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22537: Membership Plus Year End Closing Check List
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Reviewed 1/7/2010
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Membership PLUS Year End Check List

This check list is designed to help ease the strain and worry of closing the year. You may retain this check list for future reference if any issues arise. You can click on any highlight item to be taken to the Knowledge Base article for step by step instructions on how to complete the task.

 Please remember to perform a Membership PLUS Backup before doing any of the following procedures and again after selecting Yes to allow the system to close the current year.

Make sure you are on the latest version of Membership PLUS (Version 11.4.4) before beginning. You can check your current version by clicking Help and selecting About Membership Plus.


All Membership PLUS General Year End Maintenance
Run the Verify and Repair Utility
Archive Data
Perform a Membership PLUS Backup



Membership PLUS Standard & Deluxe
Membership PLUS Deluxe Only
Members Accounting Year End Closing
Update Member Addresses (As Needed) Enter and Post all Transactions
Add Member Addresses (As Needed) Print All Checks That Need to Have the Current Year's Date
Reassign Envelope Numbers (Optional) Ensure that All Months are Reconciled
Financials Enter Budget Information for New Year
Enter All Contributions for the Current Year Print Year End Reports
Deposit All Contributions to the Appropriate Year Make a Membership PLUS Backup
Print Contribution Statements (IRS Tax Receipts) Perform Year End Procedure



    
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