Releases 10 and 11 of AM.NET are now available and include many new features. From Cash Receipts to several new reports, Releases 10 and 11 have something for almost every department at every level.

In this issue: AM.NET Update

• Cash Receipts
• Add/Edit Batch Totals
• Confirmations
• CPE Acknowledgements
• Refund Credit Balance Routines
• Names and Firms Selection Criteria
• Reports

Cash Receipts
An important AM4 routine is now available in AM.NET: Cash Receipts Batch Entry. Like AM4, AM.NET has a simple, clean interface that allows you to quickly and efficiently enter checks and cash.

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Add/Edit Cash Receipts Batch Totals
The Add/Edit Cash Receipts Batch Totals routine is now available in AM.NET.

This routine displays Deposit Transactions from the cash receipts batch in a grid below the Deposit Information, the Amount Deposited, and the File Maintenance sections of the window. AM4 displays the cash receipts transactions for the deposit in a grid on a separate tab.

Summary of Batch Totals is now available in AM.NET
After you enter a cash receipts batch total and enter cash into a batch, run Summary of Batch Totals. (Click Reports in the Utilities group of the AM.NET Button Bar, and then select Cash Receipts > Summary of Batch Totals.)

This report displays any variance between the amounts actually entered into the system and those entered in the Add/Edit Batch Totals routine.

Confirmations
Confirmations are now available in AM.NET.

If your society is already using AM.NET, print and email report forms should be available in the same format they appear in AM4.

Most facets of the AM.NET Confirmations report work the same way as AM4 (steps, options, etc.). (See AM.NETWorks issue 2 for more information on AM.NET’s report user interface.) However, there is one important difference—emailing.

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CPE Acknowledgements
CPE Acknowledgements are now available in AM.NET. As mentioned in the article about Confirmations above, AM.NET allows you to email a CPE Acknowledgement to each person extracted in the report if they meet criteria for receiving an email.

For details about they way AM.NET processes emailed reports, please see Confirmations above.

Refund Credit Balances – Dues, Peer Review, and Products
In the previous issue of AM.NETWorks, we looked at AM.NET’s Event Refund routine. Now, three more Refund Credit Balances routines—Dues, Peer Review, and Products—are also available in AM.NET.

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Names and Firms Selection Criteria
In the last release of AM.NET, CDS unveiled the new Names Selection Criteria. In release 10, we added several more fields for which you can specify criteria.

For events registration criteria, you can now specify:

• Sessions Attended
• Credits Earned in a credit category

For dues transaction criteria, you can now specify

• Dues billed
• Dues collected
• Contributions Collected

In addition to the additional fields in Names Selection Criteria, this release also contains Firms Selection Criteria in four reports:

• Export
• Fax Export
• Labels
• Mail Merge

Last issue, we explored differences between AM4's Selection Criteria and AM.NET's Selection Criteria. Please see AM.NETWorks issue 3 for more information about AM.NET's Selection Criteria.

Reports
Reports from AM4 now available in AM.NET:

Names reports

• Names File Maintenance Listing. Expand the Names group on the AM.NET Button Bar, click Reports, and then select Other > File Maintenance Listing. This report displays old and new values of changes made in Names records, plus the associated staff initials and change dates. Use this report to monitor data integrity.
  
• Names Member Status History. Expand the Names group on the AM.NET Button Bar, click Reports, and then select Statistical > Member Status History. Reports detailed and summary member status profile information for a specified prior point in time. Use this report to track membership trends.
  
• Names Member Status Tracking. Expand the Names group on the AM.NET Button Bar, click Reports, and then select Statistical > Member Status Tracking. This report tracks status and type changes.
  

Events report

• Events Participant List. Expand the Events group on the AM.NET Button Bar, click Reports, and then select Registrations > Participant List. The Participant List displays leaders and participants for a selected event.

Firms reports

• Firms Fax Export. Expand the Firms group on the AM.NET Button Bar, click Reports, and then select Export > Fax Export. This export exports fields for a mass fax.
  
• Firms Labels. Expand the Firms group on the AM.NET Button Bar, click Reports, and then select Mailings > Labels. This report prints firm address labels in a variety of format.
  
• Firms Mail Merge. Expand the Firms group on the AM.NET Button Bar, click Reports, and then select Mailings > Mail Merge. This export exports fields relevant to a mail merge to firms (firm name, address, and salutation).

Utilities reports

• Cash Receipts Edit Listing. Expand the Utilities group on the AM.NET Button Bar, click Reports, and then select Cash Receipts > Cash Receipts Edit Listing. Use the Edit Listing to reconcile entered data with the actual checks.
  
• Summary of Batch Totals. Expand the Utilities group on the AM.NET Button Bar, click Reports, and then select Cash Receipts > Summary of Batch Totals. This report displays any variance between the amounts actually entered into the system and those entered in the Add/Edit Batch Totals routine.

For more information about using reports in AM.NET, please see AM.NETWorks issue 2.