Modified on Fri, 9 Feb at 10:51 AM

The Memberships Repository provides information about different memberships and their financial statuses within the database. Columns can be added or removed to suit your preference. Names, member number and groups have searchable fields. Lists can be filtered by membership status and financial status.

Action buttons available: 

Perform a bulk action for more than one member

Search for memberships

Add and remove columns
Search for batches of membership edits
Manage member updates

Use the tabs across the top of the page to find specific information on different memberships and financial statuses. Each tab indicates how many memberships fall under that particular status.

CurrentAll current memberships. A member assigned multiple memberships is listed for each membership group
Invoice RequiredA membership edit required an invoice to be createdCreate invoice or change status
Credit RequiredA membership edit required a credit note to be created
Create credit note or change status
UnfinancialAll memberships linked to an outstanding invoice passed the defaulted date. Membership status is Inactive and Unfinancial
End or change memberships, or resign member record
WaitlistMembers waiting to be added to a membership that has a maximum limit appliedActivate and invoice, remove or edit memberships
InvalidMembership restrictions are not metRemove, change or edit memberships
AdditionsNew memberships added 
ChangesScheduled membership changes

Memberships scheduled to end

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