Tax Season is Here – Ready, Set, Go!
Among ClassJuggler’s many Financial Reports, listed below are the four key ones to make monthly bookkeeping and tax preparation a breeze. Of course, your specific tax situation and accounting approach will determine which report is most helpful to you!
Reports based on Cash Accounting
Customer Payments – [helpful video on accounting methods HERE] This report shows your income received by day, week, month, or custom period of your choosing. Totals displayed in a variety of ways make reconciliation and deposit reporting simple.
Customer Applied Payments – This special report links payments received to charges they were applied to, and can tell you exactly how much was earned by a particular charge account or by account category. It will only show applied amounts, so if a customer has a credit balance remaining, those amounts will not yet be factored in.
Deposit Summary – This is the go-to report for daily and monthly reconciliation of your deposited payments (cash, checks, and credit cards) with your bank account and your merchant services.
Reports based on Accrual Accounting
Company Billing – This report provides you with a list of posted charges in a particular timeframe. Since this only shows posted charges, and not what has been paid or not paid by your customers, this is the go-to report for businesses that use accrual-based accounting for their bookkeeping.
For more information on these reports and examples and instructions for running them, please refer to "Online Help Manual" found in the green Help & Links Menu found at the bottom left of every screen in ClassJuggler.
Watch and Learn
If you prefer learning by watching video tutorials, rather than reading how to do something new in ClassJuggler, we encourage you to keep an eye on our growing collection of tutorial videos in the ClassJuggler Tutorial Videos section of our YouTube channel. Here are a couple of favorites:
- Customer Refunds — Learn about when and how to create and manage customer refunds – whether the refund is to a customer's credit card or via some other form of payment.
- Pre-paid Tuition — Learn how to post tuition for a family for one or multiple months and how to discount multiple months of tuition automatically.
To make sure you don't miss any new videos, just click the SUBSCRIBE button on YouTube to be notified of the latest tutorial videos.
And don't forget you can now search our YouTube channel for video topics. Just click the little search icon.
FREE Training and Learning Resources
ClassJuggler offers free online classes and video training to its clients and demo users.
Here are our February learning resources:
- Customer Refunds — Create and manage customer refunds to a customer's credit card or some other form of payment.
- Pre-paid Tuition — Post tuition for a family for one or multiple months and discount multiple months of tuition automatically.
Watch more tutorial videos like these here.
Customer Support Schedule
Customer Support will be closed for the following upcoming holidays:
- Apr 22 – Earth Day
These dates are also visible on your sign-in screen.
Questions?
Call us at (866) 214-6128 or email support@classjuggler.com 8am–5pm PT Mon–Fri.
