Keeping track of payments?
May 23, 2011 4:59 PM Subscribe
Need ideas on how to keep track of people making multiple payments for large trips or activities, with the ability to report how much they still owe. Much more detail inside.
posted by kraigory to Work & Money (5 answers total) 1 user marked this as a favorite
I'm a youth minister at a church, and I need a better way to keep track of students going on trips throughout the year. Here's what I need.
-The ability to have a "master contact" list with all of the students and their contact info. Need to be able to tag students who are going on trips or events.
-Need to be able to add funds to a students "account" when they make a payment, or earn money through a fundraiser. Do need to be able to keep track of how a "deposit" was made- i.e. check number, or fundraiser event.
-Need to be able to keep track of "payments" towards a specific trip or event. These payments can come from either checks or fundraiser money they have earned.
-Need to be able to generate reports showing what payments students have made, and how much they still owe.
-Ideally, this system would be re-usable (i.e. be able to add new trips and events.
-I also need the ability to transfer "funds" from one person's "account" to another- fundraiser money that isn't used towards a trip or camp will be applied to other people who are going.
-Ideally, this needs to be a relatively simple system that can be accessed by multiple people. I have a secretary who sometimes adds payments, etc.
-We don't have MS Access, which I realize would be a great solution.
Any tips or ideas?