Community Fund
Quick Actions
Fund Management
People
Collection by Agent
Recent Activity
Event Registration
Events
Pending Verification
Approve or reject donor payments before they affect the fund balance.
Pending Verification
Review incoming payments before they affect the fund balance.
Expenditure
Expenses
✨ Smart Import
Upload your expenses in any format. No template required — ClayTree will identify and organize the information for you.
Excel • CSV • PDF • JPG • PNG • WebP. Multiple files can be analyzed in one temporary session.
✨ Smart Import Review
ClayTree has analyzed your files. Review and edit every row before saving.
✨ Donor Collection Import
Upload previous donor collections for review. These records are kept as historical reference and do not change current fund balances.
Excel and CSV keep bulk rows. PDF, JPG, PNG and WebP are read as donor collection pages. Multiple files can be analyzed together.
Donor Collection Review
Review validation results before importing the historical collections.
Help
Help & Support
Guidance for collections, expenses, reports, and account management.
For assistance, contact your association administrator.
History
Planner
Plan the present year tentative budget by expense category.
Reports
A simple summary of money received, money spent, and money available.
Platform Pricing
Clear pricing and the controls included for your association.
Manage
Association Settings
Carry Forward Funds
Opening balance for the current financial year. This is added to Current Fund Balance, but not counted as donation collection.
Agents
Registration creates the Association Admin. Add real Treasurer and Agent accounts with their own mobile and PIN.