Making Obligation Templates
Need to make an obligation template to use for individual contacts or for applying group obligations?
Click on the Contacts icon in the toolbar.
Select Obligation Templates.
Click on Add Obligation Template.
Select the activity account type from the drop down menu.
Next name the obligation as you would want it to show on a Contact’s statement. For example, “Annual Dues”.
Next, enter how much is Owed by Contact (there are scenarios where you would use the Owed to Contact, we will cover some examples of these in another article).
The Due Date is the date you want this obligation to start. Note: your obligation will not show on the statement until the start date.
Determine whether you want this obligation to be repeated. The default is set to “None”.
Now click Save.
Tips for Obligation Templates:
If you have made an error in your Obligation Template and need to change it, go to Obligation Template
Click Edit next to the Template you want to change.
Make any changes and click Save. It will then ask you if you want to Update Obligations using this template. If you choose to do this, MoneyMinder will update ALL Contacts you’ve assigned this obligation to.
While in the Edit area of the Obligation Template you can also click Delete to delete the template entirely. If you choose to do this, it will ask you if you want to delete all of the obligations that use this template. Not that this cannot be undone.