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14.1 Setting up banking

  1. If you have Internet banking or Electronic banking you can normally download a file of your bank statement. This file can be directly imported to GymMaster for processing. This feature allows you to automatically extend or expire memberships based on who has paid and who hasn't. This is useful for people who pay weekly, fortnightly, and monthly for their memberships. The system will then renew the member's membership if a payment has been received.
  2. The system accepts a comma delimited file format (CSV). The file formats do vary between internet banking sites. We set up the system specific to your site with GymMaster purchases. You need to provide a CSV file from your bank to us in order to set this up.
  3. After you have selected your bank from the list, it will ask for a file to load. To save time in the future you can add the directory where you save bank statements to your 'places' bookmarks by right clicking on the directory and clicking 'Add to bookmarks'.


next up previous contents
Next: 14.2 Setting up programmes Up: 14 Banking - Automatic Previous: 14 Banking - Automatic   Contents
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