Documentation
Creating dues, assigning financial obligations, recording payments, managing expenses, and reading financial reports.
How the Zenith AMS financial system works — from financial items to payments and reports.
4 min readHow to set up membership dues, levies, fees, and other financial items in the admin panel.
4 min readRecurring dues bill themselves. When you do (and do not) assign a charge by hand, and how new members are handled.
6 min readHow to handle online payment confirmations and manually record offline payments.
3 min readImport your members, what each member owes, or your whole payment history from Excel, with a preview, an approval step and a reconciliation.
8 min readRecord cash, a transfer or a cheque from a member and apply it across everything they owe, with a preview of where every naira goes.
3 min readRead a member's statement, see who owes what and for how long, and understand the Paid, Partly paid, Overdue and Not yet due labels.
5 min readSend each member who owes something a single combined statement, monthly, every two weeks or weekly, and pause it while you correct your records.
5 min readA member gives 100,000 on a 5,000 levy. Receive Payment accepts it and asks what the extra is for: an extra contribution, or credit kept for the member.
4 min readMoney the association holds for a member: where it comes from, who can see it, and how it is used, refunded or given as a donation.
5 min readHow to pay credit back to a member, or record it as a donation they agreed to, with a second person approving.
4 min readHow to tie a levy, fee or donation to an event or a project so that everything members pay on it is tracked in one place.
4 min readRead the figures on an event or project: what was expected, collected, still owed and spent, and who has paid.
4 min readHow to record, categorize, approve, and publish expense reports for your association.
4 min readUnderstanding the financial reports available in Zenith AMS and how to use them.
3 min read