You should have entered details of at least one member during the Account Setup process. If not,Mclowd™ may display many of the the Fund Setup Menu options greyed out, and an error message cautioning that member details are missing.
Click MEMBER DETAILS to go to the Member Details screen.
Enter the Member title, full name, date of birth, gender, date joined, tax file number, and service period start (the date of the first contribution to the member account either by the member on the member’s behalf).
Once this is done, you can return to the Fund Setup Menu and continue with fund setup.
Until you enter all the Member information Mclowd™ needs to perform its functions, Mclowd™ will not permit you to continue with the fund setup steps.
If you are starting a new fund in Mclowd™ - recording all transactions from the date the Fund was created - you need only perform the first two steps and the fourth step of the Fund Setup process. Mclowd™ will need Fund Details, Member Details, and details of the new bank accounts the Fund has opened.
