When to use it
You normally don't have to do anything — DuesSync auto-advances each year on its start date. Use this page when you want to verify the rollover happened, advance early (within the 60-day window) to test the new year, or recover if the automatic run was missed. Set your dues rates first at Dues → Rates so the new cycle has the correct amounts.
Step by step
- Open Settings → Year Advancement. You'll see two cards: Financial Year (Jan–Dec, drives Dues) and Columbian Year (Jul–Jun, drives compliance, programs, budget, Star Council). They advance independently.
- Each card shows the Current → Next year, when it auto-advances, and when it last advanced. A green Advanced ✓ pill means it's already moved for the upcoming period; an amber Stale pill flags one that should have advanced but hasn't.
- To advance manually, click Advance to [next year]. This is only enabled inside the 60-day window before the start date.
- A preview appears listing exactly what will change (rates roll forward, billing statuses reset, etc.). Review it carefully.
- Click Confirm advance to [year]. When it finishes you'll see a per-subsystem result summary, with any failures called out.
- To check rate rollover, also visit Dues → Rates: if a future cycle is staged but not yet activated, an amber banner previews how many members roll to current, first notice, and waived, with a link back to advance the year.
Tips & gotchas
- Advancing cannot be undone — read the preview before confirming.
- Only the Financial Secretary can advance; impersonating super-admins and other roles see view-only.
- Auto-advance fires on Jan 1 (Financial Year) / Jul 1 (Columbian Year), Eastern time. If cron runs successfully, no action is needed.
- On rollover, paid members become current, unpaid become first notice, and waived stay current; suspended/affiliated members don't get a new billing row.
Related
- See also cost-calculator
- See also online-payments