Member Management
Member Directory
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- Core Profile: Name, Membership/Folio No, Ward, Salutation, Gender, DOB, Blood group
- Contact Information: Mobile Numbers (primary & secondary), Email, WhatsApp link presets
- Family Information: Head of Family, Spouse, Children, Dependents, Senior citizens
- Profile Media: Profile Picture, Family Picture upload with safe defaults
- Search & Filter: Search by Name (quoted), Mobile, Membership No., Ward, groups
- Quick Actions: WhatsApp, Call, Google Maps open directly from profile chips
Member Profile
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- Edit/View: Admins edit, Members view & request updates
- Special Days: Birthday, Wedding Anniversary tracking with notices
- Communities/Committees: Choir, Youth Fellowship, Sunday School Teachers, and more
- Member Login: Login with Mobile + Name, session persistence, member dashboard
- Privacy Controls: Scoped visibility of contact info & family relations
Finance: Dues & Contributions
Monthly Subscriptions
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- EY & FY Logic: Effective-Year based categories; FY for payment posting; no duplicates
- Past Dues Handling: Automatic consolidation of arrears; clear pending vs paid views
Annual Dues
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- Mission/Seminary/Feast: Pre-populated annual categories; one-click entry & receipt
Offerings/Donations
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- Harvest / Auction: Member overrides, paid rows highlighting, bank ref capture
Dues Summary
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- Member Dashboard Totals: Expected vs Paid vs Pending with EY-aligned math
Payment History
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- Selective Receipt PDF: Select rows → generate itemized or consolidated PDF receipts
Payment Integration
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- UPI-first Links: GPay deep links, bank reference/notes captured inline
Admin Entry
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- Fast Entry Forms: Bulk entry per category/month; keyboard-first workflow
Audit Trail
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- Immutable Trails: Entry metadata, created-by with timestamps
Auto Receipt Number
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- Series & Format: Auto series per FY with prefix and safe gaps
Finance: Accounting
Budgeting
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- Expense Budget: Annual budgets by category; comparisons to actuals
- Revisions: Mid-year adjustments with reason capture
Expense Tracking
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- Vendors: Vendor registry, linking expenses, contact & GST fields
- Documents: Attach bills, approvals; print & export friendly views
Reports
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- Financial Summary: Quarterly & FY summaries, grouped bars & pies
- Income Statement: Quarterly drill-down, category filters by FY
- Tally XML Export: Clean export pipeline for accounting systems
- Admin Dashboard: High-level KPIs, due collections, expense burn
- Print/CSV/PDF: One-click export in compact, landscape layouts
Events & Scheduling
Calendar
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- Feast & Mission Days: Configurable calendar entries with reminders
- Vocation Management: Schedules, notices, sponsorship slots
- Attendance/RSVP: Optional headcounts, RSVP capture for events
Groups & Meetings
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- Meetings: Agenda, minutes, tasks with owners and due dates
Special Day Alerts
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- Birthdays & Anniversaries: Auto notifications, list views per week
Community & Groups
Committees
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- Wards/Zones: Member mapping, leadership roles, fast search
- Notices: Rich text notices per ward/committee with archives
Groups
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- Choir/Youth/Teachers: Tags & chips on profile; quick mailing/WhatsApp
Job Board
Posting
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- Opportunities: Lightweight listings with type, location, contact
Job Lifecycle
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- Apply & Track: Interest capture, shortlists, status updates
Admin Oversight
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- Moderation: Approve, expire, or hide with reasons
Blood Bank
Directory
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- Eligibility: 90-day badges since last donation; blood group filters
- Consent: Opt-in visibility & readiness flags
Export
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- CSV/PDF: Quick export for drives and hospital coordination
Access Control
Admin Login
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- Guarded Access: Role-based admin area with CSRF protection
Member Login
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- Mobile + Name: Simple member sign-in scoped to personal data
Role-Based Permissions
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- Granular: Page/module guards for admins, auditors, auditees
Session Management
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- Persistence & Expiry: HttpOnly cookies, SameSite; clean timeouts
System
UI/UX
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- GoodPath Baseline: Consistent fonts, sizes, compact spacing across pages
- Top Bar: Shared top bar styling reused for member/admin/public
- Mobile-first: PWA + Capacitor hybrid; offline-friendly assets
Automation
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- Special Day Alerts: Automated birthday/wedding notifications
- Receipts Auto-PDF: Generate PDF receipts on demand, with logo
Hosting
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- Multi-Tenancy: Multiple churches/associations under one instance
- Version Control: All PHP & SQL under GitHub, deployed to cPanel
Security
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- CSRF & Session Hardening: CSRF tokens, HttpOnly cookies, SameSite=Strict
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