How do I set up accounting in SportMember?

How to get started with Accounting in SportMember

In order for SportMember Accounting to work properly, you first need to make some important settings. You do this after you have activated your subscription.

Step 1: Create the products your club needs

Create products (for e.g. membership fees)

For SportMember to know how to post the payments, you need to create products.

Go to: Products → Create

Here you do the following:

• Give the product a name (e.g. "Contingent - U15")
• Select the revenue account you want to post the money to

Tip: Use the same name for the product as the revenue account - it makes it easy to keep track of.

You can see an overview of your revenue accounts under: Reports → Balance sheet

Step 2: Find the settings

Go to:
Settings → Club settings → Finances → Accounting

Here you need to enable the following two functions:

• Posting with payment date

• Reconcile automatically

Step 3: Fill in the 6 tabs

Once the two features are enabled, you need to fill in the 6 tabs under Accounting:

1. Accounts

2. Membership fees

3. Payment activities

4. Webshop

5. Booking

6. Ticket sales

These tabs cover the payment functions you use in SportMember. You only need to fill in the tabs that you actually use.

Accounts tab - this is how you do it

In the Accounts tab, you need to link SportMember to your chart of accounts (i.e. your accounting accounts). Among other things, you need to specify:

• A default account, which is typically your bank account

• A start date for when the automatic bookkeeping should begin

The same goes for the accounts:

• Paid in cash

• Leisure pass

• Free membership fee

Everyone must have an associated account and a start date.

Link the products to the settings

Once your products are created, link them to the relevant tabs in the Accounting menu:

Go to:
Club settings → Finances → Accounting

For each relevant tab (e.g. Dues), select the product you have created.

Ready to use When all settings are set up correctly, you are ready to use Accounting - both for automatic posting of payments through SportMember and for manual posting of other transactions.