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How to find unconverted cash

When Cash Held shows unconverted cash, this article describes how to find it.

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Written by Rachelle C

Home → Cash Held → View Cash Held

Provides a view of all Cash statuses by Scout and Storefront location, in real time (as opposed to the Finance page which is 2 full business days behind).

Steps

  1. Go to Home in the Trail's End Leader Portal.

  2. In the Cash Held box, click View Cash Held in the top right of the box.

  3. Detailed table showing the status of all Cash is displayed (both storefront and individual):

    1. Cash sales = All cash sales

    2. Cash adjustments = Sum of starting cash and any subsequent adjustments

    3. C2C transactions = Sum of all Cash to Credit conversions

    4. Cash collected = Sum of cash marked collected on the Cash tab

    5. Uncollected cash = Sum of any cash left uncollected and unconverted

    6. Unconverted cash = Cash sales minus Cash to Credit transactions

Notes

  • This page can be exported to CSV

  • Click View Cash Transaction History for even more details - every cash transaction

  • Cash due from a storefront shows under the storefront. Cash due by a Scout from individual sales shows under the Scout.

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Trail's End Help Center
Trail's End support and help center with content for Council Leaders, Unit Leaders, Scout Parents, and Scouts.