Transferring Entries and Payments in the DC.USSSA Event Management System: A Step-by-Step Guide
Introduction: This USSSA University tutorial demonstrates how to transfer entries and payments for teams between events within the DC.USSSA Event Management System. This guide focuses on both full and partial transfers, particularly useful for offline payments or adjusting entries after event changes.
Step 1: Accessing Team Financials
Log In: Access your DC account and locate the event from which you intend to transfer a team.
Select Team: Navigate to the division and team. Click on the financial icon to view the team's financial details.
Review Payments: Confirm the team's payment status and transaction history to ensure eligibility for transfer.
Step 2: Initiating a Full Transfer
Transfer Option: Choose the "Transfer" button next to the relevant payment entry.
Transfer Details: In the transfer management box, select "Transfer All" or manually enter the amount to transfer.
Select Destination: Choose the destination event and division. Specify the fee type for the transfer (e.g., from entry fee to gate fee).
Finalize Transfer: Decide on sending a confirmation email to the team and whether to remove any adjustments. Choose to remove the team from the current division or move it to "Hold."
Step 3: Partial Transfers
Partial Transfer: For transferring a portion of the payment, enter the specific amount you wish to transfer.
Destination Event: Select the event(s) and division(s) for the partial amounts.
Adjustment Options: Similar to a full transfer, manage adjustments, confirmation emails, and team status within the event.
Step 4: Transferring Entries Without Payments
Select Teams: For transferring entries without associated payments, use the "Select All" function for multiple teams or select individual teams.
Move to Different Event: Choose "Move to a Different Event," select the new event and division, and confirm the transfer details.
Execute Transfer: Review options regarding adjustments, email confirmations, and team removal or holding. Submit to complete the transfer.
Step 5: Reviewing Transferred Teams
Verify Transfer: Navigate to the destination event to ensure the transferred teams appear correctly with updated payment statuses.
Financial Ledger: Check the financial ledger of transferred teams to verify the appearance of transferred payments.
Conclusion: Transferring entries and payments allows event directors to manage team participations flexibly, accommodating changes such as event cancellations, rescheduling, or division combining. It's crucial to review all transfer details carefully to ensure accuracy and to maintain clear communication with participating teams.