SETUP: Finances - Basic Configuration
The configuration for officials and schools finances are completely separate. However, they work the same in nearly every aspect.
Throughout the configuration of the finance options, you can place your cursor over the question mark symbol () by any option for more information about that option.
STEP 1: Enable the desired feature.
For officials finances, you can also enable the game fees to be listed on the game schedule.
STEP 2: Define how the basic game fees are determined.
In this step, you'll be defining the pieces of information that will be used to differentiate the amount to be paid for each type of game. This may include information about the game itself, the crewtype assigned to the game, the duty of the official assigned to the game, and the participants in the game. Getting this step correct will, for some organizations, require the most thought. It may require changes in how your enter and define games if there is not enough detail in the game data to determine the amount to be paid. Additionally, all fields you select must actually be entered for every game/school/official. (NOTE: The invoice creation process verifies that all games include all necessary fields and provides a method to add any missing information.)
Note: For schools, you need not normally make the assignments to generate the school invoices. In a few situations, you might be finished at this point.
STEP 3: Define and enable adjustment options
Under adjustment options, you can define how the game fees are treated based on the game counts and define up to 3 categories of other adjustments that may depend on the game fee. Examples of this might be a percentage taken from each game as an assignors fee.
The first setting is to enable a per-duty multiplier (not frequently used). This can be used to handle situations where each official on an assignment might perform a different number of events (i.e., volleyball tournaments). The effect of the number entered is to multiple the game fees by the multiplier.
The second option defines whether the game count will affect payroll as a multiplier.
Also at this point, you will enable and name any adjustments to be applied to your invoices. An adjustment category is enabled merely by giving it a name. Note that it is not necessary for any specific adjustment be applied to all games. The amount of the adjustment is configured separately and can have different values for different kinds of games.
STEP 4: Define and enable basic mileage adjustments
In this step, you'll define the basic mileage payment methods. The actual amounts paid can vary based on the criteria defined in step 2 and will be set up later.
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