Settlement batch revenue analysis

Modified on Thu, 24 Aug 2023 at 01:54 PM

Level 2 and 5 users have access to the ‘finance’ module, where they can view the data in which settlements were made to the club.

This can be viewed on the ‘Finance’ module ‘Home’ screen which will give you the settlement scheduled, and these can be further broken down to show individual payments that were made up within that settlement.

Both levels have access to the Settlement Batch Revenue Analysis report which will detail the following within that settlement batch:

Membership and product (events, add-ons, donations etc)
Number of memberships and products
Total and net amount
Settlement amount

How to Run the Settlement Batch Revenue Analysis:

Go to the ‘Finance’ module.
On the left-hand side select ‘Settlements’.
Tick against the batch you want to run and click ‘Export’.

Under EXPORT select the required fields or ‘select all’, followed by, ‘run export’.
This will download into an Excel file, once opened it will show the following details:

Membership and product (events, addons, donations etc)
Number of memberships and products
Total and net amount
Settlement amount

Please note: we currently do not have a report in place that will detail the member information. However, this has been requested and raised as a possible future improvement with our development team.

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Settlement batch revenue analysis

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