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8/25/20141. Click on Member Billing Icon 2 8/25/2014 Recent Updates to the Program 3.

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Presentation on theme: "8/25/20141. Click on Member Billing Icon 2 8/25/2014 Recent Updates to the Program 3."— Presentation transcript:

1 8/25/20141

2 Click on Member Billing Icon 2

3 8/25/2014 Recent Updates to the Program 3

4 8/25/20144 Help Modules - Especially See Webinar Information Updates continued

5 8/25/2014 First Screen 5

6 8/25/20146 Billing information; Set-up and remittance address

7 8/25/20147

8 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

9 8/25/20149 Asset accounts – Supreme List

10 8/25/ Income accounts – Supreme list and added council accounts

11 8/25/ Expense Accounts: Supreme and Council

12 8/25/ Add Accounts and Sub Accounts

13 8/25/ List of events entered and add event area

14 8/25/ Councils Payee and Payor List

15 8/25/ Add Payee and Payor Information to the List

16 8/25/ Member Ledger – Page 1

17 8/25/ Member Ledger – Page 2

18 8/25/ Billing Information- Member data and set-up

19 1 8/25/ Bottom portion of member ledger Brought forward from MM

20 8/25/ a member and show history of s sent.

21 8/25/ Establishing record of correspondence

22 8/25/2014 Council Transactions Processed and Pending 22

23 8/25/ 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

24 8/25/2014 Council Transactions Processed – By Date 24

25 8/25/2014 Enter receipts on this page 25

26 8/25/ Example of dues amount being $37.00 but receiving $35.00

27 it 8/25/2014 From member – Split sub-account 27 Be sure to

28 8/25/2014 From payor or vendor – Single transaction 28

29 8/25/ 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

30 8/25/2014 Received payment from Varn 30

31 8/25/2014 Receipts entered - now pending Next step is to process receipts 31

32 8/25/ Receipt history for one month Sort Options

33 8/25/ Enter vouchers on this page

34 8/25/ Entries shown for voucher to T. Yeradi

35 8/25/ Saved the last transaction and page cleared for next. Note transaction added

36 8/25/ One pending voucher, previously input

37 8/25/ One month of voucher history View history in various formats

38 8/25/ Billing period Billing effective date Shows billing amounts to be assessed – See class list for input options

39 8/25/ Billing cycle and Update options

40 8/25/ Special assessments. Example: Culture of Life

41 8/25/ Pending assessments. Culture of Life

42 8/25/ Screen after processing assessments

43 8/25/ Assessments from 12/15/09 thru 12/15/10 in total dollars

44 8/25/ Accounting adjustment to reflect sales tax expense

45 8/25/ Pending adjustment from previous page

46 8/25/ Adjustment history from 11/30/09 to 11/30/10 Sort in several formats

47 8/25/ Shows transferred member with last name beginning with R

48 8/25/ list – Top half

49 8/25/ list – Bottom half Feature allows for attachment Do not forget to click here to send

50 8/25/ Typical message to all first degree Knights in the council

51 8/25/ Record of previously sent message

52 8/25/ How do you feel so far ????

53 8/25/201453

54 8/25/ Treasurer’s Report of Receipts Top of page

55 8/25/ Treasurer’s Report – Bottom of Page

56 8/25/ Report of Receipts – Transaction detail

57 8/25/ Report of Vouchers with detail

58 8/25/ Summary page of Report of Vouchers – Note signatures

59 8/25/ Beginning the billing process- Message will print on statement

60 8/25/ Member dues statement

61 8/25/ Preparing to print membership cards

62 8/25/ Membership cards printed on card stock provided by Supreme

63 8/25/ Blank templates available to print separate cards

64 8/25/ Select information you want printed on the back of the card

65 8/25/2014 Print on back of card 65

66 8/25/ Retention report – Outstanding dues

67 8/25/ Income and Expense Report – Income only

68 8/25/ Second page of income and expense report.

69 8/25/ Provides ability to extract certain data from member records

70 8/25/ Second page of date extract tools

71 8/25/ Data Extract – Selected member and phone numbers

72 8/25/ tool in the print center module

73 8/25/ History of sent – Note sent to 1 st degree members only

74 8/25/ Now, do you feel like you are in control??

75 Thanks for all you do. We appreciate it… 8/25/201475


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