7. Finance
This section covers everything that the Treasurer needs to know about Beacon's finance capabilities.
- 7.1 Financial Ledger
- 7.2 Transaction Record
- 7.3 Transfer Money
- 7.4 Credit Batches
- 7.5 Reconcile Account
- 7.6 Financial Statement
- 7.6.1 Calculate a true surplus/deficit
- 7.7 Groups Statement
- 7.7.1 Group Leaders Viewing of transactions in the Main Finance Ledger
- 7.8 Gift Aid
- 7.9 Working with PayPal
- 7.9.1 Setting up Online Membership Payments
- 7.10 Financial Approaches
- 7.10.1 Changing your Financial Year
- 7.10.2 Setting up Beacon Finance
- 7.10.3 Resetting Finance after a period of non-use
- 7.10.4 Resetting Finance if you have never used Beacon Finance before
- 7.10.5 Pending Transactions
- 7.10.6 Opening Balance for Groups
- 7.10.7 Refunds