The Priority Payment Minute can be generated from the Reports screen.
This minute is prepared to indicate the benefit payment priority where the member is taking out more than the required minimum.
How to prepare
|From the Main Toolbar, go to Reports
1. On the left-hand side of the Reports screen, use the search bar to search for the Priority Payment Minute. Alternatively, locate the report under Letters/Minutes.
2. In the Search Result Reports section, select the green arrow to add the report to your Report Pack List.
3. Once the report has been added, select Settings (to the right of the report).
The Priority Payment Minute screen will appear:
|The date of the document prepared.
|Select any trustees that were unable to attend the meeting.
|Select the member the minutes is being prepared for.
|Select the chairperson (trustee) signing the document.
4. Select SAVE.
Select Download PDF or Download Word . The Minute can also form part of a Report Pack. Refer to Reports.