Trips: Globally collect & post trip payments

You can collect and post individual trip payments as they are turned in. Another option is to collect the money and post trip payments for multiple students at one time. This option is handled using Charm's Global Collect Money feature.

On the Main Sections menu, click Finances, click Trips, and then click Global Collect Money.
Select the trip. This displays a list of all students and chaperones assigned to the trip.

NOTE: The Amount field is tan for students and chaperones who have paid in full for the trip. For those who have not yet fully paid, the Amount field is green.

For Amount, type the dollar amount collected without currency signs.
If payment was by check, in the Check # column, type the check number. If payment is by cash, leave Check # box blank.
Continue entering amounts for those you have collected from.
When finished, click
.
On the Deposit Settings page, fill in the information.
1. If the transaction date is different than today, click the date and select a new date.
2. For Book Money To, select the account to post the money to.
3. To compile all receipts into one file, ensure
  is displayed. Click
  if you do not want to batch the receipt.
4. The Deposit Group Number defaults to today, if needed, change the number.
5. If you are using budget categories, select your category.
When finished, click
.