Outstanding Contributions

This report lists all members who have exited within a specified date range and for whom contributions are outstanding, i.e. the exit is finalised, but there is still money available in the Contribution Account.

The report is produced in two stages:

-        input the selection criteria and submit the job
Note:
The reports are not displayed automatically.

-        view the completed reports

From the Exits menu, click  alongside Outstanding Contributions on the sub-menu on the left.  Additional options will be displayed.

Create

Click Create below Outstanding Contributions.  The Outstanding Contributions Report screen will be displayed.

Select the required scheme and provide an e-mail address.  The TO DATE defaults to the current date, and can be changed if required.  A FROM DATE can be provided (optional).

Note:

To select a scheme, click the LIST button alongside Scheme.

Click GENERATE REPORT.

The current report detail will be displayed on the lower portion of the screen.

A message will indicate once the job has been successfully submitted, and an e-mail will be sent to you.

View

Click View below Outstanding Contributions.  The Report Selection screen will be displayed.

To select a report, click on the hyperlinked display in the Action column alongside the appropriate selection.

The Report Selection screen will be displayed.

The following columns are displayed:

-        Surname

-        Initials

-        Membership number

-        Date of Exit

-        Outstanding Contributions

-        Exit Contributions

Explanation of some of the columns on this report appear below.