7.7.1 Group Leaders Viewing of transactions in the Main Finance Ledger

There are a number of things that need to be done to allow this:

1. The Treasurer must be entering transactions associated with the group(s).
2. The Group Leader will see transactions as the financial year progresses. The system will create and display Group brought forward balances at the start of the financial year as this will bring into the current financial year any balances for each group of allocated money.
3. The Group Leader needs to be given the rights. This means all boxes as shown for Group ledger:

As a Group Leader, if your site does not have this feature set up then you will need to discuss this with your Treasurer and Committee.

Fig 1

Note this will give only the Viewing rights to all Group Leaders but only those will transactions associated with their group will be able to see any transaction.

The Group Leader cannot input or edit any transactions into the main ledgers. They can only be entered or edited by someone with Treasurer's privileges.

If this is set up and transactions are in the ledger when a Group Leader logs into Beacon they they see the following new item under Finance:

The new view is under Ledger (by group).

Selecting this option only shows transactions if there are any in the ledger for the groups of which they are leader. This will see this:

This shows opening balance and transactions with a running balance. 

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: