Getting to the Hub
Suppose you need a closer look at your organization's Finance settings and Event/Weekly revenue tracking. In that case, you can now utilize the Finance Hub button on the HQ Toolbar. As I've shared below, you can also click this link to be brought directly to your school's Financial Hub, provided you have already logged into your account.
Doing so will bring you to this page, where school officials can manage their accounts and view financial information relating to their school.
Navigating the Hub
By default, the hub should populate for your high school's information. However, if you are a user or Financial Contact with a preview over multiple schools, you can use the search bar to pull up a single school that you are interested in if that is the case.
You can edit your school's preferred payment method; options include ACH or mailable checks. Click the "Edit" link will take you to a page where you can define that; keep in mind only the Financial Contact on the account has access to make that change.
Much like payment methods, the Financial Contact on the account also has access to change whether or not their payment cycle is event- or calendar-based.
To the right of both boxes I mentioned above will be a display containing your school's tax ID in case you need it for you to refer to.
Pulling Financial Reports
Towards the bottom is a listed view of all past financial reports generated. You can search either calendar or event-based financial statements by the date of the payment period or a combination of both.
As always, if you have other questions or concerns that still need to be addressed by this article, please feel free to submit a support ticket. You can do that by clicking this link here.