The Complete system for managing and organizing data as well as producing documents for any membersh

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Association Manager FROM........
PSTcorp.com, Inc. Phone [phone]
1 W. Nelson St. Fax [phone] Tavares,
Florida 32757 www.pstcorp.com/association_manager
Email info_at_pstcorp.com
The Complete system for managing and organizing
data as well as producing documents for any
membership or Non-profit organization Association
Manager can be utilized for any size Organization
but was designed for the small to Medium size
Organization in mind. Current client membership
ranges from a few hundred to several
thousand. This slide show will take approx 25
minutes. Each slide will advance after 30
seconds, click page down to advance sooner, click
the Esc key to stop the show
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Association Manager....

• Was designed using Microsoft Access. Both 97 and
  2000 versions are available (2000 Version works
  w/Access 2002/2003). Well over 2000 hours have
  been applied to the development of the program.
• This allows an intermediate user of Access to
  totally support and MODIFY the system with the
  Full Design Version.
• Todays office application technology now allows
  large database applications to be created and
  supported at a fraction of the cost for large,
  high cost, hard to modify, high maintenance
  systems.
• Association Manager contains 1 Front End file and
  1 Backend files with a capability of over 1
  Gigabyte of storage capacity.
• Association Manager is available in both Access
  97 and Access 2000 configurations and can be
  upgraded from Access 97 to Access 2000 by the
  User Although PSTCorp.com provides this service
  FREE with Annual Support!!

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Association Manager Pricing
Free No Obligation 30 Day Trial
30 day trial also includes 30 days of phone/email
support. Purchase Prices Standard Version
contains all the features and functionality of
the Full Design Version. With the Standard
version, user changes to forms and reports are
not available. The Full Design Version is all
modules and code as if you built the program
internally. Single User Standard 795.00Multi
User Standard 1,795.00 Single User Full Design
1,995.00Multi User Full Design
2,995.00Supportemail/phone-325/yrCustomizati
ons if desired are billed at 60/hr.Web Site
Category Search Integration, 15/mo. or 150/yr.
(35 Activation Fee)Combination Support and Web
Site Update (Save 50), 425/yr
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Association Manager starts with the click of a
button from your desktop and launches the Log On
Screen
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Providing the User name and Password are correct,
the Association Manager main menu loads.
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The Association Manager Main Menu was designed
with the User in Mind. To immediately view
members and search by category. In addition all
major functions are easily accessed via command
buttons on the left side of the screen

• Organized with Command Buttons by function as
  follows
• Master Contact List-All Contacts be they Members,
  Vendors, or just information about an area or
  region
• Sales-Record all Merchandise Sales, Total and
  Inventory quantities automatically adjusted
• Credits/Returns-Merchandise Returns,
  automatically adjusts inventory quantities
• Inventory-Track all inventory items be they for
  sale or general office supplies
• Events-Setup and manage both the event and
  participants

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MAIN MENU Commands (Cont)

• Inquiry Entry-Designed for the user to simply
  input Inquires about the community and what was
  requested.
• Tasks-Automatically create recurring tasks (i.e.
  Preventive Maintenance check) or create
  individual tasks that may be assigned to an event
  or equipment
• Networking Event-Small Event tracking made
  SIMPLE, no more guessing who paid and who hasnt
  and how they paid.
• Merge/Export-Create documents with Merge codes
  inserted (Can save hundreds of hours). Create
  Excel Export files for mailing lists. Last,
  print mailing labels based on a variety of lists
  available. Broadcast Fax/email capabilities as
  well

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MAIN MENU Commands (Cont)

• Finance-The most detailed of the options with
• Up to 10 different registers (General Ledger)
  each with its own Reconcile Function
• Create Budgets
• Make Deposits
• Process Credit/Returns for Invoicing (Separate
  from Merchandise Sales)
• Create Invoices / View Open Invoices / Print
  Invoices
• Automatically create dues Invoicing on YOUR
  schedule

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MAIN MENU (Cont)

• Finance Commands (Cont)
• Enter / Pay Bills
• Print Checks
• Print Paychecks (Automatically calculates Social
  Security and Medicare payments and payees)
• Track and Pay Payroll and Sales Tax Liabilities
• Administrative
• Setup Association Manager, Maintain selection
  boxes used throughout the program
• Track Committees/Boards and there members, assign
  and track tasks for the Committees/Boards

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MAIN MENU (Cont)

• Reports-
• Several Reports to run based on the wide variety
  of data within Association Manager. Not what you
  want? Create your own with the built in Access
  Report builder or have PSTcorp do it for you as a
  customization.
• THE MAIN MENU OPENS WITH A MEMBER LIST DISPLAYED,
  FUNCTIONS WILL BE SHOWN ON THE NEXT FEW SLIDES.

