Welcome to the ABC Bakers webinar on documenting Financial Transactions within Smart Cookies. Abcsmartcookies.com is the business center website for all girls and volunteers to manage and monitor their accounts throughout the cookie season.

Smart Cookies – Financial Transactions The Financial Transactions Page will show all financial transactions associated with a troop. Many Councils utilize ACH withdrawals from troop bank accounts and these transactions will be uploaded by a council. If troops deposit directly into Council accounts, they should post those troop payments as well as girl payments in Smart Cookies. Lets look at how to post financial transactions. Log onto www.abcsmartcookies.com to get started.

www.abcsmartcookies.com Log onto www.abcsmartcookies.com Hover over the Finances tab Click on Financial Transaction

Troop Transaction There are two ledger tabs listed at the top that the volunteer can use to document the finances received , one for Troop Transactions and one for Girl Transactions. This screen shows the Troop Transactions. The following information is provided: Transaction number District name (if applicable) Service Unit name Troop number Bank name (If ACH has been established within the Council – check your Council to verify this is set up ) Date you entered the ledger item Type of transaction Amount of deposit Reference #- you provide that when entering the transaction Pencil icon to edit, Trash can icon to delete To enter a Troop Transaction, click on Add Troop Transaction The Add Transaction box will appear as shown in center of screen. Fill in all information needed. Click Save The bottom screen shows where the transaction was added Click on the Troop Balance Summary Report link to view the financial report of the whole Troop

Girl Transactions This screen shows the Girl Transactions tab. The following information is provided: Transaction number District name (if applicable) Service Unit name Troop number Girl name Date you entered the transaction Type of transaction Amount of deposit Reference #- you provide that when entering the transaction Pencil icon to edit, Trash can icon to delete To enter a Girl Transaction, click on Add Girl Transaction The Add Transaction box will appear as shown in center of screen. Fill in all information needed. Click Save The bottom screen shows where the transaction was added Click on the Girl Balance Summary Report link to view the financial report of that Girl

Troop and Girl Summary Reports When you click on either the Troop Balance or Girl Balance Summary Report, the following criteria will appear. Fill in the data where needed and click on View Report The Report will appear where it can be downloaded or printed

Verification of Deposits The Troop transactions are documented on the Troop Dashboard, under Financial Summary, the total Troop deposits are listed The Girl transactions are documented on the Troop Dashboard, under Sold by Cookies, locate the girls name, click the 3 dots on the far right, click View Girl and the individual girls information will appear showing the amount paid from her.

This concludes the presentation on Smart Cookies – Financial Transactions. If more information is needed, please contact your Service Unit Cookie Manager or Council Thank you