The ability for TT to manage money is very basic, which is great in some ways. But in order to be useful (i.e. roll out to the scouters in the Group - we’re a long ways away from individual members/families), I need an easy way for scouters to upload expenses incurred.
Ideally they could log into their app, have a very easy “pay for something” button, and they could then fill in details including taking a photo of the receipt, setting category, etc.
In the same vein, some receipts may be split across multiple categories, and there’s no way to do this in a single transaction at present…
Please share more of your use case for this feature request. In my experience it is typically adult leaders that incur expenses and must turn in a receipt for reimbursement. What expenses are they incurring outside of the Unit that requires uploading a receipt?
You could get this ability if you enable Manage Money Accounts for your users, if they only have Household level access they would only be able to modify their own Money Account(s), however they would have full control and be able to delete transactions.
They can use the built in RSVP system to pay for events they are attending.
In the case of Receipts across Multiple Categories you can add more than one tag to a financial transaction which will make it part of multiple Money Categories, however there is no way to specify how much in each category without making multiple transactions and upload the same receipt to each.
The mobile app would be limited from doing any kind of money transaction anyway because of rules placed on the app by the Apple and Google Play Store rules for free apps. They see all money transactions as an in app purchase and would charge TT a percentage of the transaction.
As a leader, I have expenses incurred. As a quartermaster, I have lots of expenses incurred. As a section leader and QM, I sometimes make a purchase with multiple items that go into different categories.
So I want to be able to take a photo of the receipt (possibly with multiple pages), code it into the various categories, and then be able to submit the expense for reimbursement.
Tracking that lifecycle (uploaded/submitted/approved/reimbursed) is a different feature perhaps.
Right now we use a spreadsheet and email which is pretty crappy for the treasurer, as things aren’t in a consistent format…
Gotcha, that makes way more sense as a leader of the unit incurring expenses and submitting for reimbursement. This could be mostly handled in TT if you have the Manage Money Accounts privilege, you could enter your own transactions and include a picture of the receipt. You would need to create separate transactions for the different categories so that would be more work for that specific part but then at the end whatever you are owed would show up in your Money Account as a credit and you could request your treasurer to check the account then reimburse you. Everything would be tracked with the receipt backup.
We often have leaders just say leave the money in the account and then it is a credit for future outing costs, either way though it could all be tracked that way.
Sure but accounting-wise it is harder that way. The “challenge” in scouting is an interface that makes sense to leaders and parents, most of whom do not have experience in managing business expenses, never mind bookkeeping and accounting
Sure but this use case is really specific to leaders who should have more access and a greater degree of involvement in any system that is used. I am not sure this will really be something that too many other users of TT would find useful when the system does some of what you are asking when talking about leaders with access. The parents should not ever, or very rarely have this use case so their usage of RSVPing to events and getting charged for that is simple and suited to their use case.
For feature requests the process is get community feedback, if there is support then the TT Dev team takes it under advisement and may add it to the future feature list, then it can depend on how simple the enhancement is to implement, this one seems it would be quite a large undertaking.
Well, we can’t use TT with our parents (it is not GDPR-compliant), so trying to use it for accounting and gear management. It is clearly a bit weak in this area which is fine, but why I logged this enhancement request!
Got it, yea TT is most heavily used for BSA units then others on smaller scales. Not sure how much sense it would make to implement GDPR compliance for so few units in the EU using it. Honestly even if others lend support to this idea I don’t see it being implemented any time soon. There is all ready a back log of feature requests that are being worked on.
