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 the Bank Details  tab click Add Bank Account . Enter all the required information and click Save . NOTE :  only...
How do I pay for an unpaid order?
From the Orders  tab, click on the $  in the row of the order to pay. This will open the Pay Order page. Details of the order will be displayed.   Select the payment option and click Next Step . Paying Offline Select O...
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 processing fees?
Select the Processing  Fees tab. Click on the pencil icon at the beginning of the line you want to change.  Enter the percentage of processing fees you want to pass on to your members and click  Save. ...
How do I add a new split rule?
Select the Split Rules  tab. Click Add New Split Rule . Enter split rule name and click Save. Select the Split Rule Line Items tab after adding the rule. Click Add New Split Rule Line Item . Enter the O rder Number&n...
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 transaction reports?
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 organisation displays. Click on Export Table Data icon at the botto...
How do I refund an order?
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 can only be done if the order was placed in the past...
How do I export a settlement report?
Select the  Settlements  tab. NOTE:  this report shows the details of a particular settlement. Find the settlement and click on the Settlement Number . At the top of the screen you will see the basic details of the sett...