Member Current Balance

As you scroll down the individual member details card, you will see the different balances available for the member.

1. Points Accrued:

The total number of points earned by the member. Click on the box for a detailed summary of accrual transactions, where you can view:

Description
Amount
Points
Transaction Date
Processing Date
Transaction Type
Narration

You can further filter transactions using the drop-down menu:

All Transactions: Lists all accrued points for the member.
Custom Search: Select a time frame using the calendar icons and click Search.

2. Points Redeemed: The total number of points that the member has used. 

Clicking on the box will take you to a detailed summary of points redeemed, where you can view:

External Reference
Description
Points
Transaction Date
Processing Date
Transaction Type
Narration

You can further filter transactions using the drop-down menu:

All Transactions: Lists all accrued points for the member.
Custom Search: Select a time frame using the calendar icons and click Search.

3. Points Expired:

The total number of points that have expired according to the program's configuration. Clicking on the box will take you to a detailed summary of points redeemed, where you can view:

Description
Points
Transaction Date
Processing Date
Transaction Type
Narration

You can further filter transactions using the drop-down menu:

All Transactions: Lists all accrued points for the member.
Custom Search: Select a time frame using the calendar icons and click Search.

4. Pending Points:

Points that are awaiting approval from the maker/checker. 📘How available points are calculated?

Points Available (Current Balance) = Points Accrued - Points Redeemed - Points Expired

📘
How available points are calculated?
Points Available (Current Balance) = Points Accrued - Points Redeemed - Points Expired

You can easily review a member's current point balance, accumulated points, redeemed points and expired points in Members → Member Profile

Updated 18 days ago