I would love to be able to run a report for a specific outing, so I can (1) see if we stayed in budget or not, and (2) see if all the scouts have paid. I can choose a calendar event when charging scouts, and when making a unit payment, then select a key word from the event when running the report to get those values. But, there is no summary, so I end up having to export as CSV to do the math. I also can’t see who has paid, as the calendar event is only being associated with the charge, not payment. I also don’t see a way to run a financial report using a key word from the Category/Label field - is there? I’d appreciate any comments on how Scoutbook can be used to check budget for an event, and/or how others handle this. Thanks!
Other SUAC can answer better - but I do not see the BSA Platforms ever being a full financial suite - Quickbooks or other financial products are built for that job.
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The payment log was only designed as a simple “money in, money out” system. Beyond that, even though there are categories and you can apply payment to different things, it does not work well partially due to lack of reporting. I do not envision BSA doing much more to the payment log than is already there.
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Thank you both! Yes - I agree, it is just a lack of reporting. It seems like some new, very easy-to-create report options would make the system a lot more valuable.
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