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MemberCash Dunning: overview and export

  • Updated

In this article you will learn how to use the MemberCash Dunning dashboard to see, across all your locations, which members currently have a purchase restriction, why they are restricted, and how much is still open, and how to export that overview to Excel or CSV.

Contents

Fast lane

  1. Open Finance / MemberCash Dunning.
  2. Review the key figures at the top and the list of members with a purchase restriction.
  3. Use Filter to narrow the list down by restriction type, or Search and Sort to find specific members.
  4. Use the location selector (Current facility) to evaluate the data across all of your locations.
  5. Select Export as excel file and choose Excel or CSV.

What the MemberCash Dunning dashboard shows

The MemberCash Dunning dashboard gives you a live overview of all members who currently have an open collection case with MemberCash. For each member you can see the open claims, the reason for the purchase restriction, and the current collection state, so you can spot open cases and follow up with the member.

At the top of the dashboard you see four key figures:

  • Affected members - the number of members with an active dunning case.
  • Principal claims - the total of the open principal claims.
  • Membership fee - the total fee amount.
  • Open - the outstanding amount (principal plus fees minus payments).

MemberCash Dunning dashboard

Before you start

  • Permission: you need the MemberCash Widget in Member Account permission. Although the permission is named after the widget in the member account, it also controls access to this dashboard.
  • The dashboard only lists members who use MemberCash, so it is relevant once MemberCash is set up for your organization.

Where to find the dashboard

Open Finance / MemberCash Dunning. The entry is marked as New in the menu.

The columns of the dashboard

You can show or hide columns with the Columns option and reset your view with Reset. The dashboard contains the following columns:

Column What it shows
Customer number The member's customer number.
First name The member's first name.
Last name The member's last name.
Studio name The location the member belongs to.
ERP status The member's status in the connected ERP system.
Purchase restriction The reason the member is currently restricted (see Restriction reasons below).
Principal claims The open principal amount for the member.
Membership fee The open membership fee amount for the member.
Payments The payments already made by the member.
Open amount The outstanding amount: principal plus fees minus payments.
Collection state The stage of the collection case: Pre-collection or Debt collection.
Last communication date The date of the last communication with the member.
Case reference The reference of the collection case.
Member account Opens the member's account so you can manage it.

Restriction reasons

The Purchase restriction column shows why a member is currently restricted. You can use the Filter (column Purchase restriction, operator is) to show only members with a specific restriction reason. The possible reasons are:

  • Bank account closed
  • Contract contested
  • Contract terminated
  • Incomplete address
  • Invalid address
  • Invalid bank account
  • Invalid BIC
  • Invalid IBAN
  • Invalid IBAN format
  • Member deceased
  • Member insolvent
  • Missing BIC
  • Other reason
  • Purchase limit
  • SEPA-Mandate withdrawn

Evaluating data across your locations

Use the location selector labelled Current facility at the top right to switch between the current location and all of your locations. The key figures and the list update to match the locations you selected.

Exporting to Excel or CSV

Select Export as excel file at the top right and use the dropdown to choose Excel or CSV. The export uses your current filters and the locations you selected, so you can export exactly the subset you are looking at.

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