It is possible to create a bespoke email to send out with the receipt and this email can have a PDF attached. Create a DOCUMENT to hold the pdf. Having done so go back into the created document and attach the PDF. Create a template and use the data source…
To change the end of year date Go to SETTINGS. – CUSTOM FIELDS About half way down the screen is where the year end date is stored. You can change it there. Please remember to save the change. This change will not affect the information in receipts already issued. You…
INFORFMATION FOR SUPPORT TEAM The issue if you re-open a return that has rolled forward is that we (as support) need to index back the return period on the branch record to the re-opened period. Once done the branch can then upload data to the old period. We must keep…
The BBKA Membership Fees, as agreed at the 2021 ADM, with effect from 01.10.2021 are: Registered £ 21.00 Partner £ 13.50 Country £ 10.00 School £ 21.00 Junior £ 9.50 (same a pre-01.10.2021 rate)
You have not missed a step but I agree it does seem a bit strange. I believe the thinking behind it is that these members are still current even though they are Awaiting renewal and thus they should stay Approved Once they submit the renewal application then their status changes…
There is an option to transfer information from eR2 to online payment systems, there is some information about this in the On line payments manual accessible from the help pages of eR2 See pages 17 & 18. It does require a reasonable level of IT skill to do this, but…
Junior Members Certificate – Not showing BDI Insurance There is no BDI insurance contained in the Junior membership fee of £9.50 which is why no certificate of insurance is issued on membership renewal. It is generally assumed that juniors will be managing bees that are insured via a registered or…
Can a member transfer from one Association/Branch to another? Is it best for the member to register with future branch instead of renewing with his current one? There is no mechanism for transferring a registered membership between two associations mid year. One suggestion is that the member joins the future…
There are various reasons why receipts cannot be produced. This should resolve most of the problems. If a Member has not correctly filled in the online renewal form there is likely to be an entry in their account for Zero. Once you know that the fees are in the branch…
The default position is that the registered member insures all the hives that the two people manage. A partner member does not have any BDI. However there are instances where some associations allow partner members to have basic BDI and then additional cover as appropriate. In such instances the basic…