Admin

Invoice

• Understanding your Invoice Dashboard
• Viewing and Editing your Pending Charges
• How to Write Off Bad Debt
• Downloading Invoice by Batch
• Downloading Invoices by Member
• Create a One-Time Late Fee

See all 13 articles

Members

• Understanding your Members Dashboard
• Managing a Member Group
• How to Manage and Bulk-Edit your Member Roster
• Viewing an Individual Member’s Profile
• How to Create a Member Group
• Viewing Member Profiles

Banking

• Bank Sync
• How to Add a Bank
• How to Create a Deposit
• How to Create a Check
• Understanding your Banking Dashboard
• Record a Journal Entry

See all 8 articles

Purchase Cards

• Purchase Card FAQs
• Purchase Card Summary Page
• Order a Purchase Card
• Load a Purchase Card
• Unload a Purchase Card
• Cancel a Purchase Card

Agreements

• How to Create a Contract

Budgets and Reports

• How to Set Up a Budget

Administrative Info

• Know Your Customer (KYC) and Why It is Important