2024/12/20 update
Office Page Links
This TE20 task processes PayPal renewal payments; sends member an email
⇓ 1. Start Task – Backup, Time-In, open files:
⇓ 2. Process Renewal PayPal Payment:
⇓ 3. End Task – Time-Out, close files:
⇑ 1. Start Task – Backup, Time-In, open files:
Backup membership.accdb and treasury.xlsx
> in File Explorer > select both files
> drag/copy to folder bkup-mship-tres
At Thunderbird > select fmaatc….. > TE-payments > TE10-snapshot folder
Open F:\treasury.xlsx
> in name-hours > enter Date > Task = TE20 > Time-In
Open PayPal worksheet
Click PayPal worksheet to open. This worksheet will be used to record PayPal payment(s). I will contain line items of PayPal payments which are to be processed (added via TE19).
Open membership.mdb Update window
Open F:\membership.mdb, log-on and the Switchboard window opens, click Update. The Update window opens. This window will be used to update member’s PayPal payment(s)
⇑ 2. Process Renewal PayPal Payment:
A PayPal renewal payment is applied via the Update window of membership.mdb. The Renewal-Date is today’s-date.
Find Member
Thunderbird > fmaatc@fmaatc.org > TE-payments > TE20-paypal-to-process contains email to be processed.
Toggle-to (Alt+Tab) Update window, open the Find and Replace window – use Alt+n to find by last-name. Paste (Ctrl+v) payer’s last-name and press enter. Verify there is a member match with the payer. Cancel Find and Replace.
Update Accounting-Row
Toggle-to (alt+tab) treasury.xlsx > fine line item being processed > update Bus-Date + other information as needed.
Toggle-to (Alt+Tab) Update window (the last name field will still be selected)
Apply Payment To Membership Record
Tab-to and update the member’s Type, Expire, Renewal-Date (use today’s-date), and Renewal-Amount (less fee), Pay-Type = p. If there is a donation, then update Donation-Date (use today’s- date) and the Donation-Amount
Update any other information noted by the member (mouse-to and select field is fastest)
If there is any change to State, City, Country, or last name, then update member’s ID. The new ID will be propagated to the ID of truck records.
Create Snapshot
ctrl+s (saves updated fields) > select/ctrl+c ID > double-click correct snapshot button > ….Snapshot opens > click PDF in Print Preview tool ribbon > Publish as PDF… opens.
File name: = ID > save in F:\$stapshot\ss-yy.mm.dd-pp folder (create folder if needed).
?Yes More PayPal Payments? – ↻ 2. Process Renewal PayPal Payment:
?No More PayPal Payments? ↓ Step 3 End-of-Task
⇑ 3. End Task – Banking-Date, Time-Out, close files:
> ????create queBankingDate via Report window
> at treasury.xls > in name-hours > enter Time-Out > save > close
☕ 🙂