaries

Last updated by The EvenRound team.

Membership dues, annual ball deposits, and one committee handover spreadsheet that nobody can find at year-end.

Treasurer is the role nobody volunteers for and nobody thanks. You're chasing 30 people for their £25 membership, fronting deposits for the Christmas dinner, and writing it all up for the AGM. EvenRound Pro gives you an audit log, accounting CSV export (clean import to QuickBooks, Xero, FreeAgent), and restricted-add mode so members can see what they owe without anyone accidentally double-logging the same bar tab.

Common scenarios

Annual membership fees split across 30+ people

Set up the group once, log each membership payment as it lands, and let the audit trail show committee handover-ready evidence of who paid what and when. End-of-year accounting CSV exports straight into your books.

Event deposits fronted by the treasurer

Christmas ball deposit £450 to the venue, paid by the treasurer in October. Restricted-add mode keeps the books clean: only the treasurer logs the deposit, and members see their per-head share on the dashboard.

Reimbursing committee members for purchases

The secretary bought stationery, the social sec covered the welcome drinks. Each gets logged as paid-by-them with receipt notes attached. Settle up at month-end.

Mid-year budget tracking against the annual budget

Set the group's budget cap at the year's approved spend. The progress bar on the dashboard shows the committee how close you are to over-spend before it happens.

AGM-ready summary for the handover

Finalise the group at year-end. The branded summary email goes to the whole committee, the accounting CSV exports for the auditor, and the audit log is preserved for the incoming treasurer.

Recommended setup

Pro subscription, restricted-add mode on, budget cap set to the approved annual budget. Add every committee member who needs visibility but lock expense-creation to the treasurer. Use the accent colour to match society branding for the year-end summary email.

Sample calculation

University rowing club, 18 members, autumn term expenses

Who paidForAmount
Treasurer (you)Boathouse insurance renewal£420
CaptainRace entry fees (4 regattas)£280
Social secCurry night deposit£90
Treasurer (you)New cox-box£165

Settlement

Total spend £955 against £1,200 termly budget (80% used, on track). Each member owes £53.06; settled via club-account standing orders by week 8.

Why EvenRound works for treasurers and society secretaries

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