Settlement Template Line Items
Settlement templates define the financial calculation steps used when settling an event. Each template contains an ordered list of line items that determine how gross revenue is distributed among organization funds and family accounts.
Standard Line Items
The default "Standard Event" template includes the following line items:
| # | Line Item | Category | Calculation Method | Configuration | Applies To | Purpose |
|---|---|---|---|---|---|---|
| 1 | Stand Commission | Income | Manual Entry | Currency input for total commission from stand | Info Only | Records the gross commission revenue earned by the stand. This is the starting figure for all subsequent calculations. |
| 2 | CC Tips | Income | Manual Entry | Currency input for credit card tips total | Info Only | Records credit card tip revenue. Included in total income calculations. |
| 3 | Per-Person Amount | Income | Per Worker | Rate: $15.00 per attended worker | Info Only | Calculates the base per-person earning amount based on attendance count. Used as a reference figure. |
| 4 | General Fund (6%) | Fee | Percentage | 6% of Stand Commission | Org Fund (General Fund) | Deducts 6% of gross commission and routes it to the General Fund. |
| 5 | Board Fund (3%) | Fee | Percentage | 3% of Stand Commission | Org Fund (Board Fund) | Deducts 3% of gross commission and routes it to the Board Fund. |
| 6 | Insurance Fee | Fee | Per Worker | $5.00 per attended worker | Operating | Deducts a flat $5.00 per worker and routes it to the operating account for insurance costs. |
| 7 | Net Per-Worker Payout | Payout | Formula | (All Income Total - All Fees Total) / Worker Count | Family | Calculates the final amount each worker's family receives after all deductions. |
Line Item Categories
| Category | Code | Description |
|---|---|---|
| Income | income | Revenue inputs -- gross commissions, tips, and other income sources. |
| Fee | fee | Deductions taken from income and routed to organization funds or operating accounts. |
| Payout | payout | The net amount distributed to family accounts. |
| Member Fee | member_fee | Fees charged per family member (not currently used in the standard template). |
Calculation Methods
| Method | Code | Description | Configuration |
|---|---|---|---|
| Manual Entry | manual_entry | The value is entered manually by the person performing the settlement. | input_label: prompt text; input_type: "currency" or "number". |
| Flat Rate | flat_rate | A fixed dollar amount. | rate: the dollar amount. |
| Per Worker | per_worker | A fixed amount multiplied by the number of workers. | rate: amount per worker; count_basis: "attended" (only workers who attended) or "assigned" (all assigned workers). |
| Percentage | percentage | A percentage of another line item's value. | rate: percentage value (e.g., 6 for 6%); reference: label of the line item to calculate against. |
| Formula | formula | A computed expression referencing other line items and aggregate values. | expression: formula string using {Label} placeholders; round_to: decimal places for rounding. |
Applies To
Each line item specifies where its computed value is directed:
| Target | Code | Description |
|---|---|---|
| Info Only | info_only | The value is displayed for reference but does not create any financial transaction. |
| Org Fund | org_fund | The value is deducted and deposited into a specified organization fund. Requires a targetFundId. |
| Family | family | The value is credited to each worker's family account. |
| Operating | operating | The value is deducted and routed to the organization's operating account. |
Additional Templates
StandShare includes a second default template:
Low-Revenue Event Template
Identical to the Standard Event template, except the General Fund (6%) and Board Fund (3%) line items are disabled. This is intended for events where revenue is too low to justify fund deductions.
Creating Custom Templates
Administrators with the event_management.manage_settlement_templates permission can create custom templates:
- Navigate to Admin > Settlements.
- Click Create Template.
- Provide a name, description, and scope (event-level or stand-level).
- Add line items in the desired order, selecting the category, calculation method, and target for each.
- Mark the template as default if it should be auto-assigned to new events.
Event-Level Overrides
For individual events, specific line items can be overridden without modifying the template:
- Disable: Turns off a line item for that event only (e.g., waiving the General Fund deduction for a charity event).
- Modify Config: Changes the calculation parameters for that event only (e.g., changing the General Fund rate from 6% to 4%).
Overrides require the event_management.assign_settlement_template permission and are recorded with a reason for audit purposes.
Next Steps
- How-To Guides — Step-by-step instructions
- Concepts — Understand how StandShare works