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14.1 Setting up banking
- 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.
- 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.
- 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: 14.2 Setting up programmes
Up: 14 Banking - Automatic
Previous: 14 Banking - Automatic
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