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Run the Projected Fees By Month Report

Updated

What this does: Forecasts how much you will bill active members in each of the next 12 months, based on their current fee items.

Applies to: ChamberMaster (CM) staff users with access to Reports.

Before you start: Make sure members' fee items and billing frequencies are up to date. The report has no filters, so there is nothing to set up.

Time needed: About 2 minutes.

Run the Projected Fees By Month report

  1. Click Reports in the left-hand navigation.
  2. Under Search by Category, click Billing. You can also type projected in the Search by Keyword box and click the Search button.

  3. Find Projected Fees By Month in the list. Click Run report (the arrow to the right of the report name). Clicking the report name alone doesn't run it. 

    projected-fees-run-report.png

  4. The report opens right away. To save a copy, choose a format next to Save as: PDF, Excel, Word, CSV or MHTML. 

    projected-fees-run-report.png

Understand what the report includes

The report adds up the active fee items assigned to your active members. It then places each amount in the month it will be billed.

  • The first row is next month. The report covers 12 months from there.
  • Fees for inactive members, or fee items that aren't active, are left out.
  • Each fee shows up in every month it bills. For example, a monthly fee appears in all 12 rows, and an annual fee appears once.

Read the report columns

Each row is one billing month. The columns split the amount by how often the fee bills.

Column What it shows
Month Month the fees will be billed
Monthly Fees Fees billed every month
Quarterly Fees Fees billed every three months
Annual Fees Fees billed once a year
Bi Annual Fees Fees billed twice a year
Last column (also labeled Annual Fees) Total for the month
Two columns named Annual Fees: The last column is the total for each month, even though its heading reads Annual Fees. The bottom row totals each column for the full 12 months.

Common pitfalls

  • Treating it as a cash forecast: The report shows what you plan to bill, not what members will pay. Use a payment or aging report to track what comes in.
  • Amounts look too high or low: Check members' assigned fee items and billing frequencies. The report uses whatever is set on each member's account today.
  • Reading the last column as annual fees: It's the monthly total. Use the Annual Fees column to the left of Bi Annual Fees for once-a-year fees.

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