Membership Plus: Client Portal
Glossary - Membership Plus

Aero

User interface used by Microsoft's Vista. Stands for: Authentic, Energetic, Reflective & Open.

Amortizing

In establishing a budget for something like a mortgage or car loan, the amount remaining to be paid will decrease over the course of the loan; that is, it will be amortized. The Amortize option automatically computes the remaining amounts of principal and interest over the course of the budget period. Generally, amounts are amortized over an entire year. This option can be applied to assets (such as an annuity fund) and their interest as well as liabilities (such as a loan) and their interest.

Antivirus Program

A utility that searches a hard disk for viruses and removes any that are found. Most antivirus programs include an auto-update feature that enables the program to download profiles of new viruses so that it can check for the new viruses as soon as they are discovered.

Archive

To put time sensitive transaction data you are no longer using into storage by removing it from your current dataset and storing it to another location.

Asset Account

An asset is an economic resource representing probable future economic benefits obtained or controlled by an entity as a result of past transactions or events. In short, an asset is what you own.

Attendance

The record of those who were or weren't at a meeting, activity or event.

Auto Tasks

You can now set up specific follow-up tasks to occur automatically in Membership Plus based on certain actions that happen in the program. For example, schedule a follow-up email/letter/phone call whenever a new member is added, or an address changes, or a birthday occurs. You can also schedule a specific report to print or a member to be added to a specific group, based on a data change. These tasks are assigned to specific users, with a specific due date, and each user can view his/her pending tasks right on the Welcome screen.


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