Streamline management of your back of house operations
Accounting
- Accounts Payable
- Create invoices batches and to post to the GL
- Yearly 1099 Prints for your marked vendors
- Print checks for your vendors in batch prints
- Make payments towards invoices received against PO allowing for accurate inventory and accounting submission
- Accounts Receivable
- Create and add tickets to a batch to post to the GL
- See member profile for monthly or outstanding balances and search for past transactions
- Monthly statement with the options to print or email to members
- Delinquent and suspended letters generated for members based on your club’s rules
- Transactions from POS are recorded automatically to Accounts Receivable
- General Ledger
- Complete record of financial transactions for the club
- Automate Recurring Journal Entries
- Upload Budgets into the system and compare against actuals Manage and create new COAs
Membership
- Create and maintain the member database and send monthly member statements
- Membership Analytics with customizable reporting
- Seamless integration of membership transactions with Accounting
- Manage memberships, renewals, property sales, & leasing sales
- Guest Card Activation from Web site & App
- Creating & maintaining Gift Certificate process
Retail POS
- Allow retail associates to manage merchandise sales
- Manage multiple retail locations from one workstation
- View in-depth retail analytics that create agile decision making
- Access member profile during each transaction to offer a customized shopping experience for every member
- See a member’s transaction history in an instant allowing for upsell and cross-sell recommendations based on previous purchases
- Distribute and manage gift cards
Inventory Receiving
- Easily create and share purchase orders with vendors electronically
- Facilitate flow of retail items from receiving to transferring through to the point of sale
- Track and audit all items, allowing for quick and seamless month end processes
- Conduct inventory accurately while operations are still open for maximum flexibility
- Create custom barcodes for any item allowing for streamlined inventory counts through preferred scanner type
Service Request Management
- Users can report issues and track their progress
- Automatic assignment of service requests to personnel based on their expertise
- Manage projects with multiple assigned duties
- Identify and manage team member workloads throughout the day
- Automated notifications of service request status and completion
- Plan and reduce costs with the preventative maintenance scheduler
Club Analytics
- Customizable analytics of club operations
- Allows leaders to make data-based decisions, not “gut” based decisions
- See where and when your members utilize the club
- Be proactive, instead of reactive by making smarter decisions in the moment, not the end of the month or season
- Handle your Board of Governors Meetings with ease and efficiency
- Data when you need it, and how you need it
- Drive membership satisfaction through a deeper understanding of their spending and club usage
Payroll
- Rest easy knowing your tax tables are constantly updated to keep up with regulatory changes
- Review & process payroll in an expedited manner
- Manage employees’ timecards ensuring accurate payroll and time punches
- Comply with budgeted hours, while reviewing daily, weekly, monthly variances all on one screen
- Print paystubs and W2’s or setup direct deposit directly from Cobalt
- Manage multi-type pay-periods and methods including international employees
HR & Recruiting
- Intuitive & easy to use workflow from recruitment and job posting, to interview process, and ultimately to employee onboarding
- Automated mass employee integration for seasonal employees, or international hires
- Benefits and deductions management through employee portal & app thus reducing data input redundancy
- Employee app allows for review their schedules, pay stubs, HR notifications & communications, and edit personal information
- Creation of job codes and assignments that flows through the entire Cobalt infrastructure
- Tracking and submission of performance evaluations
- Create and review schedules for all departments, or automate the process entirely
