Member Current Balance

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

Click inside the box for detailed overview:

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

4.1 Column Configuration in Member Transaction Summary Table

The Dynamic Column Configuration feature allows users to customize the Transaction Summary table under a member’s profile. Users can select which columns they want to view during their session, enabling a tailored and efficient experience. This configuration is session-specific and resets after logout or browser refresh.

Steps to Configure Columns in Transaction Summary

Step 1: Access Member Profile

• Log in to your account.
• Navigate to the Member Profile of the member whose transactions you want to view.

Step 2: Open Transaction Summary

• Scroll to the Transaction Summary section.

Step 3: Open Column Configuration Panel

• Locate the Configure Columns option at the top-right of the table (gear icon or button)
• Click the gear icon or Configure Columns button.

• A dropdown panel appears showing a list of available attributes grouped into:
  • Global Attributes
  • Local Attributes
  • System Attributes

Step 4: Select Columns

• Check the boxes next to the attributes you want to add as columns.
• Uncheck any previously added attributes you want to remove (except default columns, which cannot be deselected).
• Columns are immediately added or removed in the table.

Step 5: View Updated Table

• The table updates instantly with the selected columns appearing to the right of default columns.

Step 6: Optional – Reset to Default

If available, click “Reset to Default” in the panel to revert the table to show only default columns.