Finance - Revision history

Charlotte Garratt at 10:04, 27 July 2018

2018-07-27T10:04:32Z

Charlotte Garratt at 09:52, 27 July 2018

2018-07-27T09:52:31Z

Charlotte Garratt at 09:52, 27 July 2018

2018-07-27T09:52:06Z

Charlotte Garratt at 09:17, 27 July 2018

2018-07-27T09:17:16Z

Charlotte Garratt at 09:08, 27 July 2018

2018-07-27T09:08:52Z

Charlotte Garratt at 07:51, 27 July 2018

2018-07-27T07:51:39Z

Charlotte Garratt at 07:48, 27 July 2018

2018-07-27T07:48:23Z

Charlotte Garratt at 07:33, 27 July 2018

2018-07-27T07:33:34Z

Charlotte Garratt at 07:28, 27 July 2018

2018-07-27T07:28:57Z

Charlotte Garratt at 13:50, 26 July 2018

2018-07-26T13:50:02Z

← Older revision		Revision as of 10:04, 27 July 2018
Line 43:		Line 43:

	==Event Ticket Postage Charge (Remote Sales)==		==Event Ticket Postage Charge (Remote Sales)==
		+	[[File:Postage Charge Management.png\|thumb\|right\|Postage Charge Management]]
		+	This section is only relevant if you are posting event tickets by mail rather than using eTickets.
		+	The first checkbox, '''Setup Postage Charge''', is simply a saftey switch to allow you to edit the fields below it, otherwise they will blanked out.
		+
		+	In the '''Postage Charge''' textbox you would enter the monetary value you are charging for postage of events' tickets and the last tickbox, '''Postage Charge VAT Exempt''' is to choose whether your postage is VAT exempt or not, exactly the same as in the previous sections.

← Older revision		Revision as of 09:52, 27 July 2018
Line 39:		Line 39:

	Shipping Charge Management is a very simple section with only one tickbox. Tick this box to default shipping charges to being VAT exempt, if you require this at your organisation. Please discuss with your Finance Team before selecting this option.		Shipping Charge Management is a very simple section with only one tickbox. Tick this box to default shipping charges to being VAT exempt, if you require this at your organisation. Please discuss with your Finance Team before selecting this option.
		+
		+	<br/>

	==Event Ticket Postage Charge (Remote Sales)==		==Event Ticket Postage Charge (Remote Sales)==

← Older revision		Revision as of 09:52, 27 July 2018
Line 36:		Line 36:

	==Shipping Charge Management==		==Shipping Charge Management==
		+	[[File:Shipping Charge Management.png\|thumb\|right\|Shipping Charge Management]]
		+
		+	Shipping Charge Management is a very simple section with only one tickbox. Tick this box to default shipping charges to being VAT exempt, if you require this at your organisation. Please discuss with your Finance Team before selecting this option.

	==Event Ticket Postage Charge (Remote Sales)==		==Event Ticket Postage Charge (Remote Sales)==

@@ Line 16: / Line 16: @@
 ==Service Charge Management==
 [[File:Service Charge Management.png|thumb|right|Service Charge Management Section]]
-The next section of Finance is where you can set-up any service charges or transaction fees for any of the products which you sell on UnionCloud. This may be used to cover the transaction fees which you are charged for selling through the platform, full details of your rates will be highlighted in your contract.
+The next section of Finance is where you can set-up any service charges or transaction fees for any of the products which you sell on UnionCloud. This may be used to cover the transaction fees which you are charged for selling through the platform. We impose a minimum service charge for transactions to cover our own handling costs, depending on your contract type we also set a capped upper charge. Please consult your contract or contact us if you need clarification.
 You are able to enter a service charge for 4 types of products which you can sell on UnionCloud:
@@ Line 30: / Line 30: @@
 *'''Exclude transaction fee for remote sales''' - Ticking this box will mean that transaction fees are not applied to Remote Sales purchases. Remote Sales are usually offline cash purchases, so therefore will not warrant the usual processing fee that online transactions require. It is hence probably best practice to keep these boxes ticked so that you are not incurring an unnecessary fees on users.
 ==Shipping Charge Management==
 ==Event Ticket Postage Charge (Remote Sales)==

@@ Line 27: / Line 27: @@
 Each service charge has two optional tickboxes:
-*'''Show transaction fee to students'''
+*'''Show transaction fee to students''' - Ticking this box will show the transaction fee, as a separate value, to users who purchase a product. If this is not ticked then users will only see the overall total price and not the separation into product price and fee.
-*'''Exclude transaction fee for remote sales'''
+*'''Exclude transaction fee for remote sales''' - Ticking this box will mean that transaction fees are not applied to Remote Sales purchases. Remote Sales are usually offline cash purchases, so therefore will not warrant the usual processing fee that online transactions require. It is hence probably best practice to keep these boxes ticked so that you are not incurring an unnecessary fees on users.
 ==Shipping Charge Management==
 ==Event Ticket Postage Charge (Remote Sales)==

@@ Line 23: / Line 23: @@
 *Union Event Ticket
 *eShop Products
-The amount that you enter here can be either a set fee in £s or as a % of the product price, click on the dropdown next to the Service Charge to swap between £ and %. The charge that you enter here will be added to the product price.
+The amount that you enter here can be either a set fee in £s or as a % of the product price, click on the dropdown next to the Service Charge to swap between £ and %. The charge that you enter here will be added to the product price when users purchase the item.
 Each service charge has two optional tickboxes:

@@ Line 12: / Line 12: @@
 Ticking the second box, '''Make nominal code mandatory''', will make nominal code a required field on all pages which it appears on throughout UnionCloud. Users will not be able to move from the page or save without selecting a nominal code.
-Under these two options there is a textbox which asks for you to '''Please enter nominal code format''' (this box will be blanked out if you have disabled nominal codes). This is where you would enter your standard format for nominal codes, similarly to how you set up formats for
+Under these two options there is a textbox which asks for you to '''Please enter nominal code format''' (this box will be blanked out if you have disabled nominal codes). This is where you would enter your standard format for nominal codes, similarly to how you set-up formats for University IDs and Library Cards. For example, NOM[0-9]{5} means that your standard nominal code format is NOM followed by 5 numbers, e.g. NOM73946.
 ==Service Charge Management==