Treasurer+Notes

Annual maintenance- summer for beginning of new year.

__Access Database__ Copy Access database into a new folder for the new year. Rename the database with the current year. Leave the old one archived. (That way we can removed people from the active database, but still have an archived record that they were members in the past, if we'd ever want to look them up.)

Create a new field in the database for Dues xx-xx(current year). Copy and paste the most recent Dues field and label on the Members form. Move the old year field off to the side with the other past history, and change the properties of the new field so that the label is the current year and the data source is the new Dues (current year) field. (Make the same changes in Reports.)

__Web site / Wiki__

Change the year dates on the Membership registration and Dues payment pages. Edit the Membership form in Google Docs. Edit the Google Checkout/Wallet button on both the Membership form page and the Dues page. Click Edit page and Edit widget. In the edit Widget screen, change the dates of the membership year in the html code, and save the widget again. To update the PayPal button, log on to the MCATFL PayPal account, go to Merchant Services, Web integration, Saved Buttons, and edit the button to reflect the dates of the current membership year.

__QuickBooks__

Open Lists Menu. Go to Item List. Select Dues xx-xx(past year). Click on the Items Menu at the bottom and click on Duplicate Item. Edit the name of the item to say Dues yy-yy(current year) and save. Click on the previous year Dues item and click a check mark in the Make inactive box.

Open Lists Menu. Go to Templates. Select MCATFL Dues Receipt. Click on Templates Menu at the bottom and click on Edit Template, then the Layout Designer button, and then change the dates to the current year.