How to check what all mandatory information is missing in members and clients profiles?
Important Notice: Preparing for Payroll Run
Before initiating the payroll process, we recommend checking for missing information using the following reports in the Finance application on Windows. This step ensures a smooth payroll run without any data gaps.
- Reports > Member > Mandatory Data Details
- Check every single report by selecting the radio buttons
Additionally, make sure to verify Client mandatory data details from the Client.
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Reports > Client > Mandatory Data Details
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Check every single report by selecting the radio buttons
If you have any questions or need assistance, please don't hesitate to reach out.