Table of Contents

Membership

Add Member

Browse/Update Member

Delete Member

Change Member Code

Quick Update Member

Global Update Field

Global Clear Field

Head House Deceased

Member Notes

Contributions/Assessments

Add Assessments/Contributions

Add Receipt - Auto Fund Allocation

Add Receipt - Manual Fund Allocation

Multiple Assessments

Global Assessments

Assess by History

Forgive Unpaid Assessments

Transfer to General Ledger

Import Transactions

Reset Transaction File

Change Fund Number

Global Update Tax Percentage

Yahrzeit

Add Yahrzeit

Update/Browse Yahrzeit

Delete Yahrzeit

Yahrzeit Reports

Non-Member Notifyees

List Yahrzeit By Date

Scan/Search File

Reports

Aging Reports

Fund Summary

Journal of Assessments and Contributions

Print Daily Assessments/Contributions

Mailing Labels/Rolodex Cards

Tax Deductible Statements

Statements

Statement Details

Statement Layout

Letters

Custom Reports (Membership List Report)

Create/Open a Report

Add Data Fields

Add Text Fields

Change Font

Report Query

Sort a Report

Output Type

Save a Report

Process a Report

Custom Label

Build Family Database

Build Financial Summary Database

System

Change User Password

Configuration

Configuration - Field Options

Configuration - Fund Setup

Configuration - User Defined Fields

Check Transaction File

Backup Transactions

View/Restore Transactions

Repair Damaged Database

Network Reset

Other

Build a Query

Set up User Accounts

Search