Funds Received Reporting enables you to pin point when payments have been made, and when funds are available in your bank account.
FOX SPORTS PULSE Invoices Reporting also helps you to report on the fees taken out of member payments which create the monthly FOX SPORTS PULSE invoice.
Follow these simple steps to produce these reports, or watch this instructional video
FUNDS RECEIVED REPORTING
1. Log into your membership database
2. Click on Reports along the top
3. Then select ‘Finance’
4. Click 'Funds Received'
5. Click and drag the fields you wish to report on into the ‘Selected Fields’ area.
2. Click on Reports along the top
3. Then select ‘Finance’
4. Click 'Funds Received'
5. Click and drag the fields you wish to report on into the ‘Selected Fields’ area.
THESE ARE SOME OF THE ‘FIELDS’ AVAILABLE FOR SELECTION TO REPORT ON:
Payment For – The name of the member the payment was made for
Product – The registration product purchased
FOX SPORTS PULSE Invoice Run – The month that the payment will be include in the FOX SPORTS PULSE invoice
Date Funds Received – The date the money was transferred into your club/associations
account
Distribution ID - This number will match up with the number on the bank statement
Payment Date- The date the member made the payment
Money Received (after fees) – The total sum received into your club/associations account
after all fees have been paid to FOX SPORTS PULSE
Product – The registration product purchased
FOX SPORTS PULSE Invoice Run – The month that the payment will be include in the FOX SPORTS PULSE invoice
Date Funds Received – The date the money was transferred into your club/associations
account
Distribution ID - This number will match up with the number on the bank statement
Payment Date- The date the member made the payment
Money Received (after fees) – The total sum received into your club/associations account
after all fees have been paid to FOX SPORTS PULSE
6. You can then choose how your report is formatted, or to save the report, under ‘Report Output’ and ‘Saved Reports’. To view the reports select ‘Run Report’.
FOX SPORTS PULSE INVOICES REPORTING
1. Log into your membership database
2. Click on Reports along the top bar
3. Then select ‘Finance’
4. Click on the ‘FOX SPORTS PULSE Invoices’ option to report on member payments and transactions.
2. Click on Reports along the top bar
3. Then select ‘Finance’
4. Click on the ‘FOX SPORTS PULSE Invoices’ option to report on member payments and transactions.
5. Click and drag the fields you wish to report on into the ‘Selected Fields’ area.
THESE ARE SOME OF THE ‘FIELDS’ AVAILABLE FOR SELECTION TO REPORT ON:
Fees Amount- The $ amount of fees paid to FOX SPORTS PULSE
Date Fees Taken- The date the fees were paid to FOX SPORTS PULSE
Original Total Payment Amount – The amount the member paid BEFORE any fees were
taken out
Date Original Transaction Paid – The date the member made the payment
FOX SPORTS PULSE Invoice Run - The month that the payment will be include in the FOX SPORTS PULSE invoice
PLEASE NOTE- These fields can be filtered selecting ‘filter’ and choosing an option from the
drop box that appears. This allows you to be more specific in your report.
Date Fees Taken- The date the fees were paid to FOX SPORTS PULSE
Original Total Payment Amount – The amount the member paid BEFORE any fees were
taken out
Date Original Transaction Paid – The date the member made the payment
FOX SPORTS PULSE Invoice Run - The month that the payment will be include in the FOX SPORTS PULSE invoice
PLEASE NOTE- These fields can be filtered selecting ‘filter’ and choosing an option from the
drop box that appears. This allows you to be more specific in your report.
6. You can then choose how your report is formatted, or to save the report, under ‘Report Output’ and ‘Saved Reports’. To view the reports select ‘Run Report’.
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