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