Member Account - view committed installments

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  • Updated 6 months ago
When reviewing Member Accounts, it would be good to view future transactions/installments as an option (like viewing previous statements). At the moment the only way to do this is to run the Committed Installments report, which if you have several hundred members, can take a while to get to the one of interest. This would be useful to view refunds/corrections as well as future monthly payments etc!
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Luis Silva

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Posted 6 years ago

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Charis

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Agreed - this would be really useful. At the moment there is no quick way to see the total amounts that each player has committed to. Is there a plan to develop this?
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Sarah, Admin

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This is live on the sites, can you confirm that subscription amounts have been charged to account.  if so a member can view committed instalments if they login and click on my account
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Charis

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I'm not talking about members being able to view Committed Installments here - that's on the other thread.

I meant as a club admin / treasurer there doesn't seem to be a way to see the total amount members are committed to pay. In the financial section under Member Accounts I can only seem to see their next instalment.

Thanks.
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Sarah, Admin

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Apologies misunderstood

This can be done in reports / financial reports  / committed instalments
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Charis

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Thanks - yes - appreciate it can be done via the reports. But it would be useful to be able to view it within the financial accounting section. (Rather than having to run a separate report). It's important for us to be able see the total amount a member owes, not just their next instalment.

Is there any plan to update this? Thanks.