How to Request Funds from an Event in the DC.USSSA System
Introduction: This tutorial from Utah USSSA University guides directors on how to request funds from events hosted on the DC.USSSA platform. This process is crucial for directors who have events with online payments from teams and need to request the transfer of these funds either via ACH (Automated Clearing House) or by check.
Accessing the Financial Management Screen:
Log In: Access your DC.USSSA account.
Navigate: Go to the 'Financial Management' tab, then select 'Director Payout' to view transactions pending payout.
Understanding the Payout Screen:
Refunds at the Top: Initially, you'll see refunds you've processed. These funds have been returned to teams, and you must reconcile them in your account.
Requesting Payouts: Select the transactions for which you wish to request a payout. You can filter by event or select all applicable transactions.
Processing Refunds:
Ensure that refunds are accurately recorded against your transactions. If a refund has been processed, it's necessary to reconcile this by offsetting the transaction with a matching negative amount.
Requesting Your Payout:
Select Transactions: Check the boxes next to the transactions you're including in your payout request.
Send Request: Click 'Send Request' once you've selected all relevant transactions. If your total is negative due to unprocessed refunds, adjust until you reach a positive payout total or zero out the balance.
Payout Method: Specify whether you prefer an ACH transfer or a mailed check.
Filtering and Selecting Transactions:
Utilize the filter options to simplify your selection process, such as filtering by a specific event to handle transactions in batches.
Pending and Past Payouts:
Pending Requests: To view requests that are awaiting processing, navigate to the 'Pending Requests' tab.
Past Payouts: For a historical view of completed payouts, access the 'Event Payouts' section. Here, you can download detailed reports of each transaction, including payment confirmation numbers, event and division details, team names, and the breakdown of payments and processing fees.
Conclusion: Requesting funds from events on the DC.USSSA platform is straightforward, provided you follow the outlined steps to select transactions, reconcile refunds, and submit your payout requests. Remember to regularly check your pending and past payouts for a clear financial overview of your events.