Correcting Dues Owed

How to clean up Dues Owed

In the transition to groupable:m2 from MORI Classic, you may find some Dues Payments entered for an incorrect or prior year. This can result in a credit (negative) Dues Owed, and the member may still show that they owe current Dues Year.

These two years usually cancel each other out in a zero total Dues Owed $0.00.

Example:

Available Solutions:

1. Delete two Dues Owed that cancel each other out
2. Correct historical Dues Year payment transactions
   1. When the payment has not been transferred
   2. When the payment has already been transferred

1. Delete two Dues Owed that cancel each other out

The quickest way to start fresh with Dues Owed is to simply remove any Dues Owed if they cancel each other out. 

When to go this route: when there are many members affected by this.

2. Correct historical Dues Year payment transactions

When to go this route: Sometimes you'll only have a small number of corrections to make. You can correct these payments in the member Payment History.

See below for instructions:

It will usually look like this:

Dues Owed

Payment History

What you want to do is apply this $100 to DUES - 2021 instead of 2020.

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When the payment has not been transferred, it's easy! Simply use the trash can and delete the payment and re-enter for the correct Dues Year.

1. Delete the prior year Dues Credit (and confirm)

     2. Re-enter the corrected Dues Payment

When posted, it will remove the 2021 Dues Owed, and post as 2021 Dues Year:

Now you can delete the payment that posted to the incorrect category or Dues Year and confirm:

You may need to remove an outstanding Dues Owed once you delete an incorrect Dues Payment. Be sure to check that and delete as necessary.

Now your payment history is cleaned up, and your Dues Owed is corrected.

When the payment has already been transferred, you can now REVERSE an Officer Funds Transfer (OFT):

Reverse and Recreate Officer Funds Transfer

If you have any questions or are getting stuck resolving this, please drop us an email with a screenshot and your local group name, number, and jurisdiction, and we are happy to assist: support@groupable.com.