EMS | AUDDIS Processing
Description
AUDDIS simply replaces the paperwork which is sent to the bank once a member has joined your facility, it negates the posting of forms and all information is sent to the bank electronically.
Resolution
In "Administrator" or via "Manager" click onto “AUDDIS Processing”
Creating New AUDDIS
- To create a New AUDDIS click onto the "Green Plus"
- This will present all members which have not previously had an AUDDIS completed or where the members bank details have been amended
- Displays “Surname” / “First Name” / “Membership Number” /” Bank Account Number” and “Sort Code”
- Press the “Create AUDDIS” button
- Missing details
- All members with missing account details will be excluded from the file creation
- A report is provided of all missing details, you now have the opportunity to review the bank details on the members record card - see Members - Details
- Click "YES" to continue to create the AUDDIS file, even though lines will be omitted
- The AUDDIS.txt and AUDDIS.csv will now be available in your stored location - see Site Settings - Memberships
Members Bank Details
On the members client card you will now see a tick in the box stating that AUDDIS is processed for this member.
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