Troop Management Software and Web Hosting for Boy Scout Troops User Guide
 
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Select Individual Transactions from the Money menu to view all transactions and enter new transactions.

This grid shows the 100 most recent transactions in your database.  Use the Query button to select a different set of transactions.

Click Update to update that row;  click Delete to delete that row.

Click Add a New Item to enter a new transaction, as shown below.

Click on the Transaction Type field to view a list of the available transaction types, as shown above.

Each transaction type describes its effect on troop, member, and/or event accounts.

Before you select a transaction type, the middle part of this screen will be blank, as shown at right.

After you select a transaction type and use your mouse or tab key to move to another field, you will see one or more account selection boxes appear in that portion of the screen.

In the example shown below, the selected transaction type requires you to select a troop member and an event, each of which will have its balance reduced by the amount of the transaction.



The Description field could be set to the name of the person or entity to whom you wrote a check.  For other types of transactions it should be a concise description of the transaction.

Reference can be the check number, or if you used the troop debit card, just enter "debit".

The Amount will usually be a positive number, unless you are trying to reverse the effect of an earlier transaction.

Click Save & Add Another to save this transaction and add another.
This is an easy way to quickly enter a series of transactions.