1. 8/25/20141

2. Click on Member Billing Icon 2

3. 8/25/2014 Recent Updates to the Program 3

4. 8/25/20144 Help Modules - Especially See Webinar Information Updates continued

5. 8/25/2014 First Screen 5

6. 8/25/20146 Billing information; Set-up and remittance address

7. 8/25/20147

8. 8 Establish the class list and amounts to assess Determine regular and honorary assessment amounts Sub classes and amounts Add classes here Seminarian $5.00

9. 8/25/20149 Asset accounts – Supreme List

10. 8/25/201410 Income accounts – Supreme list and added council accounts

11. 8/25/201411 Expense Accounts: Supreme and Council

12. 8/25/201412 Add Accounts and Sub Accounts

13. 8/25/201413 List of events entered and add event area

14. 8/25/201414 Councils Payee and Payor List

15. 8/25/201415 Add Payee and Payor Information to the List

16. 8/25/201416 Member Ledger – Page 1

17. 8/25/201417 Member Ledger – Page 2

18. 8/25/201418 Billing Information- Member data and set-up

19. 1 8/25/201419 Bottom portion of member ledger Brought forward from MM

20. 8/25/201420 Email a member and show history of emails sent.

21. 8/25/201421 Establishing record of correspondence

22. 8/25/2014 Council Transactions Processed and Pending 22

23. 8/25/201423 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

24. 8/25/2014 Council Transactions Processed – By Date 24

25. 8/25/2014 Enter receipts on this page 25

26. 8/25/201426 Example of dues amount being $37.00 but receiving $35.00

27. it 8/25/2014 From member – Split sub-account 27 Be sure to

28. 8/25/2014 From payor or vendor – Single transaction 28

29. 8/25/201429 First 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

30. 8/25/2014 Received payment from Varn 30

31. 8/25/2014 Receipts entered - now pending Next step is to process receipts 31

32. 8/25/201432 Receipt history for one month Sort Options

33. 8/25/201433 Enter vouchers on this page

34. 8/25/201434 Entries shown for voucher to T. Yeradi

35. 8/25/201435 Saved the last transaction and page cleared for next. Note transaction added

36. 8/25/201436 One pending voucher, previously input

37. 8/25/201437 One month of voucher history View history in various formats

38. 8/25/201438 Billing period Billing effective date Shows billing amounts to be assessed – See class list for input options

39. 8/25/201439 Billing cycle and Update options

40. 8/25/201440 Special assessments. Example: Culture of Life

41. 8/25/201441 Pending assessments. Culture of Life

42. 8/25/201442 Screen after processing assessments

43. 8/25/201443 Assessments from 12/15/09 thru 12/15/10 in total dollars

44. 8/25/201444 Accounting adjustment to reflect sales tax expense

45. 8/25/201445 Pending adjustment from previous page

46. 8/25/201446 Adjustment history from 11/30/09 to 11/30/10 Sort in several formats

47. 8/25/201447 Shows transferred member with last name beginning with R

48. 8/25/201448 Email list – Top half

49. 8/25/201449 Email list – Bottom half Feature allows for attachment Do not forget to click here to send email

50. 8/25/201450 Typical email message to all first degree Knights in the council

51. 8/25/201451 Record of previously sent email message

52. 8/25/201452 How do you feel so far ????

53. 8/25/201453

54. 8/25/201454 Treasurer’s Report of Receipts Top of page

55. 8/25/201455 Treasurer’s Report – Bottom of Page

56. 8/25/201456 Report of Receipts – Transaction detail

57. 8/25/201457 Report of Vouchers with detail

58. 8/25/201458 Summary page of Report of Vouchers – Note signatures

59. 8/25/201459 Beginning the billing process- Message will print on statement

60. 8/25/201460 Member dues statement

61. 8/25/201461 Preparing to print membership cards

62. 8/25/201462 Membership cards printed on card stock provided by Supreme

63. 8/25/201463 Blank templates available to print separate cards

64. 8/25/2014 64 Select information you want printed on the back of the card

65. 8/25/2014 Print on back of card 65

66. 8/25/201466 Retention report – Outstanding dues

67. 8/25/201467 Income and Expense Report – Income only

68. 8/25/201468 Second page of income and expense report.

69. 8/25/201469 Provides ability to extract certain data from member records

70. 8/25/201470 Second page of date extract tools

71. 8/25/201471 Data Extract – Selected member and phone numbers

72. 8/25/201472 Email tool in the print center module

73. 8/25/201473 History of email sent – Note email sent to 1 st degree members only

74. 8/25/201474 Now, do you feel like you are in control??

75. Thanks for all you do. We appreciate it… 8/25/201475