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Posting
Annual Dues in AM.NET
Many
reports and routines involved in posting annual dues are now available
in AM.NET. To see which report and routines are available—and
since it’s always a good idea to review the dues posting process—let’s
review what it takes to properly post annual dues.
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Export/View
Selected Names Data
AM.NET
now features Export/View Selected Names Data. This routine lets
you:
- Select
data to export from almost every module in AM.NET
-
Specify criteria so you get only the records you need
- Save
the exported data in several formats
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Merge
two or more firms
The Merge Two or More Firms routine is now available in AM.NET.
Though they do the same thing, AM.NET allows you to do several things
with this routine that AM4 does not.
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more >>
Committee
member export
The
Committee Member export is now available in AM.NET. This routine
allows you to export fields for each member that meets the criteria
you specify. The exported fields include:
- Id.
The person’s ID number.
- Co.
The committee code.
- Cname1.
The committee name.
- Cobeg.
The term begin date for the person’s assignment.
- Coend.
The term end date for the person’s assignment.
- Ch.
The person’s chapter.
- Sortname.
The person’s name for sorting purposes.
- Sortzip.
The person’s zip code for sorting purposes.
- Lname.
The person’s last name.
- Fname.
The person’s first name.
- Mi.
The person’s middle initial.
- In
addition, the exported file contains contact information for each
person, including address (based on the selected mailing address
option in Group One of the Report Settings), phone number, and
email address.
In
addition to the Committee Member export, three other export routines
are now available in AM.NET.
- Mail
Merge – With Committee List. Lists all committees the person
serves on that meet the specified criteria.
- Mail
Merge – Without Committee List. Does not list the committees
the person serves on.
- Committee
- Fax Export. Exports information relevant to faxing a group of
committee members.
Refund
Money on Account balance
The Refund MOA Balance routine is now available in AM.NET. The routine
works just like the routine in AM4, with one difference. In AM4
a separate screen appears, prompting you to select a refund type.
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more >>
Open
a File Maintenance Module for a Name, Firm, or Event by clicking
the name or ID number in any grid
You
can now open a File Maintenance module to any specific Name, Firm,
or Event by clicking the name, ID number, or event code for the
item in any grid.
For
example, from the Event tab in Names File Maintenance, click the
Code value for any of the listed event registrations. AM.NET opens
Events File Maintenance for the selected event code.
Close
Open Batches
The Close Open Batches
routine is now available in AM.NET. To run Close Open Batches, click
Routines in the Utilities group on the Main button bar. Then, select
Cash Receipts > Close Open Cash Receipts batches.
Reports
and routines
Reports
and routines from AM4 now available in AM.NET:
Names
reports
- Address
Errors
- Invalid
Codes List
- File
Maintenance Listing
- Member
Retention Statistics
- Termination/Resigned
Statistics Report
- Status
Change
- Terminations/Reinstatements
- Industry
Change Mail Merge
- New
Addresses
- Field
of Interest Roster
- Flagged
Names
- Updated
Names Data Listing
- Log
Listing
Events
report
- Session
Nametags
- Session
History by Leader
Dues
reports
- Posting
Details
- Posting
Summary
Utilities
routine
- You
can now apply money to Money on Account through Cash Receipts
For
more information about using reports in AM.NET, please see AM.NETWorks
issue 2.
Archived
issues of AM.NETWorks
Archived
issues of AM.NETWorks are available here:
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