The remittance is a controlled intake
Finance & Dues takes the employer submission, validates member rows, reconciles the payment, and applies approved dues to People. Exceptions stay visible.
By Role
Secretary-Treasurer / Financial Secretary
Receive the remittance, apply it to the member, and walk into the meeting with a dues position you can open if someone asks for the file.
Union Software is built for the collective bargaining economy — the local, the unit, the hall, the board — not for an employer HR stack. For this office the value is union revenue with a trail: remittance, member ledger, standing, per capita, and the pack.
How the week runs in the software
Finance & Dues holds remittances, exceptions, and the period reports. People carries the standing those remittances produce. Trustees and Voting read the same standing.
The software answers which rows applied, who is current, what per capita sits on, and what Trustees can open. Standing is not rebuilt the night before the meeting.
How Union Software helps
Good standing is a field, not a side list
People carries status and standing from the dues you applied. Voting and the hall can use the same record.
The overview is the meeting opener
Cash, dues receivable, payables, and the work queue sit in one finance overview — not a monthly workbook built from exports.
Approvals leave a trail
Expenses, lost-time related bills, and cheque runs keep the receipt, the coder, and the reviewer.
Trustees get the record you already work
Reports and the finance history are the pack. You do not retype the quarter.
Employer remittance / checkoff
The monthly file arrived. Three employee numbers do not match. The bank amount is right. You will not apply a clean total over dirty rows.
Open the remittance: employer, period, received date, total, reference.
Validate member allocations against current People records — matches, missing numbers, rate exceptions.
Reconcile the bank amount to the validated rows; leave exceptions open.
Apply the approved dues to the member records and keep the exception list for follow-up.
Search Finance
ACFinanceRemittance PortalRecord employer remittances and apply them to member dues invoices.
New Employer Remittance
Member Allocations
Darius Williams$62.00
Sarah Patel$62.00
Jordan Lee$58.00
Miguel Santos$58.00How the software handles it
Applied remittance to standing
Finance & Dues applies after validation. People carries standing.
- Validate the file.
- Apply to People.
- Keep exceptions on the member line.
- Let Voting and the hall read that standing.
Period count for per capita
The report uses the same applied records.
- Close the period.
- Read the count.
- Keep member lines behind it.
- Do not keep a second total.
Trustee view on the same ledgers
Trustees open Finance & Dues period reports and approvals.
- Open the period overview.
- Attach the reports you already keep.
- Keep receipts on those records.
- Let Trustees walk that trail.
Lost time on payment and member
Finance & Dues holds the payment. People holds the member.
- Record the approved payment.
- Keep the approval trail.
- Tie it to the member.
- Include it in the period report.
Relevant products
Finance & Dues
remittance, dues, ledgers, approvals, funds, the overview you walk.
People
member ledger, initiation, status, good standing.
Advanced Reports
membership and finance views for the meeting and Trustees.
Voting
eligibility that uses the standing you posted.
Hiring Hall
hours and standing the hall will ask about before a call.
Strike
strike-pay hours that must meet the same controlled money trail.
Communications
arrears or remittance notices to the people in People.
Operationally ready
This is not a promise that software files your LM-2 or bonds the officers. It is a promise that the dues story you sign is the same story in People.
Get StartedQuestions they actually ask
How does a remittance become standing?
Finance & Dues applies only after you validate. People then carries that standing. Voting and the hall read it.
Does the product file LM-2?
No. Use Finance & Dues and Advanced Reports as the records those filings draw from.
Who can see a member line?
Finance roles see ledgers. Leadership can see position and counts. Access is role-based.
How do Trustees review without a second book?
They open the same period overview, approvals, and reports in Finance & Dues.
Where do initiation and assessments sit?
On the member in People and the money in Finance & Dues, the same trail as regular dues.