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CR Nova Financials Module questions from Club Treasurer

Discussion in 'ClubRunner Nova Feedback' started by Scott Fox on Jun 9, 2025.

  1. Scott Fox

    By:Scott Fox-  Jun 9, 2025
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    Just transitioned to Nova & have a couple initial questions:

    1) I see that BALANCE OWED was transfered over to the Financials tab but there is no history of previous transactions, etc. Is that available somewhere? (Note - I did see & appreciate the "Legacy Dues & Billing Reports" but none seem to have the previous data stored with each member's finance records.)

    2) Related to the BALANCE OWED, we had some members who had a CREDIT (e.g., a negative balance owed) due to prior payments. Were those balances lost during the transition? (Note - I have the debit/credit report prior to transition, so I could recreate those amounts ... but they SHOULD HAVE BEEN carried over like the BALANCE OWED.)

    3) I've found how to enter a manual payment, and LOVE that I can now as an admin make a CC payment for a member, but is there a way (like in the prior version) to enter MULTIPLE PAYMENTS at once?

    Thank you! Scott
     
  2. Zach

    By:Zach-  Jun 10, 2025
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    We do not currently expose the original account statements from members, but you are able to run any of the final accounting options like debits and credits report, and you can do a full export. Our team is also here to assist if you have specific questions we can work to address it.

    They were not carried into Nova, but they were not lost, in that the data is still in the system, but it not exposed for Nova. Reviewing with the team, we can assist with carrying over their credits and I will reach out directly via a support ticket to continue this discussion. We'll be improving the upgrade process to also carry this data over in a future update. Anyone reading this who switched early and requires this can reach out to us. We'll also be contacting customers who already switched to help ensure it was not missed on their part.

    Bulk / Mass payment application is not yet a feature in Nova, but something we'll be working to return to Nova in future updates!
     
  3. Scott Fox

    By:Scott Fox-  Jun 10, 2025
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    Zach - thank you for all the info. I'll watch for something related to the "support ticket" to get the credits added back in for those who have them. I appreciate the support ... I COULD do it manually (as I do have all the data), but if you all have a way that sounds like a better/cleaner option.

    I am disappointed that the financial history for each member isn't visible. Essentially, we "restarted" their account documentation with our club, even though as you said the "original account statement" data is still in the database. Scott
     
    Last edited by a moderator: Jun 11, 2025
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