Skip to main content

Member management and SEPA in one workflow

Update member records. Prepare dues. Save time.

Member management

Manage member details, dues rates, and SEPA mandates centrally. Create a direct-debit batch file for your bank instead of maintaining the same information in additional spreadsheets.

Excel import · Dues management · pain.008 export

For secretary & treasurer

The secretary and treasurer work from the same data

Member records underpin dues, SEPA mandates, and exports. When a status or mandate is updated, the changes are available when preparing the next collection run.

Secretary

A list that talks to the app.

  • Import the Excel roster instead of retyping, including member number and status
  • Accept or decline app join requests and link them straight to the record
  • Limit candidates to selected waters, instead of special rules in a second file
  • Custom fields and saved list views for boat berth, keys or honours

For secretary, board and admissions committee.

Treasury

From membership dues to a bank-ready file.

  • Dues rates by status: active, senior, passive, youth, supporting, candidate
  • IBAN, mandate reference, and mandate date are stored with each member - not scattered across an extra spreadsheet column.
  • Special items: custom amount or exempt, visible before export
  • Collective XML or ZIP of single debits, including total and person count

For treasurer and finance chair.

Member list

Member records that feed the dues process

Filter members, open records, and maintain relevant financial details. The same information supports dues rates, mandates, and SEPA export.

Member management in the JetztAngeln dashboard with list and detail record
Filterable list · detail record · finance data
The club record

Keep personal details, club records, and finances organized

Member information is managed centrally. The board decides which fields are required and which details members can update themselves.

Person

Which details can the secretary and members maintain themselves?

Contact details and address are managed in one member record. Set required fields and allow selected details to be updated by members in the app.

Name
Required
Email
Contact
Salutation
Mr / Ms / diverse
Title
optional
Gender
optional
Date of birth
optional
Phone
optional
Address
Street, postcode, city, country

Custom fields

Add custom attributes such as boat berth, key number, or honours - as text, a date, yes/no, or a selection field.

List views

Save your preferred columns, filters, and sorting. The secretary can reopen the same view instead of creating another Excel file.

Self-service

The board decides which personal details members may update themselves in the app.

SEPA collective direct debit

From a maintained mandate to a bank file

JetztAngeln creates a SEPA direct-debit batch file. The actual collection is then handled through your bank.

Step 01

Prepare the member table

The direct-debit run reads IBAN, mandate reference, and mandate date from each member record. If information is missing, update it in member management instead of a separate list.

  • Finance data sits in the record, not in an import column beside it
  • Only members with complete SEPA data go into the export
  • Member number can serve as the end-to-end reference
IBAN
from the finance record
Mandate reference
per member
Mandate accepted on
Signature or join date

The file goes to the bank. JetztAngeln does not collect itself.

Work service at the water
Work service

Bring member data and work duties together

Organize work duties and record hours completed. If your club settles outstanding required hours through dues, the recorded information can feed into the SEPA workflow.

  1. 01

    Setup & RSVP

    The board schedules dates and tasks in admin; members register in the app.

  2. 02

    Hours & year

    Compare completed hours with the target and manually correct an individual member’s record when needed.

  3. 03

    Top-up

    Outstanding hours multiplied by the hourly rate can be included as an amount in the direct-debit run.

Who uses it

The right view for each board role

Data & volunteers

Your club stays in control of its member data

The platform is hosted in Germany. Roles control access, while data requests and anonymization can be handled through defined workflows. The club remains responsible for member data.

Hosting in Germany

Member and mandate data are hosted on servers in Germany.

Security & GDPR

Permissions by office

Secretaries, treasurers, and water managers get access suited to their responsibilities.

Our stance

Access & leaving

Support data-access requests and the planned anonymization process after applicable retention periods.

Read privacy

DPA for clubs

Data processing is governed by an agreement, while the club remains responsible for its member data.

Request a DPA

Questions from the clubhouse

Yes. Bulk import brings in existing member details such as names, contact information, member numbers, and status. After that, maintain the records centrally in JetztAngeln.

See member management and SEPA export in action

  • Excel import
  • pain.008 export
  • GDPR · hosting DE