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What's New: Realtime Finances Dashboard and Bank Reconciliation - Sept 2023

by 
Hannah Driver
· Updated
Sep 11, 2023

We're thrilled to announce a major new release of Scribe Accounts coming next week, your trusted accounting software tailored for parish and town councils. Our mission has always been to make council accounting as smooth and user-friendly as possible, and this new update is a leap in that direction. Let’s dive into what's new:

🔍 Streamlined Navigation

  • Revamped Header & Sidebar: We’ve polished the header bar and gave the left-hand side menu a sleek makeover. You’ll find it's more intuitive, spacious, and user-friendly.
  • Quick Profile Access: Your user and council profiles have moved! You'll now locate them in the menu on the top right.
  • Expanded Menu Bar: Enjoy more space for menu items and the convenience of an expandable/collapsible sidebar. No more clutter!
  • Financial Year Switcher: Effortlessly switch between financial years using the sidebar. Look for the green icon for the current year and red icons for others. This ensures you always know which year you're working on!
  • New App Switcher: Located on the top right, this menu lets you easily hop between various Scribe apps like accounts, allotments, bookings, and the cemetery app.

📊 Dynamic Dashboard

Our new dashboard isn't just eye-catching—it's packed with information. Each data card offers crucial insights, plus a handy shortcut link to a related section of the app:

💰 Income last month → Add Receipt

💸 Expenditure last month → Add Payment

🏦 Current bank balance → Reconcile All Banks

📅 Days since last bank reconcile → Bank reconciliation

📑 Outstanding invoices → Invoices

📈 Budget vs. actual expenditure → Summary report

Visual Reports: Get visual with the bar chart comparing actual vs. remaining budget for each cost centre and a pie chart showcasing a breakdown of all council reserves.

🏦 Elevated Bank Reconciliation

  • Real-time Countdown: Watch a countdown as you go through cash items during the bank reconciliation. It’s both fun and functional!
  • Upload and Attach: Users can now upload their bank statements and conveniently attach them to their reports. This makes for hassle-free access during those times you need to dive into the details.
  • Saved Reports: Return to a list of your saved reports. Check at a glance if your financial position still holds up!

‍

The Benefits Tailored for Every Role 🌟

For Clerks & RFO (Responsible Financial Officers):

  1. Efficiency: With streamlined navigation, managing daily tasks and keeping an eye on financial health becomes quicker and less cumbersome.
  2. Seamless Integration: The ability to smoothly switch between Scribe apps means clerks & RFOs can juggle between accounts, allotments, bookings, and other tasks without missing a beat.
  3. Enhanced Oversight: With features like the dynamic dashboard and improved bank reconciliation, monitoring the council’s financial position is clearer and more actionable. The shortcuts right from the dashboard minimise the time spent searching for specific functionalities.
  4. Audit Ease: The new bank reconciliation features make audit trails and year-end financial reviews smoother, with uploaded bank statements attached directly to reports.

For Councillors:

  1. Transparent Financial Health: The dynamic dashboard offers a bird's eye view of the council's financial status. Councillors can now stay informed about where the money is coming from and where it’s going, helping in decision-making.
  2. Informed Decision Making: The clear visualisation tools, like bar and pie charts, enable councillors to understand complex financial data at a glance, supporting more informed and confident decision-making.
  3. Easy Year Reviews: The Financial Year Switcher ensures councillors can review financial data from different years effortlessly, aiding in historical comparisons and future planning.

In essence, this major update ensures that every role, whether it be a clerk, RFO, or councillor, is empowered with tools that simplify, clarify, and enhance their respective responsibilities. We believe that when technology meets governance, everyone benefits.

Thank you for journeying with us. We're committed to ensuring Scribe Accounts remains the gold standard for parish and town council accounting.

‍

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