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12.8. Find Paid Dues by Paid Date Range

Currently, the Member record on the Dues/RPAC tab only displays the Invoice date, so to find Dues Invoices that were paid for a specific Dues Year through a specific Paid Date range, please try the following:

  1. Go to the INVOICES Module by clicking on the left navigation button
  2. Click on Find
  3. Select the Inv. Bill Year
  4. Select the Inv. Status for Paid
  5. Select the ItemID for the Dues Items for the year you selected in Step 3
  6. Type the paid date range in the Paid field of the line item
    (To specify a range, enter the first date, three periods, then the last date: 1/1/07...1/31/07)
  7. IF YOU ONLY NEED THE ONE ITEM ID, PLEASE CONTINUE TO STEP 10
  8. To select an additional ItemID, click on REQUESTS on the drop down menu at top and select Duplicate Request. This will duplicate the current request.  You should not see Request 2 on the left side panel.
  9. Change the ItemID to the next ITEM you need.  Repeat Steps 8-9 for each additional item.
  10. Click CONTINUE and the system should retrieve the records.

To export the records to Excel, you can right-click on the Board Name at the top and select Send/Save Records As and select Excel.  Follow the screen to save the data.  You will need to remove the extra fields that are not needed.

You can also go to the List view and export it the same way with less information.

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