We recently introduced an update to Korrio to replace the green squiggly lines with a dash. If a user is not supposed to see certain information, the system will just not display that information. We think this is simpler than showing you a page full of green squiggly lines. Please note that we did not make any changes to our privacy engine, that governs what users are allowed to see on a specific page. This update is merely a visual change.

This improvement is part of our ongoing commitment to improve the user experience for all of our members.

For more information on our Privacy, you can view Privacy Policy Details Helps Answer Member Questions.

The Issue Refund quick transaction post link on the payments page can only be used for Integrated Refunds. Those payments that were originally made by credit card, that you want to refund back to the parent’s credit card.

For other refunds, such as those that exceed your respective Payment Vendor Limitations or refunds made by check, you can use the Apply Credit and Add Fee links to post your refund. Be sure to add the word Refund into the description for reporting purposes.

We recently introduced a new feature that provides club admin with a faster method of searching for member accounts. Look for the Member Lookup icon  on the main tab of your Club’s Korrio site. Enter in as much information as you have to improve your search results.

Some of the work that you do requires looking at multiple pieces of information at once, or the completion of repetitive tasks. A simple tool to help you do your job faster is to open a new window or tab in your browser.

When you are searching for an individual or looking across multiple teams, instead of clicking on the link in Korrio, right click on the link. Your browser will display a dialogue box where you can elect to view the link in a new window or tab. After you’re finished, close the tab that you were looking at and return to the original page to right click on another link.

You are essentially using the first page as a table of contents!

Korrio provides club financial managers with the ability to identify the following for a prior season:

• Number of registrations
• Net Revenue

Please note that a lot of the recommendations below assume that you or your club used a common naming convention for your registration programs as described in the following support posts:

Creating season registration programs for Recreational level of play

Consistency of Program Names on Your Website and Registration Program

Read On »

There are two methods for handling scholarships for competitive teams (premier and travel) that have higher club fees.

1. Use Admin Entered / Walk Up Registration to apply the scholarship during registration, and select Automatic Payment Plan as the payment method. Please note that this method will require the processing of a credit card prior to completion of the walk up registration.

2. Have parents register children for your club’s Season Registration program selecting the Automatic Payment Plan method, then make adjustments after registration is complete.

Steps to Implement #2 Above

Read On »

If you are an admin of the club that has financial rights enabled, then you have access to the following features on the Payments page of your club’s Korrio site.

1. Cancel an Automatic Payment Plan “Profile” in Payment Vendor

When a parent registers and selects to pay by an Automatic Payment Plan, a related “profile” is created in your club’s respective payment vendor (Paypal or Authorize.net). Korrio provides you with the ability to cancel this profile directly from Korrio. On the Payments page, search for your transaction and click on the “+” next to the date of the transaction. Doing so will display the relevant details of the transaction. Look for the quick link for Cancel Auto Plan . This link will cancel the “profile” in your respective payment vendor, and stop the monthly payments for the parent.

2. Refund an Automatic Payment Plan Payment

Korrio uses third party payment processors to process registration payments. These payment vendors are organized around each separate payment transaction. Thus, for an Automatic Payment Plan, you must refund by transaction. To issue refunds for monthly payments made during an Automatic Payment Plan, click on the Refund quick link next to each listed payment. This is different than the Issue Refund quick link that is displayed for full payment registrations.

Please also note the Payment Vendor Refund Limitations of your respective payment vendor.

We have recently released a new feature that allows club financial managers to issue refunds from within Korrio and automatically send that transaction request to your payment vendor for processing.

How do I use this?

There is no change to how you use Korrio. All we have done is eliminate the need to log into your payment vendor. Click Here to learn more about Posting Transactions.

Is there anything that I need to set up with my payment vendor?

Paypal – No. There is no action required to enable integrated refunds for clubs that use Paypal as their payment vendor.

Authorize.net – Yes, read more below.

To use integrated refunds, you must enable the Transaction Details API within Authorize.net. Follow these instructions to enable the API:

1. Log into your Authorize.net account and click on Account

2. Click on Transaction Details API

3. There will be a button the screen that says Enable Transaction Details API. Before you click on this, scroll beneath this button and enter your security token.

4. Click on the Enable Transaction Details API button

Please note that if you try to issue a refund from the payments page prior to enabling the Transaction Details API, you will get the following error message.

When your club’s volunteers change, you as a current club administrator can add and remove administrators to your club.

Steps to Add a New Administrator*

1. Go to the Personnel Tab on your club’s Korrio site

2. Click on Add Member

3. Enter the new administrators name or user name, and un-check the setting for Only show eligible members

4. Click on Add next to the member’s name

5. Under Type, select Admin and click on Submit Changes

*To add a new administrator, the member must have a Korrio Account and be registered with the Club. Most clubs have a program for volunteers to begin each season. Please see the Support Blog post titled Best Practices: Volunteer Registration.

Steps to Remove an Existing Administrator

1. Go to the Personnel Tab on your club’s Korrio site

2. Click on Remove Member

3. Select the member that you would like to remove and click on Submit Changes

Both Paypal and Authorize.net have a limited number of days to issue a refund after the initial transaction was processed. Paypal is 60 days, and Authorize.net is 120 days.

To process a “refund” after the aforementioned dates, follow the instructions provided by your respective payment vendor. We provide those instructions for your convenience below.

Paypal - Refunding Payments for Individual Transactions (search for Refunding After 60 Days)

Authorize.net - How do I refund a credit card transaction? (search for The original transaction settled over 120 days ago)

Posting the Refund Transaction in Korrio

You will need to manually post this refund to the original transaction in Korrio. However, if you click on Issue Refund, you will get the following error due to the payment vendor limit on days.

To post this refund transaction, first post a debit (Add Fee) and then a credit (Apply Credit). In each transaction, include a description that contains the word refund for reporting purposes. Please note that issuing these p0st-limit refunds will not appear on the Credit Card Transactions by Date report that is used for reconciliation purposes. Unfortunately, for reconciliation purposes, you will need to account for these transactions with a manual process.