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Association Manager comes with a setup checklist
to help the user get the most critical data
loaded into the program. To access the setup
checklist, from the main menu, clicking the
organization info tab loads the form shown below
Information entered here is what appears on
billing statements. Note you can print a sheet
of Avery 5160 mailing labels, select your fiscal
year, disable deposits (For those who only want
to track paid/unpaid invoices and not use the
Ledgers). Last, the setup checklist is in the
upper right.
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There are 12 items to choose from including
setting up your financial accounts, Chart of
Accounts, Member Dues, Member critical info just
to name a few. We will now continue to show
functions within the program
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The Search Command Allows the user to search
for members or non members by Category AND/OR
Keywords or just perform a General search, the
Dialog box that opens when search is selected is
shown below
Note the General Search will search Name,
address, city, state, zip, phone, email fields
and show any matches with the user input.
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Below shows the results of a search For
Accountant (Category). Note the record counter
shows 1 matche found. You could have added a
keyword of Taxes and this would further reduce
the matching records.
Record Selection Box, click prior to viewing
Information Sheet or Member Detail
Log Referrals with the CLICK OF A BUTTON,
Clicking the Referral Circle Increments the
Referral Count by One
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After performing a search by category, the user
has the option to print an information sheet, the
program will prompt the user to print either the
selected member or all members found in the
search. You also have the option to increment
the referral counter for the selected member or
all members found in the search
1st prompt
2nd prompt
The next slide will then show the information
sheet
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Below shows the information sheet that can be
viewed/printed/faxed/emailed.
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Also based on Record (Business Name) selected,
you can click on the Member Detail button that
can also be used for entering new
members/contacts and editing existing information
for existing members/contacts. Shown below is
the General Info Tab
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The Business Info Tab
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The Keyword Tab
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The History Tab that shows all Financial
Transactions both Invoices or Bill Payments.
Also note this is the location of the Referral
Count shown on an earlier slide As well as
critical dates such as Last Invoiced and Next
Invoice due. Advance Pay options for networking
events is also logged here.
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The communication log tab. Log any and all
contact information with this member or non
member.
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The Contacts tab. Any member or non member can
have unlimited contacts (i.e. your city
Government). Here is where you can also indicate
if these contacts receive your newsletter.
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The Sponsor/Honors tab. Here is where you can
track any member or non-member honors such as
past president. Sponsors can also be recorded if
there is more than one or in the case of a
rejoin, the name of the new sponsor.
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The Government Reps tab. Here is where you can
record the Government reps for each contact. If
there are issues in a particular region or
district, you can easily communicate to these
contacts who their reps are. Also note the links
to maintain reps and the internet links to search
for a rep based on zip codes.
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Sales (From the Main Menu)-Only items designated
as sale items in inventory appear in drop down
list. Sales Tax automatically calculated as well
as total bill. One sale can have many items.
The next slide will show the Receive Payments
window.
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Receive Payments window for a merchandise sale.
Note the date is defaulted. Enter the amount
paid, and payment type. Checks and Cash will be
automatically grouped with undeposited funds for
deposit later while credit cards will be
automatically deposited to the bank and General
Ledger. After completion, the close button
returns to sales for anther transaction. Credits
and returns are handled in a similar fashion but
reversed. Note the ability to deposit to 1 of 10
accounts with Checking the default
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Association Manager Facts

• The remainder of the show will illustrate the
  remaining functions / forms (screens).
• There are many functions within Association
  Manager that May or May Not be utilized. This is
  up to the discretion of the user. You may want
  the system to just keep track of Members.
• You will see many functions during the rest of
  the show. YOU DO NOT HAVE TO USE THEM, it is up
  to you.

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Association Manager Facts (cont.)

