Dealing with all the fee and payment transactions can be a cumbersome and confusing job. The Ledger Module eases that burden by providing a way to track all fees and payments and see the big picture view for the entire club. It also provides a detailed view of the financial records for each individual and household. The Household Account Statement report can be used as an invoice to keep families informed of purchases and balances. The Receipts Report can provide a detailed accounting of the monies received for the church treasurer.
The Ledger Module includes tabs for Fees and Payments as well as access to a selected member's Household Ledger. For an overview, see Working with the Ledger.
Most actions on these grids, including marking items as received or not received, can be applied to multiple rows at once using the multi-select ability. |