At some point in the dues collection process, you're going to want some reports. You'll find these under Dues & Arrears.
- Outstanding Dues Report
- Dues Owed and Dues Paid by Year
Outstanding Dues Report
From the Click here to manage your dues menu select Outstanding Dues Report
Outstanding Dues Report
- This report includes all names, combined total of dues owed and dues years, plus Dues Type, Age, and YGS. At the bottom you can see the Total Owed.
- Print or export this report: this report can be printed, exported in excel, or otherwise.
Dues Paid and Dues Owed by Year
To view a report of Dues Paid and Dues Owed by Year, scroll down to Aged Receivables in the Dues & Arrears screen.
Here you can view the following:
- Paid - Click on $0.00 of payments made to view a list of dues payments made for the specified year. Export this report by excel, PDF, print, etc.
- Owed - Click on $0.00 of dues outstanding to view a list of dues and arrears owed for a specified year. Export this report by excel, PDF, print, etc.
Remember that "Dues" are the current year's dues and "Arrears" are past year's dues. This may differ slightly from your bylaws definition of these terms.
Click here for more details about the Dues & Arrears management.
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