• Association Manager in no way forces you into a
  standardized or regulated business process.
  Purchase of the program provides you with the
  full MS access files (including all code) with
  the Full Design version and provides you with a
  program that can be modified to fit any business
  process. FLEXIBILITY is a key element of the
  program.
• You have the option to purchase the Standard
  Version where design changes to forms/reports are
  not allowed. However the report builder is
  available to create your own reports. If at a
  later date you wish to purchase the Full Design
  version, you will pay only the difference between
  your paid amount for the standard version and the
  then current price of the Full Design version.
  Again, FLEXIBILITY

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The Association Manager Finance Menu
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First, you setup your bank Accounts-All balances
will be 0 until you enter the beginning balance
in each register or ledger. NOTE the transfer
funds function
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Second, you setup your chart of accounts-Note the
Account field that can be used as a cross
reference to an accountants system.
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You than can create items to assign to the
accounts created. This allows the program to
create the Profit and Loss statements as well as
track costs by items. Tracking these to budgets
is also automatic.
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Association Manager allows for unlimited dues
structures that are used to assign to a member.
The program also allows for a global update of
dues when increases occur or you can update the
fee for a single dues description.
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Association Manager also allows the user to setup
fees that are used in auto invoicing of member
dues. Up to 9 additional fees (defined by the
user) can be setup. There are also 3 fees that
can be set for application/setup, kiosk, and
Newsletter advert.
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The Check Register or General Ledger, Note the
ability to Void any transaction from the ledger,
the program knows what type of transaction it is
(Bill, Invoice Payment, tax payment, etc) and
will handle it appropriately
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The Reconcile Form-one for each of the 10 accounts
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The Budget Summary Form-Note, create multiple
budgets for one year or create a budget for
events
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The Budget Detail Form, note the program will
track actuals for each account item for the
current year and the previous year
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The make deposits window. Records are
automatically created when receiving cash or
check payments. Select the deposits desired.
Also note the ability to Void a deposit from this
view.
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The create invoice form. Note that multiple items
can be attached to one invoice to allow account
splits-Also note you can assign an invoice item
to an event as an option.
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The open invoices form. Receive Payments similar
to Merchandise Sales. Invoices created
automatically for Member dues . Note links to
Invoice Detail and print Invoice function.
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The Enter Bill Form. The process for Bills is
Enter, Pay, then Print (all selectable by the
user). Note that items can be assigned to an
event for cost tracking
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You the user selects which bills to pay based on
those entered. Note the checking account balance
is visible and adjusts for each bill you select
to pay
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Any Bills selected to Pay will be on the Print
Checks List. Just as in Bill to pay selection,
you the user selects the checks to print. Checks
are formatted for Voucher checks but can be
modified for standard 3 to a sheet checks.
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The Create Paychecks form has the ability to
create paychecks on a weekly, bi-weekly or
monthly basis. Checks are created only for
employees with the user entering the deductions
(i.e. tax tables). The program will
automatically generate checks to the
organizations listed on the Finance Menu.. Note
the function to load last paycheck data to save
time.
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Other Finance Functions
Other functions within Finance is the ability to
set the fees an organization charges for
membership, Internet related items, additional
category listing, keyword fees and inquiry lists
subscriptions. These fees are then only entered
once, not updated for each member. Sales Tax is
calculated on all Merchandise and Invoice Sales
and a list produced to review prior to paying
sales tax. A check is generated and all items
having sales tax are updated as sales tax paid
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The Reports Menu, we will show a few examples in
the next slides, there are to many to allow
showing them all. Reports are organized by
function. Note the Report Builder. This allows
the user to create their own reports outside of
Association Manager using real time data.
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The Monthly Financial Report showing Income and
Expense for the current year.
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The Dues Forecast Report
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The Income Distribution Report by desired date
range. Actual Dollars are given on page 2 of the
report. There is also a matching report for
Expense Distribution.
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The Document/Merge Selection form (From the Main
menu click Merge / Export). View unlimited
documents based on list selection (merged) and
create Mailing labels or an MS Excel file. Or
just simply view a report based on the button
selected. Also note broadcast fax/email. Simply
1) tell the program what you want, then 2) what
do you want to do with it
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Document Creation/Viewing Notes

• Unlimited Documents are allowed. Any file type
  can be linked.
• Documents are hyperlinks to actual documents,
  clicking the document path will load the
  document.
• You need not access documents from Association
  Manager but MUST select the list desired from
  Association Manager. Once the list is selected,
  You may use Windows Explorer to open as many
  documents as desired.
• Documents must be set up with the Merge File
  created by Association Manager and Field inserted
  into your documents where desired. This only
  needs to be done once and a MS Word intermediate
  user can set up approximately 20 documents in 8
  hours.

