🔐 Login & Access

Sign in with your email and password or with Sign in with Google — both work on the same account. Your session stays active for 7 days. Click Logout in the top right to sign out.

If an admin has reset your password you'll be asked to set a new one before continuing.

There are three roles: Admin (full access), Manager (can edit everything except user accounts), and Viewer (read-only).

👥 Members

Click any column header to sort. Use the search bar and filter buttons to narrow the list. Your sort and filter choices are saved to your account and restored on next login.

• Person icon — opens the member's full profile.
• Speech bubble icon — expands an inline comment field for internal notes about that member.
• Membership dropdown — change membership type directly from the table (asks for confirmation).
• Status dropdown — change status directly. Setting to Former Member automatically sets status to Inactive.
• + Add Member — form below the table. Member ID auto-fills with the next number.
• Export CSV — downloads the full member list as a spreadsheet file.

👤 Member Profile

The profile page shows all details for a member. Skills, Languages, Member Notes, and Comment save automatically when you click away. All other fields require clicking Edit Profile first.

• Mitgliedsbestätigung — button next to Edit Profile. Downloads a membership confirmation letter for that member.
• Fee History — log of all quarterly payments. Use + Record Payment to add one. Mandatsreferenz is required. Each payment has a download button (↓) for the quarterly invoice PDF, and a speech bubble icon to add an internal comment.
• Zuwendungsbescheinigung — select a year and download a tax certificate for all fees paid that year.
• The Date of Birth field automatically creates a birthday entry on the Events page.

💶 Finance

The Finance page is only visible to users with finance access (set by an admin). It has four sections:

• Summary — bank balance, PayPal balance, expected monthly fees, fees collected this year, and overdue count. PayPal balance and transactions are auto-synced on page load. Bank balance is set manually via Set starting balance.
• Membership Fees — full log of all fee payments grouped by member. Overdue members (active, haven't paid the current quarter) appear in a table at the top — click Record Fee directly from there. Mandatsreferenz is required for every fee payment.
• Transactions — manual and auto-imported PayPal transactions. Auto-imported rows show a blue auto badge. Income rows have a tag icon to mark them as a donation — this opens a form to fill in donor details and saves the record to the Donations table. Each row has a speech bubble icon for internal comments (stored separately, the original transaction record is never modified).
• Donations — all saved donation records (from both manual entry and PayPal rows marked as donations). Each row has a download button for a Zuwendungsbescheinigung PDF for that individual donation.

📄 PDFs & Receipts

The tool generates four types of PDF documents. All use the organisation details set in the Admin Console (name, address, logo, tax number).

• Quarterly Invoice (Rechnung) — one per fee payment. Download from the ↓ button in a member's Fee History or from the Finance → Membership Fees log.
• Zuwendungsbescheinigung (Mitgliedsbeiträge) — annual tax certificate for all membership fees paid by a member in a given year. Generated from the member's profile: choose a year below the fee table and click PDF herunterladen. Includes the member's SEPA Mandatsreferenz if set.
• Zuwendungsbescheinigung (Spende) — donation receipt for a single donation. Download from the ↓ button in Finance → Donations. Includes donor name and address.
• Mitgliedsbestätigung — formal confirmation letter stating that the person is a member of the Verein and since when. Download from the button next to Edit Profile on any member's profile page.

📅 Events

Upcoming events in the next 30 days are shown by default — click Show more to see further ahead. Past events from the last 60 days appear in the Past section.

Member birthdays appear automatically from the Date of Birth in each member's profile. To remove one, clear the DOB in that profile. Custom events can be deleted with the trash icon (asks for confirmation).

🔑 My Account

Click your name in the top-right nav bar to open your account page.

• Google Account — connect a Google account so you can sign in with Google in addition to your password.
• Display Name — change how your name appears in the nav bar.
• Change Password — requires your current password. Minimum 8 characters.
• Table Preferences — shows your currently saved sort and filter settings for the Members table. Use Reset to Defaults to clear them.

⚙️ Admin Console

• Organisation — Verein name, address, registration number, tax details, and logos. These appear on all generated PDF documents.
• Fee & SEPA — set the monthly membership fee. The quarterly default in all fee forms is 3 × this value.
• Users — add, edit, and delete user accounts. Change roles and finance access. Reset passwords via the lock icon — the user is forced to set a new password on next login.
• Member Sync — connects to your Google Sheet (from the member application form) and imports or updates members automatically. Paste the Spreadsheet ID, click Connect with Google once, then use Sync Now to pull in new or updated rows. Existing members are matched by name and updated in place; new rows create new member records. SEPA and banking fields are also backfilled from the sheet.