Setting Up Dues For A New Year

This article presumes that you are already using groupable:m2 for Dues and that you are setting up your dues for a second or subsequent year.

To setup dues for a new year, you're going to want to go through the whole dues process, like before, but at a greatly accelerated pace this time.

Start at Financial > Dues / Arrears

See new groupable:m2 Dues Setup Process in our "rough cuts" demo video:

Step 1. Configure Dues

Select Financial > Dues / Arrears > Configure Dues Notice.

Here you will set up your Dues Date, instructions, return address, any solicitations, and ensure that the amounts listed for each member type are accurate for the year you are setting up.

Step 2. Assign Member Types

From Configure Dues Notice > Member Types set the member type for anyone who is missing a member type. They will be listed as "No Member Type" - simply select the Count (here, it's 1), and update their member type.

You should also take a moment and review the member types assigned to all other members to ensure that they still make sense (e.g., are the Hardship members still in hardship?).

If your lodge has member types that are either years in good standing or age determinant, go to Mailing > Emails / Labels and add your "Regular" member type members to the buffer. Under the report output generate the YGS and/or Age reports as needed to see if you have any members who's member type needs to change. If you do, you'll need to edit their member type on the "member data" tab of their member screen.

Step 3. Double check that your members current Payment History/Dues Owed are accurate.

You can check this from your Member Table/Roster and your Dues & Arrears Table. To review or edit existing Dues Owed for a list of members, you can use Bulk Edit Dues.

Step 4. Setup Dues

Return to Dues / Arrears and select "Add A New Dues Year".

 

Verify the Dues Rate amounts are correct by clicking forward to "Select Dues Year".

Then enter the year your are setting up and click 'setup'.
Now is a good time to Verify your Dues Owed look right for your membership. Customize any Parent Organization Assessments here from the Bulk Edit Dues section.

Step 4. Dues Notices

Next select Email/Print Dues Notices and customize your dues notices and email and/or print them for the new year.