| Accounts |
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 Define your own asset, liability, income, and expense accounts to track your group's finances: |
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| Identify reserve accounts to designate funds held for future use, such as camp and trips: |
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| Organize accounts hierarchically (in a "tree") to provide maximum reporting flexibility: |
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| Define budgets on any account to track projected vs. actual spending: |
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| Budget your accounts by month, quarter, half or fiscal year: |
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| Limit account use to specific groups, or open it for your entire organization: |
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| Identify whether account revenue is allocated to a group or its members: |
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| Activate or deactivate accounts to keep reports current: |
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| Group income and expense accounts into profit centers for easy "bottom-line" analysis: |
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| Bookkeeping |
TL |
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| Dual entry transactions ensure all funds are fully accounted for: |
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| Enter transactions in "checkbook" register format: |
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| Optionally enter transactions using "enter and post" process: |
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| Identify multiple sources of income or destinations of expense per transaction: |
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| Identify which members are providing or spending funds: |
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| Balance and reconcile accounts with ease: |
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| Groups |
TL |
BL |
| Define groups of members for reporting purposes: |
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| Limit members to patrols/dens: |
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| Allow member participation in unlimited groups: |
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| Manage group's mailing address, seasons, notes, and fees: |
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| Track people's memberships with membership period and passbook balances: |
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| Generate reports for individual members or full groups: |
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| Create ad-hoc groups for any event or phone lists, or for financial tracking: |
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| People |
TL |
BL |
| Record people's names, phone numbers, postal address, email address and general notes: |
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| Differentiate people between scouts, adult leaders, and Friends of Scouting: |
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| Differentiate people between students, booster, and sponsors: |
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| Track student's age, graduation year, and guardians: |
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| Track donor's company, donations, and general notes: |
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| Manage memberships with membership period, balances and transactions: |
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| Member Accounts (Passbooks) |
TL |
BL |
| Assign passbooks to any person or group to track finances: |
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| Rapidly determine opening and current balances for any period: |
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| Allocate fund-raiser proceeds across member accounts: |
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| Manage dues and fees for individual members: |
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| View organizational revenue and expenses broken down to passbook level: |
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| View passbooks' funds reserved for future use, providing actual vs. available amounts: |
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| Equipment Inventory |
TL |
BL |
| Automatically add to inventory when expensing to equipment account: |
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| Automatically sell items from inventory when income is from equipment account: |
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| Track description, condition, user-defined categories, purchase price, and current value: |
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| Payment Plans |
TL |
BL |
| Define payment schedules for members to pay dues, fees, and camp and trip expenses: |
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| Assign participant liability as full or pro-rated amounts: |
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| Automatically generate schedule based on weekly or monthly recurrence: |
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| Provide invoices to members for any payment plans: |
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| Help |
TL |
BL |
| Obtain context sensitive help from all dialogs: |
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| Access electronic User's Guide in Adobe Acrobat® format for online viewing and printing: |
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| See integrated FAQs to answer standard questions |
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| Take advantage of full telephone technical support: |
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| Read optional Tip of the Day at program start-up: |
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| Data Management |
TL |
BL |
| Import and export data from other software packages: |
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| Optionally password-protect your database: |
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| Transfer data to TSI's TroopMaster®,
PackMaster®, and Automated District Management System®: |
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| Backup and restore your database to protect your valuable data: |
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| Enter unrestricted numbers of people, accounts, groups, and transactions: |
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| Miscellaneous |
TL |
BL |
| Track donations and gifts by individual sponsor: |
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| Customize lists for phone number types, grade levels, equipment conditions, and relatives: |
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| Manage annual "Friends of Scouting" fund drive: |
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| Customize program execution with comprehensive runtime options: |
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| Deactivate seldom used or expired objects to reduce report clutter: |
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| Reports |
TL |
BL |
| Accounts |
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| Account List - Lists all accounts defined in the system: |
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| Account Summary - Lists net activity for all accounts in the system: |
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| Account Register - Lists all transactions for selected accounts: |
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| Reconciliation - Includes all uncleared transactions with balances and variance: |
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| Budgets |
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| Annual Budget - Lists accounts, their monthly budgets, and yearly totals: |
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| Budget Status - Lists accounts with budgeted, actual, and variant totals: |
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| Profit Center Budget Status - Lists profit centers with budgeted, actual, and variant account activity: |
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| Forms |
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| Equipment Inventory Form - Provides a blank form with which to record all equipment inventory: |
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| General Purpose Worksheet - Membership roster with phone numbers and space for individual notes: |
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| Payment Collection Form - Participant roster by name, amount owed, and space for payment: |
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| Transaction Register - Provides a blank form to record transactions for later data entry: |
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| General Ledger |
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| Balance Sheet - Reports all assets and liabilities along with your unit's net worth: |
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| Detail - Lists all transaction details for selected accounts: |
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| Income / Expense |
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| Annual Inc/Exp Report - Lists each months' and year-to-date balances for all I/E accounts: |
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| Monthly Inc/Exp Report - Lists selected month and year-to-date balances for all I/E accounts: |
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| Profit Center - Lists all Profit Centers with organization, account, and passbook details: |
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| Labels |
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| Equipment - Generates labels with equipment identification information: |
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| Mailing - Generates mailing labels for individuals, membership groups, return addresses, etc: |
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| Member Passbooks |
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| Passbook Balances - Provides opening balance, activity, reserved fund, and net totals: |
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| Income / Expense Comparisons - Reports activity of selected accounts and combined net activity: |
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| Member Inc / Exp Totals - Reports net income/expense activity for selected passbook holders: |
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| Member Reserve Totals - Reports net reserve activity for selected passbook holders: |
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| Member Transaction Details - Reports all transactions involving selected passbook holders: |
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| Payment Plans |
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| Dues Status - Lists members with scheduled, actual, and outstanding dues payments: |
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| Invoice - Includes payments due and payments made for individual members: |
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| Member Payments - Reports scheduled, actual, and outstanding payments for selected passbooks: |
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| Payment Status - Lists members with scheduled, actual, and outstanding payments: |
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| Personal Savings Cards - Individuals' wallet-sized cards with scheduled payments: |
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| Payment Plan List - Lists schedules with their dates, payments, and participants: |
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| Payment Plan Tracker - Lists schedule participants with collection dates for check-off: |
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| Rosters |
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| Friends of Scouting - Lists names, addresses, phone numbers, etc. of Friends of Scouting donors: |
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| Groups - Lists each group along with associated information: |
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| Inventory - Lists all equipment in service for the current fiscal year: |
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| Phone List - Lists names, phone numbers, and email addresses in a compact, multi-column format: |
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| Organization - Lists names, addresses, phone numbers, etc. of members: |
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