Bulk Resigning Members

Modified on Mon, 25 Aug at 4:14 PM

Step 1 - Clear Invoice Required tab in Memberships repository

Please arrange to clear the Invoice Required tab in the Memberships repository. These memberships either need to be invoiced or have the document status changed to invoice not required if you do not need to invoice them.

Step 2 - Reverse Defaulted Invoices

Arrange for the defaulted invoices to be reversed using the steps provided below.

Note if there are defaulted invoices with different accounting dates. Depending on the required accounting reversal date you may need to reverse these invoices manually or in separate bulk batches.

Click on Financials menu and then Invoices
Click on Defaulted Tab
Select Invoices
Deselect any members whose invoices are not to be reversed
Click on Bulk Action Menu
Click on Reverse Invoices
Select required Reversal Date
Select required Reversal Accounting Date
Write any required notes in Reason text box
Click on Reverse Invoice

Step 3 - Change Invoice Status to Document Not Required
These members will then show under the Invoice Required tab in the Membership Repository. To clear this please follow the below steps.

Click on Members menu and then Memberships
Click on Invoice Required Tab
Select Members
Click on Bulk Action Menu
Click on Document Not Required
Click on magnifying glass icon in Mark as Document Not Required complete message as shown below

This will take you to a Memberships : Batch screen.

Note if there were members in the Invoice Required tab in the Memberships repository before the defaulted invoices were reversed you can search for the members and action the Invoice status change to Document Not Required using the below steps.

Click on Members menu and then Memberships
Click on Invoice Required Tab
In Last Modified column using Calendar icon button select date you actioned the reversal of the defaulted invoices on (i.e. if you actioned the reversal on 05/06/2024 select 05/06/2024)
Select Members
Click on Bulk Action Menu
Click on Document Not Required
Click on magnifying glass icon in Mark as Document Not Required complete message as shown below

Step 4 - End Member's Memberships

In the Memberships : Batch screen you are able to end the members' memberships in bulk using the below steps. Please note for members who have a discount group as well as a membership group you will need to end both groups on each member manually.

Click on Show/Hide Columns icon and tick Groups box
Untick members who have multiple membership groups
Click on Bulk Action Menu
Click on End Memberships
Select Effective Date
Click on Continue

Step 5 - Resign Members

Within this Memberships : Batch screen you are also able to bulk resign the members using the below steps. Note for any members with outstanding balances in the membership, cash and/or prize accounts these will need to be cleared before they are resigned.

Tick select all box
Click on Bulk Action Menu
Click on View Associated Members
Click on Show/Hide Columns icon and tick Membership, Cash Account and Prize Account boxes
Check Membership, Cash Account and Prize Account Columns
Select members with $0.00 account balances
Click on Bulk Action Menu
Click on Resign Members
Click Yes in Resignation Confirmation box
Select reason
Write any required notes in Explanation text box
Select Effective Date
Click on Save Reason