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 , s elect the Bank Details tab. Click Add New Bank Account. Enter all the required information...
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 select the Bank Details tab. Click on the Account Name you wish to edit. This opens up the Bank Account...
How do I pass on the transaction fees?
From My Organisation select the Finances tab. Select the Transaction Fees tab. Click on the pencil icon at the beginning of the line you want to change. This makes the % of Fees to Pass On field editable. Ente...
How do I access my Settlements?
From My Organisation , select the Finances tab. Select the Settlements tab.Under the settlements tab, you can view the list of settlements. Click on the Settlement Number t o view the details. This will bring up the details of the ...
How do I download a Settlement report?
From My Organisation , select the Finances tab. Select the Settlements tab.Under the settlements tab, you can view the list of settlements. To download a report click, on the Export table data icon. This will download the report i...
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. This will list transactions for the organisation...
How do I cancel an order?
From My Organisation, select the Finances tab. Select the Orders tab. From the Current tab, click on the order number you want to cancel. Click Cancel Order. Click Proceed with cancellation . ...