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Financial reports

Welfare financial reports your members can trust

Accountability is what keeps a welfare together. Jalika produces welfare financial reports and member statements straight from the records, so the treasurer's report for the AGM takes one click, and every figure can be traced.

How it works

  1. 1

    Payments and benefits are recorded

  2. 2

    The ledger updates automatically

  3. 3

    Officials view the dashboard

  4. 4

    Print reports for the AGM

What you get with Jalika’s welfare financial reports

Member statements

Each member's full contribution history and balance, downloadable as a PDF or sent by SMS on request.

Defaulters and arrears

See who is behind, by how much and for how long, before it becomes a problem.

Income and expenditure

Contributions, levies, benefits paid and running costs, by month or year.

Treasurer's AGM report

A complete financial summary for the annual general meeting, ready to print.

Audit trail

Every change records who made it and when. Records are corrected by reversal, never deleted.

Management dashboard

Collections against target, fund balance, pending claims and member numbers at a glance.

Frequently asked questions

Something else on your mind? Talk to us.

Can our auditor access the records?

Yes. Give your auditor a read-only login: they can see every record and report but cannot change anything.

Can we export reports to Excel?

Yes. Every report can be downloaded as Excel or PDF.

Can members see the association's accounts?

You choose. Members always see their own statement, and the committee can publish summary reports to the member portal.

Guides for officials

See Jalika run your welfare's own rules

Book a free 30-minute demo. We set it up with your contribution amounts, benefits and approval steps, so you see exactly how it works for your members.