We think you have liked this presentation. If you wish to download it, please recommend it to your friends in any social system. Share buttons are a little bit lower. Thank you!
Presentation is loading. Please wait.
Published byGian Syers
Modified over 2 years ago
Click on Member Billing Icon 2
8/25/2014 Recent Updates to the Program 3
8/25/20144 Help Modules - Especially See Webinar Information Updates continued
8/25/2014 First Screen 5
8/25/20146 Billing information; Set-up and remittance address
8 Establish the class list and amounts to assess Determine regular and honorary assessment amounts Sub classes and amounts Add classes here Seminarian $5.00
8/25/20149 Asset accounts – Supreme List
8/25/201410 Income accounts – Supreme list and added council accounts
8/25/201411 Expense Accounts: Supreme and Council
8/25/201412 Add Accounts and Sub Accounts
8/25/201413 List of events entered and add event area
8/25/201414 Councils Payee and Payor List
8/25/201415 Add Payee and Payor Information to the List
8/25/201416 Member Ledger – Page 1
8/25/201417 Member Ledger – Page 2
8/25/201418 Billing Information- Member data and set-up
1 8/25/201419 Bottom portion of member ledger Brought forward from MM
8/25/201420 Email a member and show history of emails sent.
8/25/201421 Establishing record of correspondence
8/25/2014 Council Transactions Processed and Pending 22
8/25/201423 Find dates an easy way… Click on one carat-go back one month, click on two carats-go back one year. Hold on box & slide down for previous years
8/25/2014 Council Transactions Processed – By Date 24
8/25/2014 Enter receipts on this page 25
8/25/201426 Example of dues amount being $37.00 but receiving $35.00
it 8/25/2014 From member – Split sub-account 27 Be sure to
8/25/2014 From payor or vendor – Single transaction 28
8/25/201429 First notice for members with last name starting with letter V Notice that Seth owes $80.00; $50.00 arrearage and $30.00 new annual dues amount
8/25/2014 Received payment from Varn 30
8/25/2014 Receipts entered - now pending Next step is to process receipts 31
8/25/201432 Receipt history for one month Sort Options
8/25/201433 Enter vouchers on this page
8/25/201434 Entries shown for voucher to T. Yeradi
8/25/201435 Saved the last transaction and page cleared for next. Note transaction added
8/25/201436 One pending voucher, previously input
8/25/201437 One month of voucher history View history in various formats
8/25/201438 Billing period Billing effective date Shows billing amounts to be assessed – See class list for input options
8/25/201439 Billing cycle and Update options
8/25/201440 Special assessments. Example: Culture of Life
8/25/201441 Pending assessments. Culture of Life
8/25/201442 Screen after processing assessments
8/25/201443 Assessments from 12/15/09 thru 12/15/10 in total dollars
8/25/201444 Accounting adjustment to reflect sales tax expense
8/25/201445 Pending adjustment from previous page
8/25/201446 Adjustment history from 11/30/09 to 11/30/10 Sort in several formats
8/25/201447 Shows transferred member with last name beginning with R
8/25/201448 Email list – Top half
8/25/201449 Email list – Bottom half Feature allows for attachment Do not forget to click here to send email
8/25/201450 Typical email message to all first degree Knights in the council
8/25/201451 Record of previously sent email message
8/25/201452 How do you feel so far ????
8/25/201454 Treasurer’s Report of Receipts Top of page
8/25/201455 Treasurer’s Report – Bottom of Page
8/25/201456 Report of Receipts – Transaction detail
8/25/201457 Report of Vouchers with detail
8/25/201458 Summary page of Report of Vouchers – Note signatures
8/25/201459 Beginning the billing process- Message will print on statement
8/25/201460 Member dues statement
8/25/201461 Preparing to print membership cards
8/25/201462 Membership cards printed on card stock provided by Supreme
8/25/201463 Blank templates available to print separate cards
8/25/2014 64 Select information you want printed on the back of the card
8/25/2014 Print on back of card 65
8/25/201466 Retention report – Outstanding dues
8/25/201467 Income and Expense Report – Income only
8/25/201468 Second page of income and expense report.
8/25/201469 Provides ability to extract certain data from member records
8/25/201470 Second page of date extract tools
8/25/201471 Data Extract – Selected member and phone numbers
8/25/201472 Email tool in the print center module
8/25/201473 History of email sent – Note email sent to 1 st degree members only
8/25/201474 Now, do you feel like you are in control??
Thanks for all you do. We appreciate it… 8/25/201475
Welcome and Orientation Find dates an easy way… Click on one carat-go back one month, click on two carats-go back one year. Hold on box & slide.
10/12/20141Chem-160. Covalent Bonds 10/12/20142Chem-160.
Solving problems by searching
© Dr Kelvyn Youngman, Apr Knowledge & Structure Part Whole Almost anything that we turn our minds to – concrete or abstract – is composed of parts.
Session Agenda What is WebCRD? The four ways to place an order Placing an order from an application Uploading a document Placing a Catalog order.
