When generating the Members Summary Report, the members do no show any member balances.
Check the Member Start Date and Service Start Date.
When both the Members Summary Report AND the Members Statement are not showing member balances, this typically occurs when the Member Start Date or Service Start Date entered is incorrect.
Review this by completing the following:
|From the Main Toolbar, go to Member.
Select Member List from the list.
Click into the desired Member Account to review the Member Start Date and Service Start Date.
Check the System Start Date
There can be a case where the Member Summary report is blank however, the Members Statements are displaying a members balance.
This can occur for new funds where the current financial year is also the first year the fund was formed.
If this is the case, a System Start Date is not required for the fund.
|From the Main Toolbar, go to Fund.
Select Fund details from the list.
Remove the date in the System Start Date field.