Purpose: This routine creates a data file containing information from the current dues print file created using step 1 create new invoice print data routine. The resulting data can be exported to various file types (ie..XLS, XLSX, DBF, CDT, CSV, and MDB).
Launch Point: This routine can be launched from the following location(s):
•Dues → Routines → Invoicing Routines →
Example: When the routine is launched the report wizard will open.
Note: Step 2 will only be shown if the system preference for “display option to exclude persons whose firm pays dues in print original invoices” is turned on.
Note: The fields included in the file created are customized to the specific requirements of each association. If your association is not setup to utilize this export you will see the message above. Please contact CDS support to have the program setup for use by your association.