How to credit matchday expense ?

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  • Updated 2 weeks ago
We are currently trialling an account to evaluate the gold financial package. Whilst the match fees and subscriptions look fine, I am confused on how the record the other costs on the matchday. The match report allows you to enter mileage, food and Umpires which looks promising but the system doesn't seem to do anything with this data - the member accounts are not credited. Of course these credits can be manually posted but that's a lot of work for the Treasurer and liable to error. Anyone know how to credit matchday expenses automatically ?
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Graeme

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  • Confused

Posted 2 weeks ago

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Sarah, Admin

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These are currently used for information purposes only for match official to keep records on and as such don't auto populate.  
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Graeme

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Hi Sarah, thanks for replying so quickly. After I wrote the question I had a look through related conversations and it looks like someone asked for this information to be added a couple of years back - so I suspected this would be the answer. Is there any intention to make this area financially active ? So I guess the only way to handle this is via manually credits - but with 9 teams = 27 drivers - this is quite a burden. I'm guessing this could be grouped into a monthly credit for each driver to reduce the admin. How do other clubs handle this ?
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Cellan

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Hi Graeme,

You'll be able to add a future 'credit' to each member needs one. If you go into 'Financial Accounting', 'Charge / Credit member', then you'll be able to add post-dated credits on. (see screenshot)

Hope that helps 

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Cellan

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Also, if you then decide you don't want a future credit on someone's account, you can go into, 'Financial Accounting', 'Member accounts', find the member, go to 'Committed instalments' and delete the credit.

Easy enough once you've done a couple of members :) 
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Graeme

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Thanks for the reply - I have been messing around with that on our trial account. Its just extra admin for the Treasurer - but I understand why they want to limit who can give credits (and it gives me more control)