Memberships Repository

Modified on Thu, 17 Jul at 8:43 AM

The Memberships Repository provides information about the memberships and their different statuses i.e. membership, financial and document statuses, within the database. Columns can be added or removed from the repository data table 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
	Show or hide data columns
	Search for batches of membership edits
	Manage member updates

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

TAB	DESCRIPTION	ACTION REQUIRED
Current	All current memberships. A member assigned multiple memberships is listed for each membership group
Invoice Required	A membership edit required an invoice to be created	Create invoice or change document status to 'document not required'
Credit Required	A membership edit required a credit note to be created	Create credit note or change the document status to 'document not required'
Unfinancial	All memberships linked to an outstanding invoice passed the defaulted date. Membership status is Inactive and document status Unfinancial	Reverse or Edit defaulted invoice/s. End or change memberships, and resign member record
Waitlist	Members waiting to be added to a membership that has a maximum limit applied	Activate and invoice, remove or edit memberships
Invalid	Membership restrictions are not met	Remove, change or edit memberships
Additions	New memberships added
Changes	Scheduled membership changes
Cancellations	Memberships scheduled to end