Next: 14.6 Undoing bank statement
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- Every time a bank statement is imported any receipts from members
are credited to their Membership Account and their membership renewed.
- Go to Bank on the top menu bar and choose Import. Identify the bank.
Choose the file from where you have saved it. Open.
- All transactions for the period will appear. If they have processed
in message column it idicates they have been matched to a member's
membership.
- If there is an error message, highlight each transaction and decide
what change to make. Can assign an unknown to the member it should
go to. Ignore transactions that are not related to members.
- Too many mambers error message indicates a payment for more than 1
member where the allocation has not been set up correctly.
- When all transfers are correctly shown, process.
- Before returning to the member screen you will see a report of members
who have missed or overpaid payments. Go to mebers to check reason
and take relevant action.
Next: 14.6 Undoing bank statement
Up: 14 Banking - Automatic
Previous: 14.4 Couples and shared
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