Initial setup

Only System Administrators or Accountants have permission to make the following changes.

Chart of Accounts

Configure your Chart of Accounts (CoA) under Setup / Accounting to categorize your income. 

Product / Services

Configure your Product / Services under Setup / Accounting to categorize income/expenses to your accounts.  Product / Services are a fundamental reference in the Pool Queue transaction system, and are assigned to all Dues in the system.

You will find a Product / Service can be assigned to entities such as:

• Session Rosters (each roster in the schedule for a season)
• Registration Fees
• Pro-Shop products
• Events
• Fundraising Entries

Default Event Dues

Once your Product / Services are configured, navigate to Setup / Events and select the Product / Service to use as the default for all Dues generated from Events.