In this article, you will find the following videos:
Organization Ledger Overview
This video provides a brief overview of the organization ledger, the finances exchanged between your organization and DocNetwork, within the CampDoc / SchoolDoc application.
Organization Ledger Filter Feature
This video will walk you through the options available within the organization ledger filter.
00:03: Well, hi. I'm Phil from the DocNetwork Training Team. 00:06: In this video, I'm going to show you how to setup your payout settings 00:10: in your CampDoc or SchoolDoc platform, 00:12: ensuring that funds collected during registration are paid out 00:16: smoothly to your organization. As we get started, please note 00:20: that you'll need finance edit access to make these changes. To 00:24: begin receiving funds, you'll need to add a checking or savings account 00:29: in payout settings. Here's how to do that. 00:32: The first step is to login to your provider portal. 00:36: Then in the main menu, click on finances, from the sub 00:40: menu, that appears select finances setup. 00:43: Once you've selected finances setup, it will automatically take you 00:47: to the payout settings tab. Under the account information section, 00:52: click the add payment method button. Now 00:56: enter your routing and account numbers to add your preferred payment method. 01:01: Remember you must add a payment method to enable payouts for your organization. 01:05: Without this, funds collected during registration won't be paid to your bank 01:09: account. Now, once you've added your payment method and associated 01:14: address and information, and so on, you can choose to enable or disable 01:18: daily payouts based on your organization's needs. 01:21: Here's how. First under payout control, 01:24: you'll see a toggle switch. Toggle on to enable daily payouts. 01:29: This will initiate daily transfers to your saved payment method whenever 01:33: your balance is over $500. If you toggle that 01:37: off, disabled payouts, this will stop 01:41: your daily transfers. Also, remember that payouts might take between five 01:45: to seven business days to settle into your account. And that's it. 01:50: By setting up your organization's payout settings 01:53: you can easily manage the transfer of funds collected 01:56: during registration to your organization's bank account. 02:00: If you have any questions, feel free to reach out for assistance and as always, thanks 02:04: so much for taking the time to watch.
Organization Ledger Export
In this video, you will learn how to export data from the organization ledger to a CSV (or Excel) file.
Organization Ledger Financial Reports
This video provides an overview on how to read the exported data in an organizational ledger export.
Organization Payouts in CampDoc / SchoolDoc
This video walks you through how to set up and manage your payout settings in your Provider Portal. Learn how to add or edit your checking or savings account information, and discover how to enable (or disable) automatic daily payouts.