What you can create, edit or view of payments in Hoopit depends on the finance manager title, and at what level you hold this title.
Membership Fee:
Action | Current Permission |
View membership fee payments |
|
Create membership fee |
|
Edit membership fee (includes publishing) |
|
Delete membership fee |
|
Training Fee:
Action | Current Permission |
View training fees |
|
Create training fee |
|
Edit training fee (includes publishing/pause) |
|
Delete training fee |
|
Other Payments:
Action | Current Permission |
View other payments | Admin in payment group and higher without finance role |
Create other payments | Admin in payment |
Edit other payment (includes publishing/pause) | Admin in payment group and higher without finance role |
Delete other payment | Admin in payment group and higher without finance role |
Individual Payments:
Action | Current Permission |
View user payment | View all payments that admin is permitted to view |
Edit user payment | View all payments that admin is permitted to edit |
Reminders:
Action | Current Permission |
Send reminder | Send reminders for payments admin is permitted to view |
View reminder history | Send reminders for payments admin is permitted to view |
Invoices:
Action | Current Permission |
Generate new invoice | For payments admin is permitted to edit |
View invoices | For payments admin is permitted to view |
View invoice history | For payments admin is permitted to view |
Download invoice file | For payments admin is permitted to view |
Payouts:
Action | Current Permission |
View payouts | For payments admin is permitted to edit |
Payment Export:
Action | Current Permission |
Export payments to Excel | Available without finance role where you are group admin or admin in parent group |
Bank Accounts:
Action | Current Permission |
View Bank Account page | Are admin in the group or parent group |
Add bank account |
|
Edit bank account |
|
Delete bank account |
|
Edit bank account number |
|
Change account status |
|
Expenses:
Action | Current Permission |
View list of expenses | Are admin in the group or parent groups AND have finance role |
Approve claim | Are admin in the group or parent groups AND have finance role |
Reject claim | Are admin in the group or parent groups AND have finance role |
Close claim | Are admin in the group or parent groups AND have finance role OR are the claim submitter or their guardian |
View claim details | Are admin in the group or parent groups AND have finance role |
Charity Work:
Action | Current Permission |
Create charity work | All managers can create for the groups they have access to. |
View charity work details and user orders | All managers. Orders and details are filtered by the group selector, so managers can only view for the groups they have access to. |
Change payment deadline and set delivery | Managers at the level the charity work is created on. |
Export orders | All managers. Orders are linked to the person's group membership, so managers see orders only for the level they have access to. |
View orders / Update orders | All managers |
Send reminders | All managers |