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 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.

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.

Print Dues Notices

Learn how to generate and download “Dues Owed” member statements from the Lodge Dashboard, including options to include zero-balance members and members with or without email addresses on file.

Remitting Dues

A step-by-step guide to remitting dues, from navigating to the member’s account to submitting the remission details, so you can complete the process accurately and efficiently.

Creating Bulk Dues Charges

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.