Pocket Ledger Module

Pocket Ledger is an optional module which allows you to track expenses/income for specific courses (called cost centers) and generate profit/loss reports.  It assists users in recording, tracking, and planning the finances of each course offered.  It also allows you to create object codes for different types of expenses, record income other than registrations (e.g. grants, gifts, etc.) and identify expenses as actual or projected.

Pocket Ledger Screen (view and field map)

Pocket Ledger Preferences

Adding Ledger Records

Instructor Pay Records

Mass Distributing Pocket Ledger Records

Running Pocket Ledger Reports

 

More Pocket Ledger topics can be accessed in the Student Manager > Optional Modules > Pocket Ledger section of the Table of Contents.

 

 

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