Accounting & Finance

The Accounting area keeps your shelter's money story straight — invoices, donations, expenses, and inventory — without a single spreadsheet. Let me walk you through the everyday jobs.

The overview greets you with the month at a glance — donations in, expenses out, open invoices, and your inventory.

Let's bill someone. Over on the Invoices page, you click Create Invoice.

Pick the customer, add your line items — a description, a quantity, a price — and save. The totals work themselves out.

Donations are just as quick. Click Record Donation, and enter the donor, the amount, and whether it's money or an in-kind gift.

Expenses too — and here's the nice part. Link an expense to an animal, and you'll always know what their care really costs.

Back on the overview, the low-inventory card flags supplies running short — before they run out.

And you can share a public donation page, so supporters give online, and every gift flows straight into your books.