Hi this is our first season with CiviCRM. Our data is uploaded and getting to grips with updating processes.
Our process is annual membership collected in cash and banked in tranches.
The user front end is not really appropriate for the bulk process, manually looking up a member, renewing the membership with a contribution - which is slow enough - but then we need to go to the contribution to record a custom field ( banking id ) for later reconciliation.
A lot faster process would be to work off a downloaded spreadsheet, removing non paid members, and then uploading the contributions & membership.
But, as far as I can see, simply uploading the contributions through import process does not renew that membership - and bulk uploading memberships do not link to contributions.
I guess many orgs bulk upload contribution / memberships - how is this best achieved?