© Dr Kelvyn Youngman, Aug 2012, Revised May Why Good People Appear To Go Bad In Two Parts Part I – Technical Part II – Sociological.
Please, select a question: How does a personal account work? How to apply to a job offer? How to send a spontaneous application? How to recover your password?
Rev Monday, January 13, Foundations, Technology, Skills Tools.
© Dr Kelvyn Youngman, Jan Jaques, Polanyi, & Quintaves Elliott Jaques proposed that we think in one of 4 methods of mental processing, shown here.
Introduction to TCP/IP and OSI model
Professor Yamin Ahmad, Money and Banking – ECON 354 Money and Banking ECON 354 Money and Banking Lecture 2: What is money? Review of AD/AS and the effects.
Database Modelling Week 2: Directed Reading Relational Database Design Nick Rossiter October 3,
2/6/20141 The Reformation. 2/6/20142 The Christian Church Itself Was Created by Reform.
6/1/20141 Training S2 Training Guide OVERVIEW –1. …. –2. –3. DESKTOP.
an innovative solution by central control
12/10/20141 Pricing policy Dr. Vesselin Blagoev. 12/10/20142 Pricing methods Cost Competition Marketing Pricing methods.
6/2/20141 A Short Tour of our School. 6/2/20142 Hazelwood is a part of the Edmonds School District th Street SW Lynnwood, WA (425)
10/12/20141 Part /12/20142 Week 16, 17, 18 and 19 The Atmosphere Modules 3, 4, 7 and 8 in AP The study of the Air and the Atmosphere and how we.
6 th Annual Focus Users’ Conference 6 th Annual Focus Users’ Conference Accounts Receivable Presented by: Robert Myers Presented by: Robert Myers.
6/12/20141 Money and Banking Chapter Outline The Functions of Money The Functions of Money The Components of Money Supply The Components of Money.
6/24/20141 Mortgage-Ease II Training Guide. 6/24/20142 Mortgage Ease II The Mortgage-Ease II program is a true partnership between CU Members Mortgage.
Evaluating Proposals And Suppliers December 10, Paul J. Brennan, CPPO The New York State Association of Municipal Purchasing Official’s.
© Trane /11/ The Latest in High Performance, Hot and Humid Climate, HVAC Systems Art Hallstrom, P.E., ASHRAE Fellow Dan Pollock Trane System.
Checks, Deposits, Registers, and Reconciliations.
The Evergreen State College 6/3/2014The Evergreen State College1 Click to start.
6/13/20141 Thin Brick Faced Precast ASV Ladysmith, Virginia American Stone Virginia, LLC.
Effects of Federal and State Privacy Laws on Month Service Delivery Goals Gary N. Mears Project Director Information Ventures, Inc. Philadelphia,
Chapter 6 (Integument) SKIN 3/28/2017.
© Dr Kelvyn Youngman, Apr Systems & Structure Let’s start by looking at a part of a system; it’s composed of two individuals, Bob and Sue … SueBob.
MarcEdit "A Closer Look at Productivity Tools” NETSL 2014 Apr. 11, pm.
CRM ( Customer Relationship Management) An Application For iSeries 400 DMAS from Copyright I/O International, 2003, 2010 Skip Intro.
UUCS Congregational Meeting December 5, /25/20141.
Departmental Administrative Specialist should verify that the vendor is not an existing vendor using XK03 in IRIS. All NEW vendors must complete the.
Managing Expenses Chapter 3. PAGE REF #CHAPTER 3: Managing Expenses SLIDE # 2 Objectives Set up vendors in the Vendor list Understand how to use classes.
Teamwork 101 By Tracy L. Chenoweth.
National Seminar on Developing a Program for the Implementation of the 2008 SNA and Supporting Statistics in Turkey Arzu TOKDEMİR 10 September 2013 Ankara.
Slideshow 4 Setting Up Bank Services, Tax Services and Schedule Codes 5.2.
1/13/20141 What is SimNet? LEARNING & ASSESSMENT MODULES FOR… Office 2010 | Windows Vista & IE7,8,9 | Windows XP, Vista & 7 | Computer Concepts In a simulated.
Discrete Purchase Orders Training Presentation for Supply Chain Platform: BAE Systems July 2012.
TIDE Presentation Florida Standards Assessments 1 FSA Regional Trainings Updated 02/09/15.
Guide to My NetTeller. My NetTeller Provides a dashboard style view of NetTeller Options. An alternative, customizable landing page for the end-user.
10/8/20141 DV for Tax Module 5 Wage Item Validation.
GEtServices Services Training For Suppliers Requests/Proposals.
Prepared by: Workforce Enterprise Services For: The Illinois Department of Commerce and Economic Opportunity Bureau of Workforce Development ENTRY OF EMPLOYER.
R12 Assets A Look Inside SM. Copyright © 2008 Chi-Star Technology SM -2- High-Level Overview R12 Setups –Subledger Accounting –ADI Templates –XML Reports.
GEtServices Purchasing Units & Materials Training For Suppliers Direct Order.
© 2017 SlidePlayer.com Inc. All rights reserved.