Skip to content
Home » User Guide » Events

Events

Events are used to track income and expenditure incurred against the various activities, eg. regular and one-off events, as well as administrative tasks, that your club or organisation runs.

For many clubs and charities, creating and running Events are likely to be your primary source of fundraising and/or major member activities, and it is crucial, therefore, to have a clear understanding of the costs and income generated by these activities.

Example Events:

  • General Administration Activities
  • Summer Ball
  • Christmas Fund-Raiser
  • 1st Team Winter Tour
  • Scout Summer Camp
  • Monthly Quiz Nights
  • Sponsored Walk
  • ….many more…..

Small businesses can also use Events to track and monitor income and expenditure against specific projects, product lines or service types.

Event Types

Events can be either “Administrative” or “Managed“:

  • Administrative Events are used to record general administration costs/income such as running expenses, membership fees, overheads, etc.. In your initial setup you have a single “General Admin Event” which you can use for all your admin costs/income. (Note that opening cash and bank account balances are shown here). If required, you can create additional admin Events if you want to group like-costs and income transactions together for analysis.
  • Managed Events are used to capture your separate projects, annual events or shows, fund-raising activities, etc. These are normally one-off, time bounded activities such as “2014 Annual Club Dinner” that you want to track the profit and loss for. For example, your club runs a number of social and fund-raising events throughout the year and you want to report their profitability: to track these you would create separate Events for each, such as “Annual Sports Day”, “Christmas Party”, “End of Year Fund-raiser”, etc..

Event Groups

With Event Groups* you can group your Administrative and Managed Events into distinct groupings or buckets, which you can then use in your Event reporting.

You add and manage your Event Groups in the Setup menu (Site Managers only).

*You can also use Personalisations (Setup menu) to change the default labels for (“Event Group”) to something more meaningful for your organisation, eg. “Team”, “Sport”, “Section”, etc..

Examples:

  • Rugby Club: Event Group label = “Teams” / Event Groups = “Team A”, “Team B”, “Junior Team”, etc.
  • Sports Club: Event Group label = “Sports” / Event Groups = “Athletics”,”Basketball”,”Football”, etc.
  • Scout Group: Event Group label = “Sections” / Event Groups = “Explorers”, “Scouts”, “Cubs”, “Beavers”

The Event Group is part of the overall Event hierarchy:

  • 1. Event Group
  • 1.1. Events
  • 1.1.1 Sub-Events

Sub-Events

For Managed Events, you can optionally define Sub-Events, which further subdivide your Events and enable you to record and report Receipts and Payments at a lower level of detail.

For example, for your club’s “Annual Sports Day” Event, you can create Sub-Events for the “Raffle Draw”, “Tombola”, “Ticket Sales”, etc.. This allows you to analyse your Event in more detail to determine which activities were the most or least profitable.

You can also record other information such as Float Balances and Notes.

Note that we don’t recommend using Sub-Events as a way of grouping your main Events together (eg. a “2017 Events group” with individual events listed a sub-events). It is a far better approach to create a separate Event for each one (Tip – you could add the year in the title). Remember also that you can close Events at any time to remove them from the Active Events display and prevent them from being selected for new transactions.

Add New Administrative Event

In the Event Balances page click “New Event” button.

  • Event Name: Enter a unique name for your new Administrative Event eg “General Membership“
  • Event Type: Select “Administrative”
  • Status: New Events are always ‘Active‘
  • Event Description (optional): Enter an optional description if required

Click Save button to create your new Administrative Event

Add New Managed Event

  • Event Name: Enter a unique name for your new Managed Event. eg “Seniors Summer Tour 2019”
  • Status: New Events are always ‘Active‘.
  • Event Type: Select “Managed”
  • Event Date: Optional – associate a specific date with this Event. This for information purposes only.
  • Associated Account: You can select a specific Account to associate it with this Event. You will only be able to select the Event when creating a new Receipt or Payment transaction when this Account is used. Leave as “All Accounts” if you do not want to set any restrictions.
  • Associated Fund: You can also associate a particular Fund with this Event. Note this is currently this is for information purposes only.
  • Event Description (optional): Enter an optional description if required.

Click Save button to create your new Managed Event.

Event Budget

If required, you can now enter simple budget values for your new Managed Event:

  • Estimated Receipts: Optional: Enter the estimated Receipts (income) amount for this Event.
  • Estimated Payments: Optional: Enter the estimated Payments (expenditure) amount for this Event.
  • Budgeted Surplus/Deficit: Estimated surplus/deficit amount calculated for this Event.

Click Save Changes button to save.

Editing Events

In the Event Balances page click View/Edit icon to open the View Event page >> Click the Edit button to edit the Event details (Managers only)

  • You can edit most Event details
  • Status: You can set the Event status as ‘Active‘ or ‘Closed‘.
    • Closed Events cannot be selected for new Receipt or Payment transactions
    • Closed Events are available in all reports.
    • To view closed Events in the Events Summary page, expand the “Closed Events” region.
    • Closed Events can be re-opened (“Active”) at any time by changing the status on this page.

Click Save Changes button to save.

Adding Sub-Events (Managed Events only)

To add Sub-Events to Managed Events open an Event >> click the Edit button to open the Add/Edit Event page >> Click the Add Sub-Event button.

  • Sub-Event Name: Enter a unique name for your Sub-Event. eg “European Matches”
  • Float Amount: Optional: If required, you can record a float amount for the Sub-Event. This is for information purposes only.
  • Notes: Enter detailed notes about the Sub-Event
  • Click Save & Add Another to save your Sub-Event.

As you continue adding Sub-Events the window will keep a list of these at the bottom of the page. When you are finished, click Back to Event button.