Financial Managment

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
The financial transaction screen on a member record