Chamber & Exchange
Chamber & Exchange: records and tracking, cash and reporting, e-Invoice.
Challenges
- The member registry cannot be kept current.
- Dues accrual and overdue tracking are done by hand.
- Nobody knows what stage a document approval request has reached.
- Training and event attendance is never posted to the member record.
- The dues tariff for corporate members and individual members is separated by hand.
Workflows
Member registry and dues
- The member is recorded with a registry number and an activity code.
- Dues accrue to the member on a periodic basis.
- A member in arrears triggers a warning at document approval.
Document approval and training
- A document approval request is opened against the member.
- Approval is tracked through stages and the responsible unit.
- Training attendance is posted to the member registry.
Documents
- Member registry entry
- Dues accrual slip
- Certified document copy
- Training attendance certificate
Reports
- Member registry and activity breakdown
- Dues accrual and collection
- Document approval workload
- Due-date and overdue report
Metrics
- Dues collection rate
- Number of active members
- Document approval turnaround
- Share of service revenue
Compliance
- Chamber and commodity exchange regulations
- Mandatory membership registration
- GİB e-Invoice / e-Archive
- Kvkk
Glossary
- Member registry
- Record history bound to a person
- Dues accrual
- Stepped price list
- Document approval
- Document file with defined stages
- Activity code
- Tag that classifies the member
FAQ
Can I keep the member registry current?
Yes — the member is identified by registry number and activity code, and changes are tracked with history.
Can I gate document approval on unpaid dues?
Yes — a member in arrears surfaces as a warning at document approval.
Can training attendance be posted to the member record?
Yes — attendance is posted to the member registry and can be issued as a certificate.
Can I track member registration and deregistration?
Yes, registration, suspension and deregistration are all posted to the membership record with their dates.
Can I keep document and approval fees as separate revenue?
Yes, each document type is a separate service item and its revenue is reported on its own.
Can I apply different dues tariffs to corporate and individual members?
Yes, member type is defined and the accrual applies the tariff according to member type.
