Auto Allocate unallocated funds

Originally written by Zak Taylor. Published 3 September 2024, last updated 30 September 2025 on the Club Systems help centre.

This guide provides a straightforward method for efficiently managing unallocated funds in ClubV1, ensuring that payments are properly assigned to outstanding charges. By following the steps outlined, users can quickly resolve unallocated balances, streamline financial records, and enhance overall payment accuracy.

1. When viewing a person record you may notice that there's unallocated balance. What this means is, a payment has been made however hasn't been allocated to any outstanding charge.
2. To resolve this, first of all select "Finance"
3. Click "Bills"
4. Click "All Bills"
5. Click "Auto Allocate"
6. The auto-allocation page will be displayed, listing all unallocated funds. You have the option to include everyone in the auto-allocation by toggling the slider at the top, or you can manually adjust allocations using the individual sliders provided next to each name.
7. Click "Allocate"
8. After choosing "Allocate" on the previous screen, ClubV1 will try to assign any unallocated funds to outstanding charges on the individual's record. When this process is finished, the "Auto Allocation Process Complete" page will be displayed.
9. Upon searching for the example member, it is evident that the 'Unallocated' field has disappeared, and the £750 previously unallocated has been successfully allocated to the £750 bill.

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