Category Archives: Training

October 17th: Easily Manage Corporate Memberships in Daxko Operations

Revamped Corporate Membership Billing

We’ve released our revamped Corporate Membership Billing to your live site!

Our changes to Corporate Membership tracking and payments make working with corporate partners easier.

  • Less manual work: We’ll automatically transfer balances to organization
  • Simplified reporting: See a list of members that are tied to each organization

To take advantage of this feature, you’ll need to complete some setup in Daxko Operations. Before you begin using these changes, you can also test the setup and tracking on your Training Site.

Test It Out on Your Training Site 

All of the features for Corporate Membership are available on your Training Site! We suggest making these changes before going live:

  • Enable Discount Groups for corporate billing
  • Link Discount Groups to an organization
  • Add a new unit and sign up for the discount group tied to corporate billing
  • Record an organization payment
  • New! Review unit facility usage under Membership Information> Corporate Membership
  • New! Create an invoice for an organization
  • New! Maintain / transfer balances for an organization
  • New! Review + Export Corporate Membership Collections Report

Learn More

We know this feature will have a big impact on your association’s corporate memberships, so we have compiled a set of resources for you and your team:

Get in touch 

Email with questions on how to get started, or feedback on this new feature.

Last Chance! Field Test Tasks Must Be Done Today!

In order to participate in Thursday’s Field Test Webinar, you will need to complete the Field Test Worksheet no later than 8pm Central today!

Register for the September 6th Field Test Webinar HERE.

Want to learn more about the Corporate Membership project? Read our two blog posts below:

Corporate Membership Setup
Corporate Membership Field Test

Also, we will be releasing resolutions for several maintenance items with tonight’s release. To see a full list of our maintenance fixes for this year, check out our Maintenance Blog Post.

Corporate Membership: Test it out on your Training Site!

This fall, we’re continuing our work on automating and simplifying your corporate membership payments in Daxko Operations. In September, you’ll be able to test out how corporate membership payments will flow in your training site. This release will give you and your team insight into how our Corporate Membership release will affect your members, your organizations, and your data when we release it to your Live Site in mid-October.

In order to see how the payments will flow, a few steps are required from you first that are time-sensitive. If you want to test this in your training site, follow this plan.

Testing Corporate Membership on your Training Site

Follow these steps to test corporate membership on your training site: Corporate Membership Field Test Worksheet. 

Note: Because we will simulate running Account Entries on your Training Site on September 4th, you should review and complete the steps on the worksheet before then. 

After we run Account Entries on your Training Site on September 4th, you can attend a webinar where we will walk you through reporting and financials.

If you still need to complete Corporate Membership Setup on your training site, check out these helpful resources to get started:

Corporate Membership Setup Blog Post

Corporate Membership Setup Webinar

Corporate Membership User Guide

Corporate Membership Setup To Do List

Corporate Membership FAQ

Updates to Organization Billing Address

To ease the setup process, we have also copied any Organization’s address information to the new billing address field (if it was blank). Users with the appropriate level of permissions will be able to edit the Organization billing address at any time.

This week, we have also resolved several small items reported by customers. For a list of all maintenance items resolved this year, please visit our Maintenance Blog Post.