Team treasury
Manage your squad’s fines, fees, income and expenses – in the app and the web dashboard.
The team treasury keeps track of your squad’s fines, fees, income and expenses. Members can always see what they still owe.
The treasury is run by anyone with the Manage team treasury permission – supervisors and coaches by default.
Finding the treasury
Open the team and choose the Treasury tab. There you’ll see:
- Balance: how much money is in the treasury
- My open amounts: what you owe or have as credit. Parents also see their children’s open amounts here.
- Open amounts: who still owes something overall (treasury managers only)
- Entries: all entries by month, filterable by This season, Last season or All time
The four entry types
| Type | Meaning | Example |
|---|---|---|
| Charge | A person pays the treasury | Fine for being late |
| Credit | The treasury pays a person | Someone paid for new balls |
| Income | Money comes in, no person | Bake sale |
| Expense | Money goes out, no person | Equipment |
Charges and credits stay open until they are paid or paid out.
Creating an entry
- On the team page, tap + → Create entry.
- Enter the amount and use the switch to choose + (money in) or − (money out).
- Enter a reason. For “+” you can also pick a template From the fine catalog.
- Under Person (optional), select one or more people. All players selects everyone at once.
- With several people, Split amount decides whether the amount is shared or everyone pays the full amount.
- Optional: switch on Already paid if the money is already in – then nothing stays open.
- Tap Save entry.
Without a person, the entry becomes income or an expense and you can choose a category. With a person, it becomes a charge (“+”) or a credit (“−”).
Paying and reminders
As a member: tap your open charge. How to pay explains how your team collects money (e.g. cash at practice). Once you’ve paid, use Slide to mark as paid. The treasury managers are notified. Only they can undo it.
As a treasury manager you have these actions in each entry:
- Mark as paid or Mark as paid out
- Set back to open
- Remind: sends the person a push notification with the reason and amount (at most once a day)
- Edit and delete
Remind now in the Open amounts card reminds everyone with open amounts at once – also at most once a day.
Fine catalog and settings
The round button at the top right of the Treasury tab takes you to:
Fine catalog: templates with a reason and amount, e.g. “Late” or “Phone at practice”. Tap Add template. Changes to a template only apply to new charges. You can Archive templates you no longer need.
Treasury settings:
- What members can see: switch Balance (on by default), Income & expenses and Everyone’s fines & credits on or off. Members always see their own charges, parents those of their children.
- Payment note: e.g. bank details or “cash at practice”. It is shown for open charges.
- Rename or remove categories for income and expenses.
- Remind automatically: off, weekly or monthly.
In the web dashboard
In the web dashboard, the treasury is at the bottom of the sidebar under Treasury (page Team treasury) – visible to everyone with the Manage team treasury permission.
- At the top you’ll see Balance, Open charges, Income and Expenses.
- Tabs: Entries, Open amounts, Fine catalog and Settings.
- New entry creates an entry, Remind now reminds everyone with open amounts.
- Under Entries you filter by season, type, status and person.
- Under Open amounts, All paid settles all open items of one person at once.