Payment Log - Transfer Balances/Credits between accounts

Scoutbook New Scoutbook Feature Requests
1

Good afternoon! A while back, I submitted an idea to improve upon the Payment Log functionality by having the ability to transfer balances/credits between scout accounts. Here is a link to the original post: Add ability to transfer funds from one scout's account to another

My original post went unacknowledged and I just wanted to see if anyone on the Scoutbook product development team noticed it?

Please let me know if you have any questions. Thank you!

Tim Fry
Pack Committee Chair - Pack 4228 - Heart of America Council
Senior Business Analyst - Canadian Pacific Kansas City Railroad

2

@TimothyFry - the dev team does not monitor the forums

3

Good to know. How do the new feature ideas that people submit here on the board, get presented to the Scoutbook product team/management?

4

Couldn’t you just do it with a debt and a credit on the 2 accounts? as it is not a real financial system

5

Yes, this is how the current-state procedure for performing a “balance transfer”, 2 separate transactions must be performed, requiring twice the amount of time and having twice the chance for user error. I understand that Payment Log is not a “real financial system” with real money being exchanged, but it is the system of record for our accounting and financial reporting.

Current state procedure:

  1. View Pack Roster
  2. Click on scout/leader that needs to have their Payment Log credited/debited
  3. Selected scout/leader scoutbook user details page is displayed - Click on Payment Log
  4. Enter transaction details - Click Save
  5. System returns user to the pack admin home screen - Click View Pack Roster
  6. Click on scout/leader that needs to have their Payment Log credited/debited
  7. Selected scout/leader scoutbook user details page is displayed - Click on Payment Log
  8. Enter transaction details - Click Save (Hope that the user doesn’t mess up selecting the correct credit/debit action or entering the correct amount)

Proposed Future State:

  1. View Pack Roster
  2. Click on scout/leader that needs to have their Payment Log balance transferred
  3. Selected scout/leader scoutbook user details/profile page is displayed - Click on Payment Log
  4. Enter transaction details (Select Balance Transfer option - System displays associated accounts to transfer to - User chooses account to transfer to) - User Clicks Save
  5. System makes the appropriate credit/debit transactions. User is returned to the previously selected scoutbook user’s payment log.

Please let me know if you have any questions. Thanks,

6

@TimothyFry

How often do you transfer $ between family members?
How often do you transfer $ between non-family members?

Just trying to understand the scope of the problem so we can write it properly for the backlog.

7

Between family members: I’d say roughly 1-2x per week on average. However, usage really is dependent upon time of year. Higher use occurs during times of collecting payments for camp and during re-registration.

Between non-family members: I’d say it’s pretty rare. I think maybe 2-3x per year, and then it’s typically done in rare situations between adult/leader accounts.

8

This functionality was requested before the last major upgrade to the Payment logs but was not pursued by BSA. they wished to keep the logs as simple as possible.

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