![]() It’s a quick and easy to find where you’re spending money. Look through your checkbook or Excel spreadsheets for categories of expenses.This is a must if you want manage your unit’s assets over time. Nearly all units have an asset account in the form of a checking account.Don’t be afraid to make changes – Scout Manager accounting is flexible enough for you add, edit and delete all you need to. ![]() Scout Manager provides a base set of common accounts most unit’s use, but there’s certainly a good possible you may not need all of them and actually need others. The toughest question everyone asks is: What accounts do I need? There’s no definite answer because everyone has different needs. This account will show up on future reports but won’t show a balance on prior reports. For example, if your committee wants to set aside $500 of it’s existing finances to start a New Tents fund, you can create the liability account with initial balance of $500 with a current date. By setting the Initial Balance Date, you can control when an account shows up on your financial reports. You can set the initial balance all accounts at any point in time. Add an account, set the name, starting balance and date then press the Save button. From within Accounting, select Account management from the navigation bar and choose an account type. Use the top-level menu to navigate to Accounts => Dashboard. BSA Registration Fees (Liability) - used to collect fees from scouts/adults.For a quick overview of the account types be sure to read Intro to Accounting. You can add, edit or delete accounts as necessary over time so the unit has exactly what you need when you need it. When Scout Manager initializes accounting for the first time, it provides you with a base set a general accounts you may find helpful. You’ll want to give some thought on which accounts you’ll initially need. Note: The user(s) will need to logout and back in for new security settings to take affect. Add the treasurer role by navigating to the Leaders tab, press the + button, select the Treasurer role and add the person(s) who require the role. You’ll need to assign the person responsible for your finances this role. How to setup Accounting Setup Accounting SecurityĪccounting is only accessible through the Treasurer role.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |