eAYSO: Regional Treasurer

1. eAYSO: Regional Treasurer Presented by: Rand Potter eAYSO Commission

2. Webinar Guidelines • This is a 45min webinar • We have many items to cover and hence no questions will be entertained at any point. So please note down your questions with the slide # if applicable. • At the end of the webinar a contact email will be provided. All questions or comments must be sent to that email • Webinars sessions will be repeated until End of February 2 2

3. What are we going to learn? • Region Invoices • Region Statements & Reports • Processing Dropped Players • Accepting Credit card payments from parents • Payment settings • Account information 3 3

4. Region Invoices

5. Treasurer Access 5

6. 3 Types of Invoices Default is All …change to current year to pay invoices All Unpaid Invoices will default to Pay Click to create Remittance Advice Type will be Paid, Unpaid, Credit or Pending Region Invoices 6

7. Remittance Advice is created. Send with check to NSTC Click to Print or Save Region Invoices 7

8. Note new mailing address for Payments to NSTC Region Invoices 8

9. Region Statements and Reports

10. Be sure to select the Fiscal Year for which you wish to view statements NSTC A/R Stmts, Bank Stmts, NAP reports and Budgets are scanned and available on eAYSO Click on link to view Bank/NSTC Statement detail or NAP detail Region Statements & Reports 10

11. Processing Dropped Players

12. Select ‘Awaiting Request’ to see Players available for NSTC Fees Credit Processing Dropped Players Dropped player credit requirement: Player has not practiced or played in ANY game 12

13. Check only players meeting qualification for a credit of the NSTC fees paid If player doesn’t meet refund criteria simply mark as Drop/No Credit Once boxes have been checked …Click on ‘Submit’ to continue to Credit Claim form Processing Dropped Players 13

14. Green is good! However you must print the form and the RC must sign Click so the form can be printed for RC signature and mailing to NSTC Processing Dropped Players 14

15. RC must sign this request no other regional signature is accepted. Then mail to NSTC-Finance Processing Dropped Players 15

16. Accepting Credit Card Payments from Parents

17. Plan ahead 4-6 weeks to enable credit card payments for Region Accepting Credit card payments Offering the credit card payment option for parents when they complete the player application is an optional feature for Regions To setup this option for your Region contact Donna Marini from Elavon by email donna.marini@elavon.com or by phone 714.228.7725 17

18. If your Region allows Credit Cards…Parents will see an ‘active’ link. Otherwise link is inactive How will Parent will know if Region Allows Payment by Credit Card?? 18

19. Payment settings Important • Region payment settings on the following screen ONLY applies if your Region uses online payment with credit cards 19

20. Select Current Program Enter start & end dates of discount Enter Early Reg discount amount (if any) Enter start & end dates Enter discounts for additional children • Enter other (optional) fees & amounts Click Update Payment settings 20

21. Update Region Account Settings

22. Complete this information Account information 22

23. Account information 23

24. Enter authorized signers names Update when finished Account information 24

25. Don’t forget the ‘Help’ menu Use the tools on HELP - Excellent Tips - User Guides - Online Lab Exercises

26. Contact information • Questions or comments regarding this presentation: • eayso-treasurer@ayso.org • Questions or comments about eAYSO: • eaysosupport@ayso.org OR call (866) 588-2976 26 26

27. Use the tools on HELP - Excellent Tips - User Guides - Online Lab Exercises Don’t Forget the Help Menu

28. Thank you 28 28