Posting to Multiple Records

With MemberTies Professional, you can post a specific dues entry to multiple records at once. You can choose to post to all records currently selected on the Membership List, or to all records of a particular status, regardless of whether they are visible on the Membership List.

This feature can also be used to "zero-balance" an account, i.e., to post whatever amount is required to bring an account to a balance of zero. This is helpful if you had been entering dues payments prior to the availability of posting types, or if you have upgraded from the standard version (which just maintains a running positive balance) and would like to bring each account current to a zero balance.

Whether you want to post a specific amount, or zero-balance accounts, you will use the Post Dues window. This window is accessible whenever the Membership List is open.

If you plan to post to a set of selected records, highlight each record to which you want the dues entry to be posted. You can use the standard Windows key combinations to select multiple records, i.e., hold down the CTRL key to select various records, or hold the CTRL + SHIFT keys down to select groups of records. You can also simply search for the records that meet a specific criteria, and then select all of them.

•	Manual Entry - Enables you to post a specific amount, using the posting type you choose.

•	Zero-Balance - Tells the system to post whatever amount is required to bring the selected dues account(s) to zero, using the appropriate debit or credit posting types you choose.

Date Posted - The date to record for the posted amount. It does not have to be the current date.

Post Type - The posting type to be used for each entry. If you selected Zero-Balance as the Entry Type, there will be two post type fields visible. The Credit post type will be used for any account that requires a credit entry to balance it, and the Debit post type will be used for any account that requires a debit entry to balance it.

Note that if you select a posting type that generates a receipt number, this will be done automatically as postings are written to the database.

Status - The "Use Status on the Membership Record" checkbox is selected by default, meaning each entry will use the member's current status. To use a different status, clear this checkbox and choose the desired status to be set.

Amount - The amount to be posted can be entered manually, or selected from various other options.

•	Manual Amount - lets you enter any amount you choose (note that all amounts are entered as positive numbers -- it is the posting type that determines whether it is applied as a debit or credit)

•	Minimum for Posting Type - automatically uses the minimum allowed for the selected posting type

•	Maximum for Posting Type - automatically uses the maximum allowed for the selected posting type

•	Yearly Dues for Selected Status - automatically uses the yearly dues amount set for the selected status (this option is not available if you have selected the "Use Status on the Membership Record" option, because the status can vary with each record.

•	Yearly Dues for Record Status - This option is only available when the "Use Status on the Membership Record" option has been selected. This will cause the system to automatically enter the appropriate yearly dues amount on each posted record, based on the record's current status.

Note: If you selected Zero-Balance as the Entry Type, the amount fields are not visible because the system will calculate the amount for each account.

Cheque - Enter the number of the physical cheque, or another payment identifier.

Set New Dates - If you want to change the current Start and/or End Date on the membership record(s) posted to, set the appropriate date(s).

Comments - Enter any comments that should be used for the entry, i.e., "Yearly Dues"

5	Use the Records to Post section of the window to specify which records will be updated:

•	All Selected Records - will post to every record current selected (highlighted) on the Membership List

•	All Records with a Status of [your selection] - will post to all members currently set to the selected status, regardless of whether they are currently selected or even displayed on the Membership List.

6	When you're ready to post entries, click Post. A message will be displayed to show the number of records posted.