I can't stress enough two things as you wind down the year:

1) Run the Billing PreCheck report before creating your dues batch each month or year, whichever schedule your organization uses. This will expose any billing issues eg missing renewal months, or assigned dues.

2) Run any member reports at the end of reporting periods that you may need in the future! (eg member name, membership type). Common reports include the Active Members Report, Members Longevity Report, Member by Status Report, etc. 

The Tip of the Week for Nov. 27, 2024 was submitted by Brenda - ChamberMaster/MemberZone Support