Getting Started

The software Diacamma Asso includes a large number of settings and few seem difficult to configure to need your structure.

We offer this explanation to help you take that first step in using this tool.

Follow step by step the various phases settings. In each step, we will not re-show the features. We also invite you to refer to the rest user manual for it.

It may be interesting to perform backups during this procedure. This will allow you, if you made a mistake, to return to a previous step without starting everything (including installation).

Check the last days of your software

Start by checking your software is up to days. Indeed, we regularly distribute patches that are not always included in the installers.

Presentation of your structures

Menu General/Our details

In this screen, you can describe the details of your structure. Many features use this information especially for impressions (invoices, accounting, members of the list …)

Management members: the season and subscription

Menu Management/Modules (conf.)/Seasons and subscriptions

Verify that you are on the right active season. You can also change the periods associated with this season and he associated the requested documents related to all reassessments. Early in the season, you can change the list of different subscriptions you offer your members. If you use the billing module, the tool will allow an assessment of associated articles and an amount that will be used automatically.

Management members: activities and teams

Menu Management/Modules (conf.)/Categories

In case you want to manage multiple activities, teams or your members sorted by age class, configure these lists.

Adjusting your invoice

Menu Management/Modules (conf.)/Payoff configuration Menu Management/Modules (conf.)/Invoice configuration

Make sure the settings match your invoice. You can also here, set up the bank details of your main bank account as well as add secondary. These will be helpful for functionality “check deposit” the biller.

Creating your first fiscal year

Menu Management/Modules (conf.)/Accounting Configuration Menu Financial/Bookkeeping/charts of account

Craft your first fiscal year and make it active. You will also create accounts this year to have a fully operational accounting.

Add association members

Menu Association/Members/Subscribe adherents Menu Management/Modules (conf.)/Contacts import

You must now add the different members of your association. Two solutions for this: one by one via an external or import.

To add one by one, you need to add a listing for each of your members. If you have a list of external members to import, extract sub CSV following formalism explained in the manual.

Remember to give them an assessment, otherwise they will not shall appear in the list of contributors members. If an error occurs, you can easily find them by using the search tool.

Note that for each new entry fee, a non-validated invoice will be generated automatically.

Accounting update

Menu Financial/Bookkeeping/accounting entries Menu Financial/Bookkeeping/Model of entry

If you implement Diacamma asso during your exercise, you will also need to enter your retained earnings of the previous year and reenter the writings of earlier this year.

Warning: do not forget that adding a membership fee generates an invoice and associated accounting entries. Take into account the recovery of your accounts. To help you entering your accounting, we advise you to use the scriptures models. Register entant model recurring entries that you have in a year. So you can quickly complete your accounting few clicks.

The email

Menu Management/Modules (conf.)/Mailing parameters

Define your settings for your email. The smtp server allow Diacamma Asso sent to a number of message: invoice in PDF, connection password …

You can specify how to react links ‘write to all’ react with your email software.

Association managers

Menu General/Our details Menu Management/Modules (conf.)/Contacts Configuration Menu Association/Members/Subscribe adherents

In the window of your contact, you can associate membership as part of your structure. Use the search tool and assign a function to them. You can also add your own functions structure.

Since the profile of each of your members, you can give the working people a connection right Diacamma Asso. Privileged use of the software with an alias and a password specific to each user. Combine them also have corresponding rights to their functions within your structure.

Finally, avoid as much as possible the use of the alias ‘admin’, which must be reserved for configuration actions and maintenance.

Documents management

Menu Management/Modules (conf.)/Folders Menu Office/Document management/Document management

Define your different file allows you to import your documents to classify and share.

After going through these points, your software Diacamma Asso is fully operational. Do not hesite consult the forum: many tricks can help you to make best use of your software.