In my last two installments (I, II) we have covered creating member types, and assigning those to all of the members of your lodge. In this installment we will cover what arrears and dues mean in MORI, and particularly when you are doing your initial setup of dues.
We will be using the "Initialize Dues" page again.
Using it we will set the current amount of arrears, and current dues that each member of the lodge owes. It is very important to understand that you only need to go through this process once, when you initially setup the dues for your lodge. If you have already gone through this process and just wish to do dues notices for your next year I will be covering that in a future post.
So, let's define arrears and dues in the context of the "Initialize Dues" page. It is important that you understand this.
Let us assume that the current year is 2006, and that you are getting ready to do your 2007 dues in MORI. For the purpose of the "Initialize Dues" page any amount due for 2005 or prior would be arrears. Any amount due for the 2006 would be dues. Therefore if dues for your lodge were $100.00 per year, and a brother owed 2005 and 2006, he would owe $100.00 in arrears and $100.00 in dues. When you fill in the "Initialize Dues" page you would:
- Enter 100 in the arrears column, and
- 100 in the dues column.
No dollar signs are needed, and if there are no cents you just enter the whole dollar amount.
IT IS ABSOLUTELY IMPERTATIVE THAT YOU DO NOT ADD THE DUES AND ARREARS TOGETHER. ARREARS ARE ARREARS AND DUES ARE DUES. DO NOT ADD THEM TOGETHER.
Let's go through another example. Your lodge charges $100.00 per year. A brother owes 2006 dues. You would do the following:
- Leave the arrears column blank,
- Enter 100 in the dues column.
If a brother is right up to date with their dues payments and owes nothing to the lodge simply leave the arrears and dues fields blank.
When you have filled in the form hit the submit button. Again you only need to do this for your active members. Also, you can work on a few members at a time and hit the submit button. It will save the members you have made entries for, and you can come back to the page and continue your work later.
If you gotten this far and entered all of the dues that members owe you, you're ready to generate your amounts due for the next year. We will use MORI to do that. It only takes a few seconds, and then you'll be ready to create and print your dues notices.