Mark Me Paid Process – To get ready to use Mark Me Paid, you can type in the group member information, or better, import in from a report generated in your main membership database. Take a look at how to Import Members into Mark Me Paid.

Once Members are entered into Mark Me Paid, we must Create a Project. The following are Frequently Asked Questions about the editing process. If your question is not answered, you may submit a question at the bottom of this page.

Factors that affect the screen view
Import Group Members from CSV File
Add Members to Group
Add/Edit Group Names
Create Project
Delete Project
Projects Form
Projects Form Reports
Members Form
Members Form Reports
Email Form
User Info Form
Email Setup Form
Deleting a transaction

Factors that affect the screen view

• The menu ribbon hanging down (right click to minimize)
• The Task Bar sticking up at the bottom (auto-hide is best)
• Screen resolution of less than 1024×768 (some screens have less than 768 pixel height)
• Font size of greater than 100% Top

Import Group Members from CSV File

• Open Utilities and Press the Import Members Button. The column of fields has the correct spelling for the top row of your CSV file. The order of the fields is not important, but the spelling is.
• Browse for the location of the import file
• Click Load Data. Your data should appear in a datasheet view.
• Click the lower of the 2 X’s in the upper right hand corner
• Click Import to Members Top

Add Members to Group

• Open Membership
• Select any group
• Click a name from the non-members column and click the Blue Arrow pointed right. You may also hold down the Ctrl button and click to multi-select names and then move the selection to the right. Top

Add/Edit Group Names

• Click Add/Edit Groups
• Click the Add Group button
• Type the name of the group.
• Close the form
• Group name appears in the list on the left Top

Create Project

• Open Projects and Press the New (Green Plus Sign) button on the upper right.
• Type the Project Name
• Select Project Start Date and End Date
• Enter Individual Cost
• Select Group
• Click Create Project (Large Green Plus Sign) Top

Delete Project

• Open Projects
• Select Project to delete
• Click Trash Can Top

Projects Form

• The green list on the left is a list of projects.
• Transaction #’s for all Project Cost entries should register as “0”. Payment transactions will auto-increment.
• Date defaults to today, but can be edited.
• Members list can be resorted, and are selected to add/edit transactions.
• Account # is automatic.
• Description indicates type of transaction.
• Payment can be edited by typing.
• Cost can only be edited after double-clicking.
• The green list on the right contains members of this project. Top

Projects Form Reports

• Project Transactions shows a list of every payment transaction by Member name.
• Project Summary shows a list of all members’ payment totals and balance.
• Reports can be Preview/Printed; made into a PDF; or, made into a PDF and inserted into an email as an attachment. Top

Members Form

• The green list on the left is a list of projects.
• Transaction #’s for all Project Cost entries should register as “0”. Payment transactions will auto-increment.
• Date defaults to today, but can be edited.
• Account # is automatic
• Description indicates type of transaction.
• Payment can be edited by typing.
• Cost can only be edited after double-clicking. Top

Members Form Reports

• Payment Receipt is today’s payment.
• Payment Reports is a list of all of the member’s transactions for this project.
• Receipts and Reports can be sent to smart phone via email with left button of each set.
• Sort by Transaction # with “0” (Transaction = co$t) on top before generating report. Top

Email Form

• When accessed from the Member Card it defaults to that member.
• Attachments can be opened with a double click.
• Email templates can be used by clicking the subject name. Top

User Info Form

• Please create a user ID and password. This lets the computer know from whom to send an email
• Until you create your own, use admin for the UserID and password for the Password Top

Email Setup Form

• Email is sent from MMP but uses the same settings as Outlook. Even if your email client is web-based you will need to enter the settings that Outlook needs since we need the same settings.
• All fields are required.

Top

Deleting a transaction

• Select the Record selector (gray rectangle to the left of line
• Click the Del button on your keyboard Top

 

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