To get started with troop accounting:
- Enter or upload your complete troop roster of scouts and adults.
- Decide if you want to use the fund accounting feature (usually not necessary) and, if so, set up the funds, categories and transaction types.
- Create a troop account for each place your troop keeps money, like your troop checking account or the troop's PayPal account.
- Enter the starting balance for each troop account.
- Enter or upload the starting balance for each member account.
- Enter the starting balance for any event for which the books are still open.
- Enter the starting balance for each fund (only if you are doing fund accounting)
- Decide if you want to accept on-line payments and, if so, whether you want to use Square (highly recommended) and/or PayPal (best for troops who use PayPal as their bank account).
- Decide if you want to use the budget feature and, if so, review the budget template and your event types, and update your transaction types to enable budgeting. This can be implemented later, after you've used the other accounting features for a while.
As treasurer, you may not be responsible for the first step, but you must wait until this is complete before you can start. The troop roster can be entered manually using the New Scout Registration page. If you are coming from another troop management package, such as TroopMaster™, you may be able to Upload Your Roster into TroopWebHost.