You will need to update your roster through mySigEp, which will sync with greekbill. The sync occurs every 15 minutes.
How do I add a new Pledge class of members to greekbill?
Reporting Pledges:
- Login into mySigEp
- Click [Chapter Name] in the top right
- Select Recruitment
- Click the "Add potential pledges" button in the top right
- Enter their info in a spreadsheet
- Select the drop-down in the top left and select "Report as Pledge" if the bid has been offered and accepted
- Click "Import Potential Pledges"
- Go back to the main recruitment screen, give it a few minutes, and refresh, and the Report as Pledge column should populate with the recently added individuals.
- When ready to report to IHQ, click the tiny red "Report" button at the top of the "Report as Pledge" column. If members didn't accept or receive a bid, you could move them to the "released" column. If they depledge, that will be managed in the "Roster" section of mySigEp.
How do I add active members missing from my roster?
To load alumni accounts with an outstanding balance, there is a form named "Add Members to greekbill" to add/remove alumni into greekbill. Presidents, Secretaries, and Vice Presidents of Finance can access it from the "greekbill" menu item within the mySigEp portal.
Once you update the status of the accounts, they will sync to greekbill within the hour. You must add any previous balances or new charges to their account.