Money

The Admin Functions panel on the Money panel contains functions to manage your club’s finances on a daily basis. The Website Modules panel contains the modules enabled for that section.

This panel contains functions to process pending payments and credits, view bank account activity, and export transactions and payments to QuickBooks® (if enabled.)

The Setup panel on the Money panel contains functions to configure bank accounts and financial accounts, to view ClubExpress rates, and to configure tax rates and money-related options.

Many of these choices will only be visited when you first setup your website and database in ClubExpress, or only rarely thereafter. This panel is normally collapsed; click the down-arrow icon to expand it, or, if expanded, click the up-arrow icon to collapse it.)

This panel also provides access to special functions related to club finances; these functions are explained in other chapters of this manual:

Note that Bank Account Activity only appears for customers based in US or with a US bank account. Clubs based outside the US will see a separate ClubExpress Charges option.