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The Events Main Menu, Note the easy access to
events participants list. Selecting an event
from the dropdown will show the participants for
that event. The Events button is used to show
event information whereas the Participant button
is your master list of all participants as well
as registration of a participant for a particular
event.
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When clicking Events, the program will prompt you
select an event to view (its setup and
registered participants). If you are setting up
a new event, you will click the Setup New Event
button.
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Event Detail, note Active checkbox. Only Active
events appear in the event selection box on the
Event main menu (previous slide). Note you can
even type instructions for the event registration
options! Here you define the descriptions and
prices for the event. Several reports and export
of attendees is also allowed from this form.
Also note you can see the number of participants
currently registered and view that list to edit,
view their detailed registration options.
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Event Options, the capability exists to enter up
to 10 Additional sale items that are all quantity
dependent. Participant registration will then
have the option to select these items and
quantities when registering, fees and taxes are
automatically calculated. You can also define up
to 10 Yes/No fields, in this case one is used for
Attend Fri Lunch. These options are not fee
based.
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After you setup your event (only once!) you can
now register a participant. The Master
Participant List-This is all participants for all
events, to register a participant, you will use
the MS Access find , sort, and or filter
functions to locate the participant, then select
the View/ Add Event to the Selected Participant.
This list is also your source for marketing of
your events. The Participant Detail form is
similar to the Member/Non Member Detail form
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Shown here is the participant detail form where
you have the option to edit information for this
participant. This information can be different
from the Master Contact record. To register for
an event you simply click the RED button called
Step 1 Register for an Event. Note the
Participant history tab to view past events
attended or to edit registration options for
events attended.
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You then select the event the participant is
registering for (The event setup is automatic).
Simply check the boxes the participant desires
and the quantity. When complete you click the
Step 2 button. Note you can also add any
non-paying attendees that will accompany this
participant.
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You will now check any additional items
purchased, their quantities and the yes/no
options and their quantities. Amount owed is
automatically calculated at the bottom of the
form. You have the option to receive the payment
now or later using the edit registration feature.
Note, if after editing the participant has
overpaid the receive payment button acts as a
create check function for a refund.
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To View a list of participants for an event and
to edit their registration options you will click
Events from the Major Events Menu, select the
event desired, then click View Participants
button to load the form below. Note you can also
print out billing statements for a single
participant, all participants or unpaid only
participants. To edit the registration options
click the View Registration/Receive Payment.
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From the Main Menu, there is a networking event
management function (meetings/luncheons/etc.).
When selected, the prompt below requests the
event and date. Note you can view both ongoing
scheduled events OR Archived events. Clicking
continue will then load the form on the next slide
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A list of attendees entered to date will appear.
Note you can 1) print a report, 2) Print Name
Tags, and 3) Receive payments (Free, cash, credit
card, check, etc.). You are not allowed to close
the event until Total Billed is equal to Total
Paid.
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The Administration Menu, several admin options
along with list maintenance for functions and
fields used throughout the program. We will show
one function, the Employee / User on the next few
slides.
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Current Active Employee List, note the checkbox
to indicate the individual is a Volunteer. Click
Employee Add to add a new employee or volunteer,
click the Employee Detail to edit information on
an employee. Note the ability to track training
records.
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Employee/Volunteer Detail Form-NOTE, assigning a
user name allows the Employee/Volunteer to use
the program. Their initial password will be
password
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Employee Permissions Form
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The Master Contact Form (Click Master Contact
List from the Main Menu)-One table for all
contacts be they members or non members or
something other than a person or business
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The Inventory form. Note checkbox that indicates
whether the item is a sale item. Many functions
available here. Selecting a record, then
clicking item detail shows many fields that can
be utilized for excellent inventory control.
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The Inventory Item Detail Form
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From the main menu, Log all inquiries to the
Organization by clicking the Add new Entry, You
can also generate a report by date range for all
inquires or by Type. Note the charting reports on
the bottom, an example is shown in the next slide.
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Inquiry Counts the Past 12 Months
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Create and Assign tasks by Event, Equipment,
Location, Board or Committee or a General
Project. Create Preventive Maintenance Tasks
(i.e. Copier Maintenance every 6 months) and
automatically create the tasks when they are due.
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The New Task Entry Form
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The task detail form, used to close and record
information about the task such as hours and costs
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The Equipment Master List. Note you can
automatically create a repair task with the click
of a button.
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The Equipment Detail Form. Also where you view
and assign spares and Preventive Maintenance
Tasks. A location can also be treated as an item
of equipment
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This Concludes the Slide Show for Association
Manager

• Thank-you for watching the show and hope you can
  see the value Association Manager can bring to
  your organization.
• If you are interested in our free trial offer or
  purchasing Association Manager you may contact
  Ron Oimoen at 800-457-9326 info_at_pstcorp.com
  Ron_at_pstcorp.com
• Call us for a free demo and references!