Manage your union’s finances, simply.
Qota is the accounting application for running the treasury of small and large CSN-affiliated unions. Financial statements, budgets, per capita, expense tracking and more: it is all there to manage your union’s finances, simply.
You are the treasurer. Qota helps you with the task.
The treasurer’s job can be a complex one, and Qota is here to help you in your role.
You record your transactions
A bill to pay, a deposit at the bank, a per capita declaration and more. You record your transactions in a simple, friendly interface, accessible from anywhere.
The accounting work kicks in
Every transaction posts itself to the general ledger, to the right account. Nothing to balance, nothing to redo. Qota keeps your finances in order and leaves you in charge. You run the show.
Your financial statements are ready
Pull the information Qota generates into complete financial statements with comparatives, including your budget: everything updates as you go. Present clear, transparent statements to your members. You’re ready for your general meeting.
Ordinary accounting software does not calculate your per capita. Qota does.
Ordinary accounting software knows about bills, bank accounts and financial statements. None of it knows your union dues, your per capita or your structure. Qota supports you in the work of the treasury.
Your declaration calculates itself.
Qota calculates per capita from the union dues received, applying up-to-date CSN, federation and central council rates, then prepares a monthly report to attach to your payment. Send it in just a few clicks.
Your activity reports plug right into Qota.
Invite your executive and members to Qota and have them create their activity reports. Claimed expenses are approved by the configured members, and the report is added straight to your accounting. Import your receipts and export your reports easily.
Powerful features that stay simple.
Discover the main Qota features that let you run your union’s finances efficiently.
Your financial statements, generated automatically.
Your statements update as you record your transactions. They are ready when you need them, for an executive meeting as much as for the general assembly.
- Four complete statements: balance sheet, statement of operations, cash flow statement and statement of changes in net assets
- Exportable to PDF and Excel, ready to attach to your general assembly package
- Comparison with the previous fiscal year, actual vs actual
- Add your budget to the comparison to see where you stand
- Group your accounts for a presentation that is easy to read (revenue less expenses equals the net)
Pay your bills and stay organized.
Record a supplier bill, settle it by cheque: every transaction automatically feeds accounts payable and updates the bank module. You always know what is committed and what is actually settled.
- Supplier records, with statistics and a view of the bills to pay
- Quick payments: record and pay in one go
- Attach the bills themselves, so everything is archived in one place
- Cheque printing on pre-printed stock
Invoices that look like your union.
Create your invoices from a template, send them to your contacts and record the payments as they come in. Follow up on unpaid invoices with manual or automatic reminders. Qota helps you keep track.
- Add a logo, change the colours of your invoices, state the banking details for payment
- Schedule reminders and send account statements, with your signature already set up
- Exportable reports, such as accounts receivable aging
- Rich client records bringing together statistics and various reports
Per capita calculations that understand your structure.
Qota knows how your union is organized and computes per capita for the CSN, the federations and the central councils. Do you have a special dues rate, or per capita of your own? Everything can be tailored.
- Per capita computed for the federation, the central council and the confederation
- A summary table of your union dues and your per capita, by fiscal year
- Monthly per capita statement generated automatically as a PDF
- Multiple employers and locals through an optional module
Assisted bank reconciliation. Simpler and faster.
Upload the statement downloaded from your bank or credit union. Qota matches the transactions against your entries on amount, date and description, including cases where several entries add up to a single bank line. You only handle what is left.
- OFX, QFX and CSV statement import, with no third party connected to your bank account
- Automatic transaction matching
- A clear, efficient interface
- Lock the reconciled month: the period freezes
Every action is traced, every access is verified.
Qota puts sound bookkeeping controls front and centre by keeping a record of every action by every user in an audit log — whether it is a cheque issued or an electronic transfer deposited. It is all there. Security and transparency go hand in hand.
- Audit log: who did what, when, from which device
- Author name frozen on every transaction
- Owner, administrator and member roles, plus a per-module permission you can tailor to your needs
- Oversight committee and external auditor in read-only access, by default
- Two-factor authentication and session revocation
- Data hosted in Canada
Get started with Qota today.
Create your union, get your treasury going, and see how Qota keeps you in control of your finances.