Premier | 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.
Related Articles
Premier | Direct Debit Processing
Description Monthly payment can be processed and collected via direct debit or by processing a standing order, this section covers the creation of the direct debit collection file. Resolution In "Administrator" or via "Manager" click onto “DD / SO ...Premier | Global Membership Renewals
Description Global Membership Renewals The Global Membership Renewal function within Core by Premier, allows you to renew single payment term members as a group. This applies to all members who make a single payment for their membership, and which ...Premier | Membership Settings
? Summary Site Settings in Premier allow you to define rules and defaults for creating and managing memberships. Configuring these settings ensures consistent membership management, payment processing, and loyalty programs before adding new members. ...Premier | Create New Banks
? Summary Bank Setup in Premier allows users to allocate bank details to staff members or client records. This is essential for processing Direct Debit payments for memberships, ensuring accurate collection and reporting. ❓ Likely Scenario A staff ...EMS | Members - Single Membership
Description When create a new member this will utilise the "Membership Update" process which provides reh ability to select the membership type and the payment options. The ability to create or edit a members record can be completed via the back ...