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Membership Credits Audit Trail

We show a membership credit audit trail on the client profile in the membership section. Every action, including the initial membership payment, recurring membership charges, credit usages, manual credit adjustments, as well as the name of the staff member who made the changes, is tracked in the audit trail. 

Things to know:

  1. The audit trail will only show changes that occurred after March 14, 2022 (the date this feature was launched). 
  2. For any changes to a client's membership made before March 14, 2022, the message "Currently there is no audit trail data" will be displayed in the audit trail.
  3. Tickets from other companies will not be hyperlinked for accounts on the global database

To access the membership credits audit trail:

  1. Navigate to the Clients tab
  2. Search for the desired client
  3. Open the client's profile
  4. Scroll down to the Memberships section 
  5. Expand the membership
  6. Select the Audit Trail link below the respective credit balance that you want to view value_credit.png
  7. Each action taken will be displayed in a modal 

Membership Item Credits 

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The data provided in each column is explained in the table below.

Column Description
Date The date the action was taken. This includes the date of the membership payment, monthly recurring membership charges, the date the item credit was used, etc. 
Applicable For The items that can be covered by the credit 
Adjustment Type Displays the action taken against the client's membership item credit - manual adjustment, membership payment, credit usage, etc.
Modified By The name of the staff member who adjusted the credit value.
Ticket # The ticket # associated with the membership payment, credit usage, or recurring monthly membership charges. Clicking on the link opens the ticket in POS. 
Credit The total number of item credits added
Debit

The total number of item credits deducted

 

Membership Value Credits

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The data provided in each column is explained in the table below.

Column Description
Date This includes the date of the membership payment, monthly recurring charges, the date the value credit was used, etc. 
Applicable For The items that can be covered by the credit
Adjustment Type Displays the action taken against the client's membership item credit - manual adjustment, membership payment, credit usage, etc.
Modified By The name of the staff member who adjusted the credit value.
Ticket # The ticket # associated with the membership payment, credit usage, or recurring monthly membership charges. Clicking on the link opens the ticket in POS. 
Credit The total value credit that was added
Debit

The total value credit that was deducted

 

 

If you have any questions, please contact us at support@mytime.com.

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