Core to successful member management is the ability invoice fees, receipt payments and inform members of the financial obligations to your organisations. The MEMBAZ financial management capability allows you to:
- Create your own transaction types with default amounts, including special transactions required by your club
- Assign default fees to each category of member (e.g. Country members / Full Members, Weekday Members)
- Email financial documents from within the system
- Bulk financial management capabilities allow you to rapidly raise fees, receipt payments, change categories, inactivate members, import or export member information
- View and overall financial summary of your organisation on the dashboard
- View or extract a range of pre-defined financial reports and summaries
- Perform ad-hoc extracts of financial information into Excel for analysis
- Brand your financial documents with your logo or letterhead as well as issue customized messages within these documents or the mails to which they are attached
- View recent transactions and outstanding balances before processing any transactions thus limiting duplicate or incorrectly assigned fees and payments
- Unique transaction reference numbers make bank reconciliation that much easier
- Follow an audit trail which shows when and by whom all financial documents were created and sent
- Re-issue financial documents
- Bulk upload transactions using system generated Excel templates