Pension Billing - Getting Started

 

1.          Go to the Control Table Information page and set up your Control Table Items such as Conference Relationship, District, Ethnicity, Position, and Special Appointment. These fields are used on the following pages.

Appointee Information filter and Appointee Information Report

Position

 Appointee Information page

Conference Relationship

Special Appointment

Ethnicity

Position

District

 Charge Information filter, Charge Information page, and Charge Listing report

District

 Organization Information filter and Organization Listing report

District

 Organization Information page

Ethnicity

Appointments Tab - Position, District

2.          Then setup the Charges on the Charge Information page.

3.          Setup Organizations on the Organization Information page.

4.          Setup Pension Plans on the Pension Plan Information page.

5.           Setup your Appointee on the Appointee Information page.

 

Reference

 

The image below shows the relationship of the Districts, Charges (or Churches/Organizations), Organizations, and Appointees.