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Member Transactions
Add an Adjustment to Member's Account
This guide walks you through how to add an adjustment to a member's account. Learn how to apply positive adjustments (credits) to reduce a member's balance or negative adjustments (debits) to increase it, using a simple step-by-step process.
Voiding Member Transactions
This guide walks you through the process of voiding member transactions, including how to locate the transaction, apply a void, add comments, and understand the impact on a member's account balance.
Record Payment from Member
This guide walks Lodge Secretaries through the process of recording a payment from a member in the Grandview system. It covers selecting the payment type (Check or Cash), entering the payment amount, and handling overpayments by allocating excess funds to lodge accounts. Follow these steps to ensure accurate and efficient payment processing.
Add Charge to a Single Member
A step-by-step guide for adding a charge to a single member’s account, covering where to click, what details to enter (date, amount, optional note), and how to complete the transaction.
Transfer Funds from Member Account to Lodge Account
Learn how to transfer funds from a member's account to a lodge account using this step-by-step guide.