Welcome to our guide on how to efficiently sort member charges in FinalForms AMP! This feature is designed to help you, as an AMP Admin, easily identify any paid or outstanding fees. Let’s dive into the steps to make the most of this functionality.

The purpose of this feature is to empower FinalForms AMP Admins to sort through member charges, allowing for quick identification of any fees that have been paid or are still outstanding.

Follow these simple steps to sort member charges:

1. Manage Member Charges: Start by navigating to the Member Charges section in your FinalForms AMP dashboard.

2. Use the Magnifying Glass: Click on the magnifying glass icon to begin sorting through the fees you are interested in.

3. Search for Specific Fees: You can type in the name of the fee you are looking for to narrow down your search. For example, you might search for "DIAAA Regular Membership Fee."

4. View Outstanding Fees: After your search, you will see a list of members who still owe for that specific fee. To keep track of this information, you can export the data to a spreadsheet by clicking on the black Export button.

This training tip provides FinalForms AMP Admins with a convenient way to run reports and track charges that are either paid or outstanding. This feature is particularly useful for monitoring overdue fees related to memberships or conferences.

If you have any questions or need further assistance, feel free to reach out to FinalForms AMP Support at support@finalforms-amp.com.