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Changes between version 2.64 and the current version 2.65
Subscription Override
Applied under Update Members on a per member basis. If the subscription override is greater or less than zero the override amount will be used for balance reporting. One of its main uses would be if a discount is given for early subscription payments or for a partial payment if joining part way though the year. The override can be applied before or after a subscription receipt transaction as an adjustment to the members balance. There is also a new menu option under under Maintenance to optionally remove (zero) all Subscription fee Overrides globally as part of a period end rollover.
Subscription Receipt Transaction window
Now includes a full breakdown with a balance. If the member is Inactive and the balance is not zero after keying the receipt amount you will be prompted to make member Active or Inactive
(ie. If a member only pays half the fee you may wish to retain the members Inactive status.)
Member Number Register
This new utility program can be found under the Maintenance menu. Its purpose is to create a register of used and free Member Numbers for any given Member Number range between 1 and 9,999. Although register updates can be made at anytime in most cases it would only need to be created the once as the printed register itself could then be used to record Member Number changes. Note that when you select to run this utility Membership Database Pro will be closed so the utility can access the membership files.
E-mail
You can still e-mail an individual member by clicking on their e-mail address from the Browse Members window but we have made a small change to the programs Export Data to an e-mail CSV file feature found under the File drop down menu to better suit bulk e-mailing programs.
Reports
The Subscription Balances Report revised to include any subscription overrides.
A new Subscription Balances Report that excludes zero balance totals (ie. Only lists members with a debit or credit balance).
Members with a Subscription Override (new).
A new report that lists only members that have had their default subscription fee overridden along with both fees and totals. These members can also be identified using a new option in the programs Data Integrity Check report.
A new ‘Valuation of Subscriptions’ report that lists all members.
Two valuation totals are now given, one based on the default Member Type fee and the other on the override fee if one exists. The old Valuation of Subscriptions report has also been revised to include Subscription Overrides.
Birthday Report revised so the Day Born is sorted by the days of the month (ie. 1 to 31).
Browse Members window (view screen shot)
As the program has now been designed for a minimum screen resolution of 800 x 600 we now have room to display a members primary notes.
A new additional type of member tagging. You can now highlight or UN-highlight a member in the list by clicking on the HL button. Highlighted members can be used for report filtering in the same way as tagged members from the Select & Sort window. As with tagging there is also a tick box in Update Members for highlighting a member.
Subscription. The word Overridden will be displayed if the members fee has a subscription override and the override amount used.
Process Subscription Receipt button. This now allows the printing of Statements from the members receipt transaction window.
New sort tab added (HL+) so the Browse List will display highlighted members only.
A Membership Application Form (new) It contains the information that is required by the program for adding a new member. The layout of the form is in the same order as the information is keyed under Update Members for ease of data entry.
For New Zealand & Australia
GST Tax invoices. The option to use a subscription override as the invoice amount is now given prior to printing invoice. Its for flexibility only as in most cases the default fee would be used.
The GST Tax Invoice Summary has been revised to include subscription overrides in the calculation if applicable.
Invoices. Print a single invoice. An invoice button is now available to print an invoice for the selected member.
Statements. A statement can be printed on a per member basis. To print a Statement select the member from the Browse Members window, click on the Process a Subscription Receipt button then click on the Print Statement button. It has a remittance slip. Ideal as a reminder for outstanding subscription fees.
Other
- The statistics report and view revised to include subscription overrides.
- The data backup utility program and its help file have been revised.
- All Help files and associated documentation revised to include the changes.
Plus many other small changes and enhancements.
Changes - Version 2.63 to version 2.64 - August 2008
New Subscription (dues) Balances Report
Since this firstly calls the Select & Sort window any combination of member selection can be including in the report. The report lists...
- The total number of subscription receipt transactions for the member
- The current Subscription fee for the member (as defined under Member Types)
- The outstanding balance
If any ‘Cancelled’ receipts exist for a member they are flagged with a star * .
Browse Members window
Also now displayed with the selected members $ subscription paid is the members...
- Current Subscription fee
- Outstanding balance
View or Print Statistics
Both the statistics report and screen view now includes extra information...
- % (rounded) of subs paid against subscription valuation.
- the total number of members with no joining date.
- A Subscription valuation total.
- The Subscriptions Outstanding balance
New ‘Large’ Tax Invoice report (NZ and Australia)
This new report is based on the original but has been compacted (smaller fonts and reformatted) so the invoice template text area is now around 50% greater in capacity. The address layout is such that it can still be used with window envelopes. A new menu option has been added so users can now select to print either a large or small invoices. You would select to use either small or large invoices depending on the amount of text you have in your invoice template so the invoice does not exceed a single page.
Select & Sort window
A new filter has been added so members can be filtered to include only members that joined in a selected month. Its main purpose is for clubs that do not have annual subscription renewals but have subscription renewals based on the anniversary of a members joining date (ie. monthly subscriptions). This now also means that anything that calls the Select & Sort window (ie. Reports, Export to CSV and Letters or Invoices) can make use of this new filter.
Maintenance Menu (New option for Monthly Subscription renewals)
Added a new menu option (in Periodical Rollover) to make members for a selected month Inactive. Note that this new option is for clubs that have monthly subscription renewals (ie. renewals based on a members joining date).
New members alternative address report
This new member list report lists the members number, name and address and along side their alternative address name. The report only includes members that have an alternative address name as entered under Update Members. If you are not familiar with the purpose of alternative address names please refer to the programs help file as it can reduce your postage costs.
Mailing List Report
This along with other reports now includes the ‘Date Joined’.
Help file revised
Details about the above new features can be found in the programs revised help file.
Please note
The first version of the program was released in 2001. The changes above relate to recent changes only therefore this is not a full update history.
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