Maintaining Posting Types

Professional Version Only


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With MemberTies Professional, Posting Types enable you to categorize dues or donation postings, restrict the amount that can be posted under the type, control whether the amount posted will affect the member's account as a debit (reducing the account balance) or credit (increasing the account balance), and indicate whether the system should generate a receipt number.

Several posting types are provided, including:

Interest - To be used for automatic interest postings. This is a debit to the account balance.
Dues Payment - To be used for monies received. This is a credit to the account balance.
Dues Charge -To be used for monies owed. This is a debit to the account balance.
Balance Adj. - Both a credit and a debit type by this name are provided, to be used for adjusting entries.
Donation - To be used for donations received. This is the default donations posting type.
Activity Income - To be used for income associated with an activity or attendee.
Activity Expense - To be used for expenses associated with an activity or attendee.

Adding a new Posting Type

1Choose Tools > Dropdown Lists > Posting Types.
2When the Maintain Posting Types list opens, click Add.
3On the New Posting Type window, the following fields are available:

 Posting Type - The name of the posting type. This name will appear, along with the a debit or credit indicator, in Posting Type dropdowns.

 Action - Choose Debit if amounts posted under this posting type should decrease the account balance, or choose Credit if amounts posted should increase the account balance.

 Available To - Indicates the type of record with which the posting type may be used.

 Minimum - The minimum amount that can be posted under this type. The default is 0.00.

 Maximum - The maximum amount that can be posted under this type. The default is 0.00, indicating no maximum.

 Receipt - Indicates whether a unique receipt number should be generated for the posting (for display on the printed receipt). The current receipt and receipt book numbers can be set via Financial Preferences.

 Generate Now - Click this option to cause the system to scan all existing postings of the current type. Any posting found without a receipt/book number will be updated. (This option is only visible when modifying an existing posting type, since a new posting type obviously has no existing entries.)

 Default - If a Posting Type is marked as the default, it will be automatically selected when adding entries of the type specified in the Available To field. You can specify two default; one for Dues, and one for Donations.

 Active - Indicates whether the posting type is available for new postings.  Once marked inactive, the posting type will still display on records that were using it already, but will no be available for new records. Inactive posting types are always available for reports and queries.

4When you are finished, click OK.

Changing an existing Posting Type

1Choose Tools > Dropdown Lists > Posting Types.
2When the Maintain Posting Type list opens, select the one you want to change.
3Click Open.
4Make your changes, then click OK. Your changes will be automatically reflected on any records that were already using the posting type.

Note: You cannot change the action assigned to a posting type once entries have been posted using it.

Deleting a Posting Type

1Choose Tools > Dropdown Lists > Posting Types.
2When the Maintain Posting Type list opens, select the record(s) you want to delete.
3Click Delete.
4Confirm the deletion.

Combining Values

Entries on this list can be combined into one. See Merging/Combining Values for details.