Transaction Categories & Reporting
Parent focus
Focus on family account visibility, event registration, and payment request workflows.
- Confirm how family-level balances and member registrations are managed.
- Use support links when household access or invitation issues appear.
This guide explains how TroopForge handles non-event withdrawal categories and operational reporting, with role-specific instructions for treasurers, leaders, parents, and scouts.
Use the role switch above to hide sections that do not apply to your role.
Lifecycle: Configure Categories, Process Requests, and Report
Transaction category and reporting workflows move through three connected stages in TroopForge.
- Treasurer defines and maintains transaction request categories.
- Members submit withdrawal requests and treasurers approve or deny them.
- Leaders and treasurers review reporting views and export files for follow-up and reconciliation.
Parent/Scout Workflow: Request Withdrawal and Track Status
Where to go: Left nav Transactions -> Request Withdrawal.
- Open Transactions and click Request Withdrawal.
- If you can access multiple scout accounts, select the correct member first.
- Choose a category from the dropdown list provided by treasury.
- Confirm amount (default can be edited), then add optional notes.
- Submit the request.
- After submit, TroopForge confirms: A treasurer will review your request.
- Track status in Withdrawal Requests as Pending, Approved, or Denied.
- Pending requests reserve funds until the request is resolved.
- Parents and scouts can submit requests but cannot approve or deny them.
Role Boundaries and Expected Access
- Only treasurers manage transaction request categories and resolve pending request approvals.
- Only leaders and treasurers can open the Reports catalog and report pages.
- Parents and scouts use the Transactions experience for request submission and personal/family visibility.