eClientLink Custom Financial Statements, Reports, and Chart Editor

The Editor is a QuickBooks App for use with QuickBooks Online and Desk Top versions.

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Recently the Elks organization has adopted a plan to improve its financial reporting and monitoring. The new program called the 'Financial Reporting System' or FRS, is designed to get all Lodges to keep their accounting records using an Elks standard chart of accounts.

We believe this new system will substantially improve the financial reporting and financial decision making at the local Lodge level.

Implementing this new system is going to be a major undertaking at the Lodge level. There is a requirement that the Lodges change their accounting chart of accounts to the new standard chart of accounts. The Lodges will also be required to submit to the Grand Lodge monthly transactions from their accounting system, in a format specified by the Grand Lodge. Our eClientLink App can help with this task.

For Lodges that are using QuickBook, the eClientLink App can produce the required reports in the specified format. After the initial setup, the monthly report will be a relatively simple one button process.

The first thing we would do is prepare, in consultation with the local Lodge, a Mapping Worksheet. This worksheet will show which accounts in your QuickBooks file, if any, need to be changed to comply with the Grand Lodge requirements.

After review and acceptance by the Lodge of the Mapping Worksheet, we will complete and transmit to the Grand Lodge, the required files. These file are the Mapping file, Beginning Balance file, Monthly Transaction file, and the Budget file. The monthly transaction file will be prepared through the current month. 

We will also setup a Grand Lodge style Financial Statement. This will allow the local Lodge to print the financial statements for use by the Lodge.

The cost of the initial setup will be based on the complexity of the setup. The average fee is about $150.00. After reviewing your Lodges situation, we will provide a fixed cost for the setup before we start any work.  It will come with our 100% guarantee of satisfaction. If you decide to not use our App, for any reason, we will credit you for any unpaid fees. If after the initial setup the Lodges wish to continue using eClientLink to prepare and send the required files, there is a subscription fee of $15.00 per month, billed annually. The file can be prepared with a simple one button function.

Additional Services:

If your Lodge is currently transmitting your transactions to Grand Lodge by exporting your transaction to Excel and then manipulating the Excel file, our App can save you much time and frustration. With eClientLink, after initial setup, the files can be send almost totally automatically with a one button click.

Would you like to produce Grand Lodge style financial reports? With our App, after initial setup, this can be done with a one button click.

To sign up for a Free 30 day trial of eClientLink, select the 'SignUp/Login' from the menu above.  

Information, for those Lodges that wish to do their own setup using our App, Can be found Here (caution, this is somewhat complex.):

Grand Lodge Link: Member login required.

eClientLink is not associated with the Elks organization. eClientLink is a separate commercial operation.