8/25/20141. click on member billing icon 2 8/25/2014 recent updates to the program 3

04/11/23 1

04/11/23

Click on Member Billing Icon

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04/11/23

Recent Updates to the Program

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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

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Income accounts – Supreme list and added council accounts

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

04/11/23 12Add Accounts and Sub Accounts

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List of events entered and add event area

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Councils Payee and Payor List

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Add Payee and Payor Information to the List

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Member Ledger – Page 1

04/11/23 17Member Ledger – Page 2

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Billing Information- Member data and set-up

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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

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Council Transactions Processed and Pending

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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

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Council Transactions Processed – By Date

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04/11/23Enter receipts on this page

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Example of dues amount being $37.00 but receiving

$35.00

it

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From member – Split sub-account27

Be sure to

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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

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Received payment from Varn30

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Receipts entered - now pending Next step is to process receipts

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Receipt history for one month

Sort Options

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Enter vouchers on this page

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Entries shown for voucher to T. Yeradi

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Saved the last transaction and page cleared for next.

Note transaction added

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One pending voucher, previously input

04/11/23 37One month of voucher history

View history in various formats

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Billing period

Billing effective date

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

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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

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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 ????

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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

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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

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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

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

Thanks for all you do.

We appreciate it…

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