MEMBER GROUP ASSESSMENTS

The FSPC program allows you to assess charges to members in certain groups. Begin this process by clicking on the Procedures menu and selecting Member Group Assessment.

 

Let’s say you want to charge your Billable Members $5.00 for new ceremonial robes. First select the group (Billable Members) you want to charge by clicking on the Group button in the top left of the screen. This will open a Select Member Group window where you choose the group you want to bill.

Next enter in the date. The program will default to today’s date, but this can be adjusted. Then enter in a description for the charge, the amount you are assessing the group, and whether the assessment is a Special assessment or a Miscellaneous assessment.

Click on OK to process the assessment. Then click OK when asked if you want to Process New Assessments.

 

 

This charge will appear on the members’ ledgers, on their billing notices, and on the Outstanding Balance report.

1/29/02