Budgeting funds that don’t belong to your group

If you collect dues on behalf of a parent organization you'll need to properly account for that starting with your budget. Learn how here.

How to Create & email statements individually or in bulk

Watch Video Once Contacts have been entered, Activity Accounts set up, and Obligations applied, statements can be sent out. This...

Statement Templates

In this article, we'll walk through how to create statement templates to fit your group's specific needs.

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