Membership System

The association needed to replace it’s outgrown membership database without losing any data or functionality. Weekly member lists are generated to provide simple forms for treasurers to record payments as they are received. Member statements, which include tax exempt notifications and customisable reminders, can be generated as required. Summary reports enable the executive to monitor the status of their constituency without getting bogged down in details.

The solution needed to replace and expand upon the existing system that had reached it’s user limit. All the existing functions were replaced/recreated before creating additional functionality. A new series of detailed financial reports allow for reconciliation and fast data entry into the accounting package; instead of entering individual transactions for each member the client is now able to make summary transactions for the total amounts to be allocated to their different destination accounts. A date driven approach has allowed for continued expansion of payment methods, specifically direct payment via internet banking, without compromising the traditional collection process.

The solution is complete, occasional development of new functions is undertaken when the clients business model changes. In fact, the system has been so popular it’s now being used by quite a few affiliated associations in the south west of Western Australia and Tasmania.

This solution uses:

• Microsoft Access 2007