Memberships
Manage membership plans, member records, dues and renewals.
MembersPlansRenewalsSuggested for Clubs & CommunitiesBring member operations together. Open any MicroERP from your Clubs & Communities workspace; the guides below show what each one covers and every screen in it.
These MicroERPs match the everyday work in Clubs & Communities. Your role decides which ones you can open.
Manage membership plans, member records, dues and renewals.
MembersPlansRenewalsSuggested for Clubs & CommunitiesCoordinate service appointments, availability and customer bookings.
CalendarBookingsAvailabilitySuggested for Clubs & CommunitiesManage counter sales, checkout and everyday store billing.
CheckoutSalesReceiptsSuggested for Clubs & CommunitiesOrganise invoices, payment schedules, receipts and collection follow-ups.
InvoicesReceiptsCollectionsSuggested for Clubs & CommunitiesMaintain the asset register, assignments, depreciation and retirement.
AssetsAssignmentsLifecycleSuggested for Clubs & CommunitiesManage the chart of accounts, journals, ledgers and period close.
AccountsJournalsLedgersSuggested for Clubs & CommunitiesReview expense claims, policy checks, approvals and reimbursements.
ClaimsApprovalsReimbursementsSuggested for Clubs & CommunitiesKeep employee records, lifecycle events and people documents together.
EmployeesLifecycleDocumentsSuggested for Clubs & CommunitiesCoordinate shifts, attendance, leave balances and regularisation.
AttendanceShiftsLeaveSuggested for Clubs & CommunitiesPrepare salary structures, pay runs, payslips and deduction records.
Salary structuresPay runsPayslipsSuggested for Clubs & CommunitiesCollect structured requests and follow review and approval steps.
FormsRequestsApprovalsSuggested for Clubs & CommunitiesReview business dashboards, KPIs, reports and management exceptions.
DashboardsKPIsReportsSuggested for Clubs & CommunitiesOrganise business documents, records, versions and controlled access.
DocumentsRecordsVersionsSuggested for Clubs & CommunitiesTrack leads, opportunities, follow-ups and the sales pipeline.
LeadsPipelineFollow-upsMaintain customer accounts, relationships, account health and history.
AccountsHealthRelationshipsPrepare bids, estimates, solution proposals and presales handovers.
BidsEstimatesProposalsAssign tickets, track response obligations and resolve escalations.
TicketsSLAsEscalationsCoordinate webinar programmes, registrations, educators and event operations.
WebinarsRegistrationsEducatorsKeep stock items, warehouses, movements and reorder levels organised.
StockWarehousesMovementsKeep customer orders, fulfilment progress and delivery work organised.
OrdersFulfilmentDeliveryManage parcel bookings, pickups, shipment tracking, rates and collections.
BookingsTrackingCollectionsTrack requisitions, supplier orders, receipts and purchase matching.
RequisitionsPurchase ordersReceiptsOrganise vendor onboarding, compliance documents and scorecards.
VendorsOnboardingScorecardsPlan production work, materials, job cards and manufacturing operations.
ProductionMaterialsJob cardsFollow requisitions, candidates, interviews and offers through hiring.
CandidatesInterviewsOffersManage goals, review cycles, calibration and performance records.
GoalsReviewsRatingsOrganise courses, enrolments, completions and certifications.
CoursesEnrolmentsCertificationsReview capacity, allocations, bench and team utilisation.
CapacityAllocationsUtilisationCoordinate project milestones, timesheets, budgets and delivery.
ProjectsMilestonesTimesheetsMaintain legal entities, departments, locations and organisation structure.
EntitiesDepartmentsLocationsTrack contracts, statements of work, renewals and obligations.
ContractsRenewalsObligationsOrganise frameworks, controls, evidence and attestation cycles.
FrameworksControlsEvidenceReview risk registers, scoring, treatments and residual risk.
RisksScoringTreatmentsCoordinate audit plans, findings, remediation and verification.
AuditsFindingsRemediationKeep matters, counsel, disputes and filing work organised.
MattersCounselFilingsTrack incidents, vulnerabilities, access reviews and security policies.
IncidentsVulnerabilitiesAccess reviewsCoordinate requirements, sprints, releases and change traceability.
RequirementsSprintsReleasesOrganise test cases, test plans, runs, defects and coverage.
Test casesTest runsDefectsReview environments, pipelines, deployments and rollback history.
EnvironmentsPipelinesDeploymentsPrefer the website? General documentation, manuals and demos.