How do I generate financial reports based on the recipient/participant of the fundraising dollars?

How do I generate financial reports based on the recipient/participant/Account of the fundraising dollars?

TUMoney is tied into the billing system and the dollars raised will be calculated as income therefor propagating throughout the billing system as income. Each dollar will be tied to the Swim Team Account that received that donation.

  1. Go to Billing Admin
  2. Invoices & Payments
  3. Inc & Pay Sum will give you TUMoney based on a monthly range, Chart Of Accounts and Account. This will give you an accurate recording of how much money was received, for a specific month or month range and what Account the dollars were applied against.
  4. Inc Trans Rpt will give you TUMoney based on a specific date range, by Chart of Accounts and what Account the dollars were applied against.
  5. Inv Rpt will give you a month/year range to view TUMoney dollars posted against an Account
  6. Payment Sum will show you all dollars applied against an Account including all swim team monies as well as all TUMoney dollars.

See Also
How do I send receipts to donors?
TUMoney and your billing system.
How do I generate reports detailing my donors by program?

TUMoney

  1. TUMoney VIDEO Tutorials
  2. TUMoney - Event Fundraising First Steps Intro & Launch
  3. TUMoney: Promote event fundraiser - email information to team
  4. Event Fundraising - Parent setup guide for their child/athlete/participant
  5. TUMoney - Can I have more than one fundraising system up?
  6. TUMoney - Fundraising and billing - How the donation is accounted for in individual accounts
  7. TUMoney: Can someone donate online without a selecting a participant?
  8. TUMoney Fundraising Detailed Report
  9. Fund Raising Integration with Billing System
  10. TUMoney - Incentive ideas
  11. TUMoney - Address book will not import on Mac
  12. How can I set my Fundraising Event to only include specific Roster Groups?
  13. How come I don’t see my fundraising program that I just created?
  14. How do I generate my Top Performer Reports?
  15. TUMoney: Add offline donation/donor
  16. How do I approve an offline donor?
  17. TUMoney: Clone a fundraising event
  18. How do I create an Excel report that includes donor information?
  19. How do I delete an offline donation?
  20. TUMoney: How donors can split donation between family members
  21. How do I email the team account from the event fundraising system?
  22. TUMoney admin access levels
  23. Enable non-Super User to administer TUMoney platform
  24. Generate report that shows overview of how TUMoney fundraising event is progressing by Account
  25. How do I generate financial reports based on the recipient/participant of the fundraising dollars?
  26. TUMoney: Finalize Swim-A-Thon and submit to USA Swimming Foundation
  27. How do I generate reports detailing my donors by program?
  28. Sponsor Center - Different levels of sponsorship and team site view
  29. TUMoney: Assign/move donation in general account to specific member(s)
  30. How do I search for a Sponsor?
  31. How do I send an email to accounts that have not sent Fundraising material to donors?
  32. How do I send receipts to donors?
  33. How do I setup incentives for my Fundraising event?
  34. How do I track the number of donor emails sent from TUMoney Event Fundraising?
  35. How do I turn off a fundraiser?
  36. How do I turn off the Incentive Tracking Tab that is publicly viewable?
  37. How do I turn on the TUMoney tab?
  38. How do I turn on/off the Fundraising Module?
  39. How do sponsors sign up using the sponsor center?
  40. TUMoney: Turn on/off the lap tracker
  41. How much does my team get back from sponsors who sign up in Sponsor Center?
  42. TUMoney: When is processing fee applied for offline donations?
  43. Splitting the TeamUnify online donor processing fee with donors in a fundraising event
  44. Sponsor Center
  45. TUMoney - Receipt information EIN/Tax exempt information
  46. TUMoney and your billing system
  47. What is a donation level setup?
  48. What is the Donor Processing Fee option located in the Event Fundraising Setup Tab?
  49. Where can I see my Lifetime vs Active event fundraising?
  50. Why won’t my image upload in Event Fundraising Setup?
  51. TUMoney: Swim-a-Thon donation refund
  52. TUMoney: Promote fundraiser on Facebook
  53. TUMoney: Change/edit a paid/approved donation

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