What a wonderful 2019 we had here at ClassJuggler. We've had a great year for our product, culminating in three releases with a staggering 108 upgrades, new features, and fixes. 2019 also saw the release of our new Staff Portal feature which we will continue to enhance in 2020.
As we welcome 2020, the New Year also marks a momentous time for us at ClassJuggler, as January 2020 starts our 16th year as a leading provider of online business management software solutions for the owners of dance schools, gymnastics, swim schools, dojos, athletics, K-12 education, and other businesses across the U.S., Canada, U.K., and Australia.
We are grateful to you, our customers, for making these past 15 years exciting and fulfilling. We are in a more and more competitive market these days, so we appreciate you choosing ClassJuggler as your business partner.
Many of our clients have shared their stories with us through the years, whether they've made the switch from a competitor's product to ClassJuggler, or chose ClassJuggler for our ease-of-use, product flexibility, and especially our #1-ranked customer service & support. We thank you for your praise, and look forward to a great 2020.
Use our Financial reports to get the information you need.
ClassJuggler is loaded with reports for just about every aspect of your business. Three of the most important reports for monthly bookkeeping and tax preparation are the Customer Payments, Customer Applied Payments, Company Billing, and Deposit Summary reports.
How you do your accounting for your business will determine which of these reports you will run most often.
Here are some tips and details on these reports:
Customer Payments – [CASH accounting] This report can show you all of the income you are receiving daily, weekly, monthly, or for any period of time you choose. The report will total payments in a variety of ways you choose to make reconciliation and deposit reporting simple.
Customer Applied Payments – [CASH accounting] This special report links payments received to the 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.
If you posted $1,000.00 in tuition and $200.00 in merchandise in the month you are reporting, and received $1,300.00 in payments for the same period, only the $1,200.00 applied to charges will be considered "earned" leaving $100 unapplied.
Company Billing – [ACCRUAL accounting] This report does exactly what its name suggests, which is to provide you with a list of charges you have posted in a particular period of time. Since this is only showing what you have posted in 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.
If you posted $1,000.00 in tuition and $200.00 in merchandise in the month you are reporting, this report would return $1,200.00 total in products and services billed out to your customers.
Deposit Summary – [CASH accounting] 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.
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.
ClassJuggler's reports allow you to pull a wealth of information about your business's financial health. One way to expand on those capabilities is with the use of Account Categories. Account categories build on the already existing reporting tools allowing you to assign categories (think of them as labels or tags) to certain types of transactions so that you can later pull even more detailed reports.
For example, say you wanted to be able to run a report that would give you details on how much money you earn on different programs (groups of classes). This could help you identify which programs are the most profitable, and can be expanded, and those that are not doing as well, that may be reduced in size or canceled.
You could set up a top level category named "Tuition" and underneath that category add sub-categories for your programs. You can have as many as four levels in the hierarchy for a category which gives you tremendous power in reporting, allowing you to look at any level of your hierarchy including showing them all in a single report with subtotals and grand totals by tier. Now that's powerful!
You can learn more about Account Categories by visiting your Preferences > Account Categories screen and clicking on the Help & Links Menu topic of the same name.
We have a couple of new software releases scheduled for the coming months, which will add some requested new capabilities!
We will be scheduling a Webinar to demonstrate the new Staff Portal features when they launch.
ClassJuggler offers free online classes and video training to its clients and demo users.
Our Webinar schedule for January is:
Customer Support will be closed for holidays on the following upcoming dates:
These dates are also visible on your sign-in screen.
Whether you're a brand-new customer or a seasoned client, you may have questions on how to best utilize ClassJuggler for your business. Our Customer Support Specialists are never more than a phone call or email away.
Give us a call at (866) 214-6128 or email firstname.lastname@example.org. Support hours are Mon–Fri from 8am–5pm PT.
Skype chat is available. If you've got questions and would like to speak with someone in person, just email us and we'll arrange a time to connect with you.
If you have ideas or suggestions for topics in an upcoming newsletter or for a Webinar, we'd love to hear from you. Email us at email@example.com.