Member changing category

To change a member’s category change their category in the member’s page. Then go to the accounts page and (or upload) their additional payments.  Issue a new receipt and it will show the additional payments that have been made.   For the member increasing their BDI cover, again simply upload /…

Continue reading

Correcting Receipts

It may become apparent that the information on a member’s receipt is incorrect. To remedy this first make sure that the correct information is being held in the member’s record, if not then change it and save the change. This change will not affect any receipt that has already been…

Continue reading

Upgrade of Membership type

To upgrade a membership class, make a manual entry in the member’s account for the difference between the new and previous membership fees and change the membership class in the member’s record. This will then be picked up automatically in the Autumn Capitation Process and validated.

Continue reading

Membership numbers

QUESTION:     Does BBKA operate exclusively on the membership numbers that appear in ER2 today, or do you still hold and use the “old” numbers?. ANSWER:       We only use eR2 to check membership numbers. The ‘old’ access database was switched off.   QUESTION:     What aspects of membership…

Continue reading