As Secretary, you may occasionally need to remove a Member Payment that was entered in error, whether it is a duplicate or entered in the wrong Income Category.
This article will demonstrate the process to delete the Payment.
From your Home Screen in M2 as Secretary, navigate to the Undeposited Payments screen across the top (see screenshot):
From here, you'll see the following screen with the little red trash can to the left of any Undeposited Funds (see screenshot):
When you click on the trash can, you'll be prompted to confirm that you do, indeed, wish to delete this Payment by clicking on the blue "OK" button. Once you click "OK", this can not be reversed (see screenshot):
You will then receive a green bar across the top of the screen confirming that you have successfully deleted the deposit (see screenshot):
Now that you have deleted this Payment, you are ready to enter the corrected Payment amount or Income Category, or move to the next step.
If your Payment was already Deposited in MORI, you will need to contact the main office of your organization or contact the MORI Support Team. Either will need the following information to help you remove the Payment from the Deposit:
- your name and role
- your jurisdiction/state/organization
- your chapter/club/lodge/commandery name and number
- the Date of Deposit
- any Member Names and/or Member Numbers
- Payment date and Payment amount/category
- Any screenshots that apply
If you find that you are deleting Payments frequently, please reach out to the main office of your organization or the MORI Support Team for additional guidance. We look forward to assisting you in your duties
Thank you and we hope that this new feature allows you to complete your Secretarial role more quickly and smoothly than before.