Post Statement Generation
After generating, printing, and/or emailing the statements to Members, it is important to perform a few additional steps to ensure the Membership Module is properly handled for the end of the month.
Clear Minimum Adjustments
If adjustments to Member Account(s) were made, the adjustment remains in the Member’s file until cleared or removed.
Minimum Group: To remove adjustments made to an entire minimum group, click on Membership, and select Clear Minimum Adjustments.
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Check the box next to the Minimum Group to remove adjustments. Then, click Clear Selected.
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Confirm clearing by clicking OK.
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Individual/Few Members: To remove adjustments made to a Single Member, or a few Members, click on Membership, and select Manage Members.
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Double-click on the affected Member. (Set Filter for Minimum Adjustment Amount > 0 to see possible impacted Members.
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Click on the Minimums tab. Change Adjustment Amount to $0.00. Click Save and Close.
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Print A/R Aging Report
Lastly, print out the A/R aging report to review Member balances, and tie totals on the report to the General Ledger balance. To print the report, navigate to Interactive Reports, Membership, and select AR Aging.
![](https://clubessential.atlassian.net/wiki/download/attachments/2498232321/AbYrFssZlcyt2euH9laT3oNl0jkatRcSEooD3249r-h1-5d2d24JXSgeaF7L6MZgYO6_50wfQcgLgqiTD2ORUxQ6LGD_EBjrnVTpdLvS5F3Z4-gsylxuw1esV4zd4h-QnON7E_TcDtVHs8iQ5xGKPawsiBatk2WoNwS1GkdiwY9gjkFp9CO5x0Rm0Ejsew?version=1&modificationDate=1679346680993&cacheVersion=1&api=v2)
Then, enter the As of Date, and click View Report at the upper right-hand corner.
![](https://clubessential.atlassian.net/wiki/download/attachments/2498232321/_8WM3oZuRmQnBrBZ0XDcMTA9MejUqZFV61Cy9H8-t5bqbwpcEys80BTaTwjJq075f6kWvGCBtu571-KfUfDV28-wYtPyrq2OQs0uA3dcXQbeQ56L2F3m0yDOBUpDLVb06-QsCA0cRdODwp5839wfiFO3wPKf6xMGg2-6qUabdLG7oyTo8VK-qA_p_3bEyA?version=1&modificationDate=1679346680819&cacheVersion=1&api=v2)