Drill down information from SGA Accounting
When drilling down into the membership system you will find answers to the following questions.
- Who did this money come from in this G/L account?
- Can we see the transactions for this account for one activity or a range of activities?
- Are there any other transactions or payments for that activity for this individual person?
- Is this individual person enrolled in any other classes?
- Is there enrollment of other members in the family?
- Can we see everyone enrolled in that activity? (a roster)
- If we have more questions about a transaction, do we have a phone number or an e-mail to help us make contact?
From within SGA Accounting's account history browse, right click on a transaction. Select Browse MM for the specific date or the entire month. If you browse by date you will see only the transactions that make up the summarized G/L transaction you are looking at.
Right click to browse the activities for the member. The beauty of the activity information screen is that once you're there, you can use all the features of the screen including Excel, e-mail, or display a picture of the member. We at SGA are very open to requests and if you go with this product we will gladly work to fulfill all of them. Therefore, your greatest limitation is your imagination.