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Troop Banking Wrapping up your year!
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I’m so glad you lead like a G.I.R.L.
NOTES FOR USAGE: This slide style is FULL BLEED AND TEXT RIGHT for short text and feature photo. Keep copy simple and concise. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft’s stock clip art or Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Goals Overview of council troop finance procedures
Step-by-step training of new finance tab in the Volunteer Toolkit (VTK) Key dates NOTES FOR USAGE: This slide style is TEXT ONLY PAGE. Avoid extensive amount of bullet points and copy—slides are meant to support the narration of the speaker. An audience can’t read and listen at the same time so display keywords instead of a transcript of what you’ll say. Use the notes section of your deck for further explanation of your slides. For slide designs with graphic options see “Layout” palette.
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Annual Troop Finance Reporting Procedures
Troops are required to submit the Troop Annual Financial Report in VTK by June 15. The annual report covers financial transactions that took place from May 1 through April 30. Troops established during the year should report their finances starting in the month the troop was organized. Reports will be reviewed by the council Finance department to ensure policies are being appropriately followed and funds are being used to benefit girls. NOTES FOR USAGE: This slide style is TEXT ONLY PAGE. Avoid extensive amount of bullet points and copy—slides are meant to support the narration of the speaker. An audience can’t read and listen at the same time so display keywords instead of a transcript of what you’ll say. Use the notes section of your deck for further explanation of your slides. For slide designs with graphic options see “Layout” palette.
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Troop Leader Finance Tab in VTK
Log in to your VTK through the MyGS link on the council website, click on Volunteer Toolkit. (Troop administrators and girl program mentors are the only volunteers able to see troop details in MyGS) NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
Click on finances tab. NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Important Troop Finance Documents
Locate the hyperlink on the upper right side to find any important documents from council. Troop Banking Guidelines Troop Financial Tracking Worksheet NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
Enter your troop’s annual income in the provided categories. Check for council details by clicking on the green arrows to the right of the income field Council Detail to show an expanded description. Click the + sign on Add a note (in green) to add additional information. Note: the last update time stamp will update automatically (the form is auto-saved). Do not enter any special characters, such as commas, in the income fields. *This report is just an example. Your report will have correct income categories available. NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
Enter a council note at the bottom about your troop’s annual income (if needed). NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Income Categories GSUSA Membership Dues Collected Troop Dues Collected
Activity/Events/Trip Fees Collected Fall Product Program Deposits Cookie Program Deposits Money Earning Projects Juliette Low Friendship Fund Sponsorship/Donations to the Troop Other Income NOTES FOR USAGE: This slide style is TEXT ONLY PAGE. Avoid extensive amount of bullet points and copy—slides are meant to support the narration of the speaker. An audience can’t read and listen at the same time so display keywords instead of a transcript of what you’ll say. Use the notes section of your deck for further explanation of your slides. For slide designs with graphic options see “Layout” palette.
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Troop Leader Finance Tab in VTK
Enter your troop’s annual expenses in the provided categories. Check for council details by clicking on the green arrows to the right of the field Council Detail to show an expanded description. Click the + sign on Add a note (in green) to add additional information. Note: the last update time stamp will update automatically (the form is auto-saved). Do not enter any special characters, such as commas, in the expense fields. *This report is just an example. Your report will have correct expense categories available. NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
Enter a council note at the bottom about your troop’s annual expenses (if needed). NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Expense Categories GSUSA Membership Dues Paid
Activities/Events/Trip Fees Fall Product Program ACH Cookie Program ACH Cost of Unsold Product Badges/Uniforms/Pins etc. Troop Supplies Bank Fees/Charges Other Expenses NOTES FOR USAGE: This slide style is TEXT ONLY PAGE. Avoid extensive amount of bullet points and copy—slides are meant to support the narration of the speaker. An audience can’t read and listen at the same time so display keywords instead of a transcript of what you’ll say. Use the notes section of your deck for further explanation of your slides. For slide designs with graphic options see “Layout” palette.
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Troop Leader Finance Tab in VTK
Input your troop bank statement balance, which is the ending balance on the last financial worksheet submitted. If you are a new troop, the balance is $0.00. Review your financial summary and look for any instructions from the council about ending balances. NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
Enter a council note at the bottom about your troop’s ending balance (if needed). NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
Note the due date of your troop’s finance report here. Enter your troop banking account information, as well as the signers on your account. You can click the + symbol to add more signers and another bank account if needed. NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
You can also click the x symbol to remove signers, add signers, or remove bank account. NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
Indicate your troop’s status for next year by selecting the appropriate button. Also, enter your service unit name and number. NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
Right underneath that section, look for any special council notes that need your attention. You’ll see Required in red if you must respond. Click the + Your response to the council to open a text box to enter your response. NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
Click the green button to preview your finance report on the next page. You’ll be able to edit it again if you need to. Note the last timestamp reflects when you last updated your report. NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
Click the Edit Report button at any time to return to editing mode and make changes. NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
Preview mode: You will see your troop’s income and expense entries listed here, as well as any notes you entered on the previous page. *This report is just an example. Your report will have correct income and expense categories available. NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
Preview mode: View your troop’s financial summary and any notes you entered on the previous page. NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
Preview mode: View the bank account and signer information you entered on the previous page. NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
Preview mode: View your troop’s status for the following year, your service unit’s name and number, and any responses to council questions. NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
Preview mode: This is the last stop before you send the report to the council. Be sure to check that all information is correct. You can attach documents from your computer after you click Send to Council. Once you click Send to Council, you cannot change the finance report information. NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
A pop-up window will appear once you click Send to Council on the previous page. You can click Attach a document to attach your newest bank statement, preferably your May bank statement. NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
A pop-up window will help you browse files on your computer and select the files you wish to upload. Note the maximum combined file size is 25 MB. NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
View your attached files here Click Yes, submit now to submit – or No, don’t submit to go back to preview mode. NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
You will receive a pop-up confirmation of your finance report submission Click Ok to return to your finance tab in the VTK NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
Once back on your finance tab in the VTK, you will see a confirmation message at the top. You will see all of your submitted troop finance information on this page (minus the attached documents). NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
At the very bottom of the page, you will now see this message: NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Troop Leader Finance Tab in VTK
This is what the council will receive via after you submit your report. Note the first attachment is the troop report submission as a .csv file. NOTES FOR USAGE: This slide style is PHOTO LEFT, ½-PAGE BLEED Break up big information or thoughts into several slides rather than try to squeeze it all onto one slide. Photos: Some pre-sized images have been supplied with the template. To change photos, select image > right click > “Change picture”. Check out Girl Scouts photo library here: Avoid using Microsoft clip art: it’s off-brand and tends to look outdated and unprofessional. If using your own photography, make sure you have secured rights to use in Girl Scout materials. Crop and resize an image by double clicking the image. The crop tool appears in the Formatting Palette. Click on the crop tool to make adjustments.
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Key Dates Troops are required to submit the Troop Annual Financial Report in VTK by June 15. The annual report covers financial transactions that took place from May 1 through April 30. Check with your service unit on their end of year reporting requirements. NOTES FOR USAGE: This slide style is TEXT ONLY PAGE. Avoid extensive amount of bullet points and copy—slides are meant to support the narration of the speaker. An audience can’t read and listen at the same time so display keywords instead of a transcript of what you’ll say. Use the notes section of your deck for further explanation of your slides. For slide designs with graphic options see “Layout” palette.
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Questions? Kelsey Ramos, Troop Banking Specialist
NOTES FOR USAGE: This slide style is END SLIDE Include contact information if necessary
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