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Reconcile membership fees monthly Loops

Matches incoming fees against the member list every month and drafts friendly reminders.

Area
Finance & accounting
Level
Beginner
Good for
  • Treasurer of a sports club
  • School parents' association
  • Small cooperative

How it works

  1. Export bank transactions and member list as tables.
  2. Schedule the loop once a month.
  3. Check the drafts and send them yourself.

To copy 
Every month on the 5th:
1. Read [bank transactions] and [member list with fee].
2. Match payments by member number or name in the reference.
3. List unpaid fees and unclear payments separately.
4. Draft a friendly reminder for each unpaid fee, without a late fee.
5. Send nothing yourself. Keep account details in the table, do not repeat them in the text.