04/11/23 1

04/11/23

Click on Member Billing Icon

2

04/11/23

Recent Updates to the Program

3

04/11/23 4

Help Modules - Especially See Webinar Information

Updates continued

04/11/23 First Screen 5

04/11/23 6Billing information; Set-up and remittance address

04/11/23 8Establish the class list and amounts to assess

Determine regular and honorary

assessment amounts

Sub classes and amounts

Add classes here

Seminarian

$5.00

04/11/23 9Asset accounts – Supreme List

04/11/23 10

Income accounts – Supreme list and added council accounts

04/11/23 11Expense Accounts: Supreme and Council

04/11/23 12Add Accounts and Sub Accounts

04/11/23 13

List of events entered and add event area

04/11/23 14

Councils Payee and Payor List

04/11/23 15

Add Payee and Payor Information to the List

04/11/23 16

Member Ledger – Page 1

04/11/23 17Member Ledger – Page 2

04/11/23 18

Billing Information- Member data and set-up

1

04/11/23 19

Bottom portion of member ledger

Brought forward from MM

04/11/23 20Email a member and show history of emails sent.

04/11/23 21Establishing record of correspondence

04/11/23

Council Transactions Processed and Pending

22

04/11/23 23

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

04/11/23

Council Transactions Processed – By Date

24

04/11/23Enter receipts on this page

25

04/11/23 26

Example of dues amount being $37.00 but receiving

$35.00

it

04/11/23

From member – Split sub-account27

Be sure to

04/11/23

From payor or vendor – Single transaction28

04/11/23 29First 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

04/11/23

Received payment from Varn30

04/11/23

Receipts entered - now pending Next step is to process receipts

31

04/11/23 32

Receipt history for one month

Sort Options

04/11/23 33

Enter vouchers on this page

04/11/23 34

Entries shown for voucher to T. Yeradi

04/11/23 35

Saved the last transaction and page cleared for next.

Note transaction added

04/11/23 36

One pending voucher, previously input

04/11/23 37One month of voucher history

View history in various formats

04/11/23 38

Billing period

Billing effective date

Shows billing amounts to be assessed – See class list for input options

04/11/23 39

Billing cycle and Update options

04/11/23 40Special assessments. Example: Culture of Life

04/11/23 41Pending assessments. Culture of Life

04/11/23 42Screen after processing assessments

04/11/23 43Assessments from 12/15/09 thru 12/15/10 in total dollars

04/11/23 44Accounting adjustment to reflect sales tax expense

04/11/23 45

Pending adjustment from previous page

04/11/23 46Adjustment history from 11/30/09 to 11/30/10

Sort in several formats

04/11/23 47Shows transferred member with last name beginning with R

04/11/23 48Email list – Top half

04/11/23 49Email list – Bottom half Feature allows for attachment

Do not forget to click here to send email

04/11/23 50Typical email message to all first degree Knights in the council

04/11/23 51Record of previously sent email message

04/11/23 52 How do you feel so far ????

04/11/23 53

04/11/23 54Treasurer’s Report of Receipts Top of page

04/11/23 55Treasurer’s Report – Bottom of Page

04/11/23 56Report of Receipts – Transaction detail

04/11/23 57Report of Vouchers with detail

04/11/23 58Summary page of Report of Vouchers – Note signatures

04/11/23 59Beginning the billing process- Message will print on statement

04/11/23 60Member dues statement

04/11/23 61Preparing to print membership cards

04/11/23 62Membership cards printed on card stock provided by Supreme

04/11/23 63Blank templates available to print separate cards

04/11/2364Select information you want printed on the back of the card

04/11/23 Print on back of card 65

04/11/23 66

Retention report – Outstanding dues

04/11/23 67Income and Expense Report – Income only

04/11/23 68Second page of income and expense report.

04/11/23 69Provides ability to extract certain data from member records

04/11/23 70

Second page of date extract tools

04/11/23 71Data Extract – Selected member and phone numbers

04/11/23 72Email tool in the print center module

04/11/23 73History of email sent – Note email sent to 1st degree members only

04/11/23 74

Now, do you feel like you are in control??

Thanks for all you do.

We appreciate it…

04/11/23 75