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Adding and viewing a member’s Tax Receipt
1 Out of 2 Found HelpfulAccess Member Profile: Start by opening the profile of the member for whom you want to add a tax receipt. Navigate to Tax Receipt Section: Within the member's profile, navigate to the "Tax Receipt" section. This action will direct you to the area where tax receipts are managed. Add a Tax Receipt: To upload a new tax receipt, click on the "Ad...
Read MoreNavigate to the Member's Profile: Begin by accessing the profile of the member you wish to add to a group. Access the Group Section: Within the member's profile, find and enter the "Group" section. This area is dedicated to managing the member's group affiliations. Select a Group: Click "Assign" and use the dropdown menu to choose the group ...
Read MoreAdding a member to a department
2 Out of 3 Found HelpfulNavigate to Member Profile: Open the member's profile to begin the process of adding them to a department. Access the Department Section: Within the member's profile, locate and enter the "Department" section, which is dedicated to departmental assignments, and click the "assign" button; this will initiate the Assign department pop-up. Selec...
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