Training copy. These screens write to the TEST base only, so you can practise safely. Nothing here touches the real books yet. Sign in with your own Staff PIN (the Chairperson turns on Share Capital Access for it in the Admin Module); your name is recorded on every entry. Finer role-based permissions will come later.
Collections register
Every collection recorded: installment payments, provisional receipts and acknowledgment receipts, newest first. Read-only. Money already applied from a provisional receipt appears once, as the payment.
Date
Received from
Share capital
Membership fee
Total
Type
Receipt no.
Reference
Details
Mode
Payment ref.
Received by
Custody
Status
Total shown
Membership fees not yet collected
Anyone with a Subscription Agreement or a held receipt who has no Membership Fee (account 40620) in the ledger. Collect the fee through Record a collection (membership fee only), and the name drops off this list.
Name
Member / Application ID
Reference
Where
Fee collected
Still owed
Look up a member
Find a member's Member ID and Access Code by name, for receipts and postings. Keep the Access Code private; never post it in a group chat.