Adding members and opening balances
Bring your members and their current balances across from your book or spreadsheet.
Adding members
- Open Members and choose Add member, or Import to upload a spreadsheet with names, phone numbers and opening savings and shares.
- Each member receives an invitation by SMS or email to set a password. If a message can't reach them, you can copy the link and share it yourself.
- Give officials their roles under Roles & permissions.
Opening balances
Include each member's savings and shares in the import spreadsheet, or record them under Contributions with the method Opening balance (from old records). Members see their opening balance on their statement and can raise anything that looks wrong. Loans still running in your old book are best finished there.
Recent payments
If payments have come in since your last balance, import the M-PESA or bank statement under M-PESA or Bank statements, then match anything that didn't carry a member number.