Fri November 08, 2013 - Hamilton, NJ

Even more improvements to Treasurer's Briefcase
(Hamilton, NJ) - 

Treasurer's Briefcase is excited to announce even more improvements to version 2.0 of our cloud based record keeping solution for non-profits. Thanks to all of our users for providing input and feedback. Your recommendations and suggestions have been instrumental in creating this release. Here's a summary of what's new:


  • 1099 Report - A new report that details contacts which you've indicated are 1099 vendors
  • Category Detail report now sums columns for each category
  • New "member" report.
  • Use your club's logo on reports!

Ledger Entry

  • You can now update reconciled transactions by reallocating amounts using splits.
  • The "transfer" feature allows you to move funds from one checking account to another.
  • A new "void" check feature allows you to create voided checks.


  • Document tags can now be edited and deleted.


  • You can now change the name of your organization.
  • Better management of contacts and the ability to delete.
  • Several minor defect corrections and enhancements.

We look forward to your feedback and suggestions as we work on the next version of Treasurer's Briefcase!

Have an idea? Click here.

How Treasurer’s briefcase Works

Tour video
Enter checks, deposits and other transactions. You can split checks and deposits into multiple categories. Print checks and use our approval workflow to allow your board to authorize payment.
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Store all your important document securely in the cloud. Upload or email your documents to your own private storage locker in the cloud!
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All the reports you need to keep your board and stakeholders informed about the financial state of your organization. You can produce all of the reports in either PDF or Excel format.
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Manage all your members, contacts and vendors using our convenient and easy to use contact management feature.
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Trudy's BudgetMaker is the easiest way to create your yearly budget. You last year's data as a starting point and then create your budget variance reports to show how you are tracking toward your goals.
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Our plans are designed for clubs of all sizes. Try Treasurer's Briefcase for free to start and upgrade as needed.
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