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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.

  • Reports > Client > Mandatory Data Details

  • Check every single report by selecting the radio buttons

If you have any questions or need assistance, please don't hesitate to reach out.