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Monthly, Clubs perform month-end activities associated with the Membership module. The biggest portion of this month-end process is generating Member statements, and emailing or mailing the statements to a Club’s Members. To ensure Statements reflect the appropriate charges and desired messages, Clubs must perform the proper preliminary steps, and then execute the Month End Wizard to process the Member Billings, Minimums, and Late Fees as applicable. Once Generated, Statements can be printed or emailed. Once finalized, the A/R aging details can be tied to the General Ledger. Use Case Monthly, the Club runs statements on the second business day of the new month. Prior to running their statements, they ensure all charge batches are posted, and update the statement message to promote an upcoming Club Event. They then generate their statements, and get them out to their Members. They finalize their month-end process by clearing the Member minimum adjustments, and confirm their A/R Aging agrees to their General Ledger balance. |
Video
This video contains highlights from a training Webinar given on the Month End Wizard.
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Past Due Messages
The Office System has the ability to place canned Past Due Messages on any Member’s Statement who is over 30, 60, or 90 days past due. Please follow instructions below to create/ update a Past Due Message.
Accessing the Tool
To create/ update a Past Due Message:
Select System across the top toolbar and choose System Settings.
2. Navigate to the Membership tab on the left pane of System Settings.
3. Use the Over 30, 60, or 90 day Past Due Statement Message section to enter your canned message.
4. Now, the corresponding message will appear on a Member’s Statement if they are Past Due.
Month End Processing
Once preliminary steps are complete, launch the Membership, Month End Wizard.
To access the Month End Wizard to generate the statements:
- Click on Membership
- Then, click on the Month End Wizard option.
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Distribute Member Statements
Video
This video contains highlights from a training Webinar given on Distributing Member Statements (Printing + Emailing).
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