how do you add items to the “apply payment to” dropdown in Scoutbook payment logs? Mine just says “Unassigned”
@ElainePosanka- you just type it into the transaction
I put it in the “Name or Description” field, but can’t figure out what the “Apply Payment To” field is for. CHecking out that link you sent
@ElainePosanka- have you hovered over the question mark ?
Yes. It says “Select a matching charge that this payment should be applied to. It is a good idea to enter all charges first before logging payments” Sounds like it should be a dropdown? But it isn’t.
@ElainePosanka- when you start adding charges that list will grow
I tried changing the “Name or Description” field to exactly match the Withdrawal from Scout/Adult Account entry’s Name or Description field. Got nowhere.
The “Calendar Event” Field has grown, but I’ve been using the payment logs for 5 years now and the Apply Payment to field has never changed from “Unassigned” Am I entering things incorrectly?
@ElainePosanka- i believe you are.
Do you have any insight into what I could do differently?
It’s the same story in the Payment Log Quick Entry
@ElainePosanka- in order to have the apply to list have anything you have to add charges from the unit posted to the scout payment log. If all you have ever done is unit level transaction and not scout level most likely that is the cause. I have recharted listed as the apply to is because I entered a transaction on the scout log for the cost they have to pay
@ElainePosanka- the logic is if you do not have a charge for a specific title then unassigned is all that will exist
Ah ha! So for withdrawals, use “Record a Charge from Unit” instead of “Record a Withdrawal from Scout/Adult Account” I have always wondered what the difference is and always used the latter. No wonder my Troop Payments Log has always confused me. Thank you!
@ElainePosanka- you should be able to go back and modify those transactions so that it builds the list of Apply Payment To
Not sure I want to do that much editing. I also noticed that scoutbok no longer allows you to change the “type” of an entry when updating. You have to delete the entry and add a whole new one. Pretty sure this is a change, I remember being able to do it before.
I will enter things differently from this point on, however. Thanks for your help!
@ElainePosanka- no problem. So as an example.. you have Summer Camp coming up and 6 scouts going at $580 per scout you would enter a charge from the unit on each scout for that amount with the tag pf Summer camp, then as you get payments you should be able to see unassigned and summer camp in the apply payment to
Yes, that will make my accounting much more accurate. Right now I enter a “Deposit for Summer Camp Second Payment” Payment from Scout/Adult entry, and then a **“**Summer Camp Second Payment” Withdrawal from Scout/Adult Account.
