How to do BDI/Capitation return

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 to the PDF file and see which items are highlighted in RED. Correct these error and then repeat this step.

When there are no errors click on the White button to the right marked “Next Step”

Click on the second green button marked “Prepare BBKA Invoice” and again check for errors

When there are no errors move to the “Next step” which will produce the Remittance advice and  you can close the return which will notify the Association treasurer who will arrange to collect the monies from you.  If you do not have any branches then the remittance advice will be for you to action.

When the period is closed the system will automatically create the next return period, ready for you to add fresh membership payments.

Do not make the BDI payment until the COunty treasurer issues the levy request.  Although in theory the amount of BDI should be set once the period is closed. Ii has been known to discover something that causes the BDI to change after is has been closed.