At the end of your annual return (AR) period, your Grand Body may use Groupable for your Annual Assessment or Annual Bill. Please take a look at the instructions to go over this annual process.
Before the AR period has been closed by your Grand Body:
1. Review all member activity for the AR period in your AMAR.
Find the AMAR in the Reports/Filing tab.
Click on the year to review:
Review the activity and roster of members on this screen:
Make any corrections necessary:
1. Add any missing events Member Record: Add / Edit Member Events
2. If there are any errors, please contact your Grand Secretary/Grand Body BEFORE the AR Period has been closed. Any modifications after the AMAR has closed will affect you in the NEXT AMAR Period.
3. Print off a draft of your Annual Bill
Once the AR Period has been Closed by your Grand Body:
At this time, no changes can be made to your Annual Member Activity Report. Any events that aren't captured in this AMAR will be present in the following AMAR and Annual Bill.
1. Print your Annual Bill (follow any instructions from your jurisdiction)
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