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Membership Pro offers a flexible and integrated system for associations, clubs, chambers
of commerce and any other member oriented organization.
Group
and Single Membership Levels
Maintain two levels of members, if desired. Keep track of the Single members who are part
of a larger Group membership. Bill the Single members directly or bill the Group for all
the Single members that belong to that Group.
Add up
to 200 of your own fields per member level
Add your own fields and tables to those already provided. Store the additional information
about your members that is important to your organization.
Integrated
Accounts Receivable
Invoices, payments, and other member transactions are entered directly into Membership
Pro. This gives you access to membership and accounts receivable information in one
system. Print aged trial balance reports, member statements, transaction lists, etc.
Automatically
Generate Dues and Renewal Invoices
Automatically handle the variations in the types of charges and amounts to be
billed to a member. Let Membership Pro figure out who should be billed, what they should
be billed and how much. Membership Pro handles a variety of billing cycles including
monthly, semi-annually, annually and others.
Miscellaneous
Invoices and Manual Entries
In addition to Membership Pro's ability to generate invoices automatically for regular
recurring charges like dues and renewals, you can create invoices at any time for the
miscellaneous purchases your members may make from your Association Office, Pro Shop, etc.
You can also manually update a member's account by entering any miscellaneous charges
without producing a printed invoice.
Minimums
You can set minimum amounts for your members for up to ten types of purchases.
Membership Pro will enable you to keep track of the total amount spent by each member on a
monthly and yearly basis and generate invoices for any amounts under a set minimum.
Easy
Cash Entry and Quick Member Sign-up
Enter payments and prepayments received from members. You can also print
receipts, sign-up new members and print membership cards all from one screen.
Transaction
History
Keep your members' old transactions such as paid invoices, previous adjustments, etc. to
enable you to get easy access to old information if questions arise.
Change
Member Numbers
Change a member's number, type, or status. All transactions and history associated with
the old number will be accessible from the new number.
On-Screen
Inquiry
Display a member's account balance, current transactions, or historical transactions on
the screen. Display period and year-to-date totals for up to ten different types of member
charges. The member's name, address, phone, fax numbers and other information are also
displayed.
Group members will also display any Single members associated with the Group membership.
Export/Import
Selectively import member records, payments, or invoices in a variety of file formats.
Export member information to be used in other programs.
Bulk
Updates
Change or clear the contents of a field for all members within a range of member numbers
or other selection criteria.
Print
member cards, receipts, invoices, labels, statements, and more...
Use the pre-designed formats provided or design your own cards, labels, receipts,
invoices, statements and other forms for members, as required.
Reports
Print reports to the printer, screen, or a file. Multiple sorting and selecting options on
most reports. Record counts are automatically included on many reports.
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Membership Lists - Print member lists in a
variety of pre-defined formats or design your own.
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Transaction Lists - Print any or all
transactions on a member's account (payments, invoices, adjustments, etc.). Include
current or historical data for a range of dates.
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Accounts Receivable Trial Balance - Print
a detailed or summary list of outstanding amounts owed by members. Amounts are aged
according to three user definable aging periods.
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Posting Journals - Print an audit trail of
any invoices, payments, adjustments, or other entries posted to members' accounts for your
permanent records.
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Change Journals - Print any Status/Type
modifications made to members and identify any member deletions since the journal was last
cleared.
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Bank Deposit Slip - List and total
payments received in order by bank and payment method (check, Visa, Mastercard, etc.).
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General Ledger Transaction Report - List
all activity by General Ledger account for posting either to ACCPAC Plus General Ledger or
re-entry into any other General Ledger.
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Data Profile and Setup Reports - Print
various reports that display your organization's setup on Membership Pro including billing
information, tax tables, your own user defined tables, etc.
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User Definable Reports - Design your own
Membership Pro reports using QuikReports from Softrak.
System
Requirements
IBM PCs, PS/2s or compatible with Intel 286, 386 or higher processor, equipped with 640k
or more of RAM, hard disk drive, DOS 3.3 or higher, a printer capable of printing at least
132 characters per line. ACCPAC Plus Windowing System Manager Version 6.1a or above.
Quik Reports from Softrak Services is
recommended for adhoc reporting.
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