In this article, you will find the following videos:
- Participant Ledger Overview
- Using Filters and Exporting Data in Participant Ledger
- Participant Ledger Balances
- Balancing Participant Ledgers
Participant Ledger Overview
This video provides a brief overview of the participant ledger, the finances exchanged between participants and an organization, within the CampDoc / SchoolDoc application.
Using Filters and Exporting Data in Participant Ledger
In this video, you'll learn how to use filters in the participant ledger to export financial data and interpret the resulting spreadsheet to track payments and balances for your families.
Participant Ledger Balances
In this video, you can see participants' balances within the CampDoc / SchoolDoc application, including 'paid in full', 'outstanding', and 'need refund'.
Balancing Participant Ledgers
This video describes how to balance your participant ledgers, an end-of-year best practice that ensures no balances carry over and enables you to start your new season with a clean slate.