I have searched the manual and the site  AND I apologize in advance if this has been aswered already.

Can someone please tell me how to credit a participants registration fee.  If they selected cash/check when registering...how do we show that it has been paid???

THanks for your help.


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February 8, 2008 - 1:10pm
Crediting registration fees paid off line

It's not obvious, and the solution is actually a work-around...

Via EMC / Customer Service / Manage Participants / <name> / View Summary / Record Donation, enter a donation with donor first name "Registration" last name "Fee". (Pick one that's already on the list of "previous donors".) Doing this will allow you to run a report to find who's paid up the cash/check reg fees by sorting on donor name.

FYI, you can use the same approach for offline luminaria donations or other types of offline donations you want to track...donor name "Luminaria" "Donation", or first name "Acme Corp." last name "Matching Gift", etc...

/Rick



February 8, 2008 - 1:31pm
Clarity on crediting registration fees paid offline

Rick

I understand the concept of entry as a "Registration Fee" donor but what I'm not understanding is when you state to run a report to find who'd paid up by sorting on donor name??  For starters, we can sort a report???  I'm going to look in my manual again for that one.  But say I can sort.....are you sayin that when I sort by "Registration Fee" donor that I will then get a list of people who have received a donation from that donor therefore a list of participants that have paid their fee?


--

RFL of Currituck County

"Sporting for a Cure in 2008"



February 8, 2008 - 9:03pm
Reporting on reg fees paid

Sorry, Angela. I omitted a critical point...

To manipulate any report, you first have to download it as a CSV (comma separated values) file and then you can use Excel to sort the output. (Or, highlight the Donor Last Name column, and click on the Excel menu Data / Filter / AutoFilter, and you'll get a pull-down on the column label; select "Fee" and you'll get only those lines.) View the Reporting training video on the ROCN site (http://relay.acsevents.org/site/PageServer?pagename=RFL_SA_ROCN_Page_2#Videos) for some Excel manipulation ideas.

But, bottom line, yes, if you consistently enter offline registrations as donations from "Registration" "Fee", you'll be able to list participants who've paid up.

I'll be posting an Excel template report soon that will join the Registrant Report and Donor Report to produce a list of who's paid and who owes reg fees.

/Rick



February 8, 2008 - 9:14pm
Excel template report that will join the Registrant/Donor fees

Just curious

We told our teams that by this Tuesday, if they have 8 pd team members, they can then choose their tent site location..

Question-do I need to manually go in and enter the words "reg fee" as the donor for those records where the reg fee was cash so to know which teams have paid for 8 reg fees? Or is there an easier way?

Thanks



April 3, 2008 - 11:39pm
Registrant offline fees

If you entered offline registration fees using the Batch data entry.xls application, the donor name is set to first name Registration last name fee. If you entered the offline fees via the EMC / Cust Svc / ...individual donations, you hopefully used the suggested protocol of Registration Fee as the donor name.

With those assumptions, pulling down a donation report and sorting on donor name and participant name will give you all of the paid up offline registrants. You can merge that with a participant report of online registrants and get a full list.

Unfortunately, a manual effort requiring a bit of data manipulation in Excel. I haven't attempted an Excel template for general use...support issues too onerous. But, it didn't take to long to pull a combined report for my Event, so it's definitely doable.

BTW, don't overlook the possibility that some TCs may have made a single payment for their team members' reg fees. We encourage that in our Event to keep this kind of tracking simple. Some teams may have a single $150 (or whatever $10 times x members) payment as a team "donation" hopefully from donor Registration Fee.

/Rick



April 4, 2008 - 8:58am