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Financial Status of Member

Mark Pititto
posted this on October 08, 2012 16:48

Question:

I run member reports and to show financial members and members that have Paid Products show up as un-financial Members.

Why are these Members un-financial?

 

Answer:

A member's "Financial Status" is not directly related to Products. The financial status of a member does not change automatically at the end of a season to un-financial. It is a status you may edit when editing a members profile.

To manually make a members status Financial, select the member record and the Edit icon. Under "Financial", tick the check-box Member Financial? and select Update Member to finalise this process. This will change the Member Financial status to Yes (Financial).

In future, it is best to run a financial report using the Transactions report and filter the Transaction Status to "Unpaid" to identify those that have selected a Product but have not paid for the product.

 

Comments

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Becky Youngberry

How is marking someone as financial affected by members that are registering to a new season? Will their status automatically revert back to unfinancial for that new season?

February 07, 2013 13:44
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Mark Pititto
Fox Sports Pulse

Hi Becky,

 

Thanks for your query.

 

The financial status does not automatically change, it is a manual flag in the system to mark them as financial / unfinancial.

 

Regards,

Mark 

February 07, 2013 14:02