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Note: These instructions are for club administrators who have staff access to their club's management resources |
Overview
The accounting report allows you to see registrations, payments and discounts for any service. Additionally this report will show General Ledger Account Numbers (GLA#) for your services if you have set them up. This grouping can be used to view income across multiple services that have been coded with the same GLA#. GLA#'s typically match what is used in the club's accounting software (such as Quickbooks). Below is a step-by-step guide on how to generate the report and additional information on GLA#'s for your convenience.
How to generate the Accounting Report
To generate an Accounting Report follow the instructions listed below:
- Login using the 'Login' at the top of the RegattaCentral homepage.
- If you do not have an account, need to reset your password, or username please follow the instructions in 'How to Create an Account' above.
- If you do not have an account, need to reset your password, or username please follow the instructions in 'How to Create an Account' above.
- Your club administration page will then open.
- You can click on any title in the left hand tool bar, or on the colored boxes in the center of the screen to navigate the page.
- To see descriptions of each item click here
- Click on reports to the left, then click general ledger account summary
- From the upper left hand corner you can export this to excel.
GLA#'s on the Accounting Report:
How to Adding a GLA# and GLA Sub#
- Click on 'Services, Fields, Periods, Groups & Discounts'
- Go to the 'Services Catalog' tab to add the GLA#.
- Click on the catalog item's title, enter the number into the 'GLA#' field, then click 'OK'
- Go the 'Services' tab to add the GLA Sub #
- Click on the service title, enter the sub-number into the 'GLA Sub#' field, then click 'OK'
- The combined number will now appear in the 'GLA#' column
Support
For assistance, please contact your RegattaCentral Account Manager. If you need help finding their information, please contact support@regattacentral.com with "Please forward to Account Manager" in subject line or call 614-360-2922.