2025/01/22 update
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This TE10 task adds new ; updates renewals; sends email; prepares bank deposit
Sub-Page 1 of 4 – Summary + Step 1 Expanded
Summary
⇓ 1. Start – Backup, Time-In, open files:
⇓ 2. Add New Member:
⇓ 3. Process Renewal Payment:
⇓ 4. Stop – Paper work, Time-Out, close files:
⇑ 1. Start – Backup, Time-In, open files:
backup membership.accdb and treasury.xlsx
> at File Explorer > at D:\fmaatc\0-mship > select both files
> rclick drag/copy to folder bkup-mship-tres
open treasury.xlsx > in name-hours > enter the Date > Task = TE10 > Time-In
open Thunderbird > fmaatc….. > TE-payments > TE10-snapshot folder
determine banking-date/business-date – this will normally be Monday
> if any PayPal to be processed > in treasury.xlsx > in PayPal
> for each member to be processed
> change ?Bus-Date cells to actual business date being processed
in Deposit – prepare for new bank deposit
> enter banking-date in B4
> retain Lines 23—25 (rows 28—30) for the next three actions
> clear prior Ck $’s (Line 1—22)
> clear prior Cash (Line 1—22)
> clear prior PayPal (Line 1—22)
> insure column “#” (D) contains “1” in Line 1—22
in Account – prepare new accounting-row
> Date = banking-date > Category = $ > Item = “banking-date (checks + cash) with PayPal noted” > Notes = “PP=?” > save
open membership.accdb > in Business Date window
> tab to date field > enter business date > tab to Switchboard button > enter
> in Switchboard window
> if adds – tab/enter Add button and ↓ 2. Add New Member
> if only renewals – tab/enter Update button and ↓ 3. Process Renewal Payment