Departments and rubrics

Departments and rubrics organise the club's accounts in two ways. A department says which area a transaction belongs to: the youth section, the senior teams, the clubhouse. A rubric says what it is: athletes, members, transport, sports equipment. You find both in Financial Management, under "Structure".

Departments

1. Open Financial management › Departments and select "New department".
2. Enter the "Name", for example Youth. It is the only required field. Use "Notes" to explain what belongs there.
3. Switch on "Default department" if you want it preselected when you record expenses and income. Only one department carries this mark: marking another removes it from the previous one.
4. Select "Save".

You choose the department when you record Expenses and Income, and you can use it as a filter in those lists.

Rubrics

Rubrics are the first level of the chart of accounts. Each one has a nature, "Income" or "Expense", and groups the categories of that nature. A new club already comes with a list of rubrics: adjust it to suit your club.

1. Open Financial management › Rubrics and select "New rubric".
2. Enter the "Name" and choose the "Nature".
3. Select "Save".