Membership Dues Administrator

The below links are documents that relate to what you can do as a Membership Dues Administrator

Membership

How to Add Member & Non-Member:

• https://helpdesk.iupat.org/en/support/solutions/articles/151000191848-how-to-add-a-member-non-member

Electronic Application Process:

• https://helpdesk.iupat.org/en/support/solutions/articles/151000185686-administrator-electronic-application-process

Updating Member Record

• https://helpdesk.iupat.org/en/support/solutions/articles/151000189523-how-to-update-change-a-member-record
• https://helpdesk.iupat.org/en/support/solutions/articles/151000185654-how-to-upload-a-document
• https://helpdesk.iupat.org/en/support/solutions/articles/151000189731-how-to-upload-a-profile-picture-to-a-member’s-record
• https://helpdesk.iupat.org/en/support/solutions/articles/151000190351-how-to-convert-a-person-to-a-member
• https://iupat.freshdesk.com/a/solutions/articles/151000193495?portalId=151000060350

Transcript

• https://helpdesk.iupat.org/en/support/solutions/articles/151000189712-how-to-view-a-student’s-transcripts

Accessing Reports

• https://helpdesk.iupat.org/en/support/solutions/articles/151000190358-how-to-access-monthly-reports
• https://helpdesk.iupat.org/en/support/solutions/articles/151000193795-how-to-generate-and-print-mailing-labels-envelope
• https://helpdesk.iupat.org/en/support/solutions/articles/151000190359-how-to-access-out-of-work-report
• https://helpdesk.iupat.org/en/support/solutions/articles/151000190368-how-to-access-employment-history-report

Change Log

• https://helpdesk.iupat.org/en/support/solutions/articles/151000189726-how-to-run-a-roster-change-log

Accounting

Generating & Delivering Invoices 

• https://helpdesk.iupat.org/en/support/solutions/articles/151000185863-how-to-generate-and-deliver-invoices
• https://helpdesk.iupat.org/en/support/solutions/articles/151000189359-how-to-do-a-bulk-suspension-and-identify-arrears-listing

Payments

• https://helpdesk.iupat.org/en/support/solutions/articles/151000189361-how-to-use-offset-charge-feature
• https://helpdesk.iupat.org/en/support/solutions/articles/151000190352-payment-adjustment-types
• https://helpdesk.iupat.org/en/support/solutions/articles/151000190487-how-to-view-returned-auto-dues-payments
• https://helpdesk.iupat.org/en/support/solutions/articles/151000191981-how-to-run-export-cash-reciepts-journal

Invoices

• https://helpdesk.iupat.org/en/support/solutions/articles/151000190495-how-to-use-invoice-adjusting-tool

Payment File Uploads

• https://helpdesk.iupat.org/en/support/solutions/articles/151000190164-how-to-access-employer-number-for-a-payment-file-upload

No Hit List

• https://helpdesk.iupat.org/en/support/solutions/articles/151000190349-no-hit-list-how-to-download-and-open-macro-enabled

Communications

Distribution List

• https://helpdesk.iupat.org/en/support/solutions/articles/151000189598--membership-how-to-create-a-new-distribution-list
• https://helpdesk.iupat.org/en/support/solutions/articles/151000190493-distribution-list-how-to-use-dynamic-date-filters

Creating and Sending Communication 

• https://helpdesk.iupat.org/en/support/solutions/articles/151000189573--membership-how-to-create-and-send-letter-templates
• https://helpdesk.iupat.org/en/support/solutions/articles/151000185580-unite-wall-how-to-create-a-post
• https://helpdesk.iupat.org/en/support/solutions/articles/151000185577-how-to-create-a-communication