7.7.1 Group Leaders viewing the Main Finance Ledger

If your Treasurer uses the Main Finance Ledgers to record Transactions associated with Groups, it is possible to give Group Leaders access to view the Transactions for their Group.

This is done by ticking View, Create, Change and Delete against Group ledger (as leader) in the Group Leader Role Record; see 8.4 Roles and Privileges 

The Group Leader will see the Ledger (by group) menu pick under Finance on the Home screen:

On opening the Ledger (by group), Group Leaders will see Transactions associated with their Group for the selected Financial Year, along with Brought Forward balances from previous years and a running balance.

 

Note: Group Leaders cannot input or edit any Transactions in the main Ledgers. They can only be done by someone with Treasurer's privileges.

 

If the Treasurer has set Transactions to be marked as Pending, then as in this illustration the Transactions will be shown but marked Pending and this figures will not be included in the Balance. Only the Treasurer can change the Pending status of these Transactions.

If there are no Transactions associated with the group of which they are Leader then they will see this screen:

Revision History 

v1	2024-11-01	John Alexander	First Version
v2	2025-04-01	John Alexander	Update to add Revision History
v3	2025-04-04	John Alexander	Update new layout of columns
v4	2026-08-02	Graeme Bunting	Added that View, Create, Change and Delete need to be ticked against Group ledger (as leader). Images updated and minor changes to text.