Dues 

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Overview

The Dues Module lets you track information and answer members' queries immediately. Any pay period can be configured to suit the union's needs - for example, weekly, bi-weekly, monthly, or yearly.

How do you need to enter payments? MemberPlan processes single or batch entry (dues check-off) payments.

The dues period-end process, which disburses payments and creates dues records, takes only a few hours to run and can be scheduled to run after business hours.

Payments and dues records are cross-referenced, letting you see the payment(s) used to create the record and vice-versa.

The dues shortage list, one of many standard dues reports, shows those members who are behind in their payments, which makes collections and status changes easier to administer.

The summary dollar amounts tracked by the Dues Module can be plugged right into an accounting software package.

Shortage notices can be printed and sent to delinquent members. The system will also list members who are beyond the allowable dues shortage period, and prompt the user to suspend them.

Dues cards, per capita reports, or any other dues information can be printed and provided to members.

Functions

Accepts single or batch (dues check-off) payments
Disburses payments to dues, initiation and other 'working dues' funds
View payments history and cross-reference to which payment(s) disbursed to a dues, initiation or other record
Output summary data to accounting packages, spreadsheets or other applications for further analysis
Update dues and per capita rates in user-maintainable rate table
Monitor, notify and change status of members who are in arrears
System can be configured for regional processing centers: multiple locals using various pay periods are administered centrally
System can be configured for international per capita auditing center
Other functions in MemberPlan that depend on a member being in good standing (such as benefits) aware of member's dues status

Reports

Dues payment summary for the week, month, year.
Dues receipts and membership cards
Dues shortage list and shortage notices
International per capital report

Comprehensive 'AD hoc' reports/lists/labels produced through Crystal Reports

 

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Last modified: July 24, 2003