As Cornwall (17) has a central membership secretary for all of its branches there are problems with rolling data forward at the end of the year. What has to be done is Martin needs to change the master record to be the appropriate period. Go to each of Cornwall’s (17.??)…
To close a capitation period – Click on UTILITIES – BBKA CAPITATION/BDI RETURN Select the capitation period you wish to close. On the next screen click on the lower green button marked “Prepare BDI Invoice” If the screen displays an error message open the report by clicking on the link…
Although a Branch return has been closed, items will not roll forward until the Association return has been completed. In some cases, where there are no branches, it will be necessary to set up an “Association” so that the return can be closed at Association level. If you do not…
If an error is found in the BDI Invoice., make the appropriate changes to the membere’s data and then you MUST re-generate the BDI Invoice to pick up the amendments.
There is an internal check to see if there have been any changes between generating the final invoices and closing the return. Please press step 3 – to regenerate the final invoices and then go to step 4 to close the return and all should be fine.