Financials

Articles

How do I enter my bank details?
NOTE :  bank details can be updated only by individuals who have the role of Treasurer . From  My Organisation , hover over Settings and s elect Financial Settings. Select the Bank Details  tab . Click&...
How do I update my bank details?
NOTE:  bank details can be updated only by members who have the role of a Treasurer.  From   My  Organisation, hover over  Settings  and select  Financial Settings . Select the Bank Deta...
How do I pass on the transaction fees?
From My Organisation, hover over  Settings and select  Financial Settings. Select the Transaction Fees tab. Click on the pencil icon at the beginning of the line you want to change.  Enter the percentage of...
How do I access my Settlements?
From My Organisation , select the Finances tab. Select the Settlements tab to view the list of settlements. Click on the Settlement Number t o view the details. This will bring up the details of the settlement. To download the ...
How do I download a Settlement report?
From My Organisation , select the Finances tab, then Settlements . To download a report click, on the Export table data icon a the bottom of the list. This will download the report in csv format which can be opened in Excel. ...
How do I download transaction reports?
From My Organisation , select the Finances tab.  Select the Member Finances  tab. From the You must select a  Club drop-down, select an organisation to see the member finances. A list transactions for the organisatio...
How do I refund an order?
From My Organisation , select the Finances tab. Select the Orders tab. Click on the order number you wish to refund. This will open the order. NOTE :  an order must have a status of Paid to be refunded. NOTE :  refunds...