Event Assistant

Developer: Andy Bettis

Current Version: 1.3

Last Updated: 1 year ago

Download Size: 2.8 MB - Download

Description:

Event Assistant is a clear and easy to use program for the budgeting, management & accounting of workshops, seminars, classes and other events. Enter you information as it becomes available and Event Assistant will organise, collate and present it in a clearly understandable format.

First set up your budget. Enter the expected number of participants and estimated expenses, either for the event as a whole or per participant, then adjust the values and see how they are reflected in the projected balance. Replace the estimates with actual values as they are paid and see how the accounts balance.

If you have an external presenter their fee can be a fixed amount, an amount per participant or a percentage of the final balance. Maximum and minimum fees can also be specified. You can have as many presenters as you want.

Participant details include name, address & email plus a space for any other notes. Participant lists and group emails can be generated from within the program. Payments can be grouped for ease of bookkeeping.

Reporting is full & detailed and can be expanded or condensed to suit your needs. All of the information can be copied in a format suitable for spreadsheets & word processors for easy data exporting.

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Release Notes:

You can now use entries in your Contacts (Address Book) to set up participant details.

Also some minor bug fixes.

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Most Helpful Reviews

4/5
Version 1.0
Review by Erindipity75

Does everything promised - I am currently using this app for the planning of events for Girl Scouts. Overall the app is easy to use and prevents me from having to create custom budget sheets for each event I plan. Most important I like how easy it is to update the program as additional information is available and participants register. I particiularly like the ability to factor in costs per participant as well as fixed costs. I am not currently using the participant registration function as I have an online registration system available to me for this. There are some limitations to the app. Specifically, I would like to be able to categorize expenses such as salaries, supplies, food, etc. I have worked around this by how I enter the details of expenses, but it is more time consuming. It would also be nice if you could sort the expenses. You can drag and drop them into another order, but I feel the need to have things alphabetized and dislike having to go back in after the fact and reorganize the list after entry. While a minor thing, I would like to also be able to track items with no expense. When others look at a budget they like to know that I have at least considered this expense even if there is no cost for this event. For example, I may have a speaker donating their time, I want to mark in the records that there is no expense for this so it doesn't look like I simply forgot to add it in. Most importantly, while the program allows you to track participants, I would really like a function to track staff assignments. I frequently have as many as 50-100 staff members or volunteers at an event, I really need to be able to look at staffing assignments quickly and easily rather than searching for a different document.

Found helpful by 6 out of 6 people