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  (incorporating honsecretary.com)

The Integrated Membership & Bookkeeping system for Charities, Clubs & Societies
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TUTORIAL -Statuses


Tutorial Index Main Contents:

Welcome
Introducing hontreasurer.com
Online Manual
How Do I?
HELP! - I'm Stuck!
TUTORIAL
The Forum
TO DO List

TUTORIAL Contents:

Introduction
Preferences
> Setup
> Roles
> Users
Activity Names
Accounting Categories
Activities

Accounts
Statuses
Members (Contacts)
Posting
> Cheque or Cash Received
>> Against Invoice
> Cheque Written
>> Against Invoice
> Cash Paid
> Cash from Cash Account to Bank
> Cash from Bank to Cash Account
> Cash Banked
> Bank Transfer In
>> Against Invoice
> Bank Transfer Out
>> Against Invoice
> Account Transfer
> Bank Interest Received

> Opening Balances
> Opening Income & Expenditure

> Invoice Sent
> Invoice Received

The Bank Reconciliation

Transaction Enquiry
Balance Enquiry

The Year End

Reporting

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A Status is one way of classifying Members (or Contacts). Unlike Label Fields, where a Member can appear many times, a Member can appear in only one Status. It is usually used to categorise Contacts into Committee, Memebers, Non-Members, Lapsed Members  etc. hontreasurer.com keeps a list of these for you to use in Members selection and you should put them in using Standing Data/Statuses.

There isn't much more to it than that.
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