Effective obligations and schedules
Publish independently reviewed employer/unit arrangements, retained evidence, aliases, reporting cadences and report/payment deadlines. Track occurrences, nil declarations and typed exceptions.
Dues management
Follow dues from obligation to reconciliation.
Connect check-off arrangements, schedules, rate plans, follow-up, standing, distribution, accounting and year-end work without mixing reported deductions with received money.
UnionStack shown with fictional demonstration records.
Operational outcomes
What this changes for the team.
See how this part of UnionStack helps your team organize the work and follow through.
Explain expected dues and rate changes
Use reviewed flat, percentage or hourly CAD formulas, effective dates, component exceptions, leave facts and tolerance. Preview old/new rates and prepare reviewed rate-change notices.
Follow missing reports and coverage gaps
Prioritize missing or late remittances, unresolved receipts and incomplete submissions. Assign or snooze follow-up and retain evidence of late completion.
Separate postings, cash and standing
Keep immutable dues postings, corrections and cash settlements. Review expected withholding separately from employer cash and member standing; missing evidence remains unknown rather than becoming member debt.
Distribute with reviewed rules
Prepare independently approved local and national aggregate attribution statements from posted ledger evidence, with linked correction revisions. Attribution does not claim a payment.
Control accounting periods and year-end
Release balanced journal CSVs under reviewed account mappings, record external import outcomes and close periods. Reconcile year-end controls before separately approving and issuing policy-authorized statements or receipts.
Review the full rate-change impact
Run a complete affected-population impact preview before independent publication. Unposted work returns for recalculation; posted history produces review candidates rather than automatic financial corrections.
Connected workflow
Follow the work through its record.
The exact configuration varies by tenant, but the accountable sequence remains visible.
Configure obligations
Independently publish arrangements, schedules, rates and required policies.
Review the evidence
Check submission completeness, expected dues and exceptions before posting.
Reconcile and retain
Record money received separately, resolve follow-up and preserve accounting and year-end decisions.
Inside Dues management
See the connected details.
Explore these workflows in the current interface, shown with fictional demonstration records. Open a screenshot to inspect it at full size.
UnionStack shown with fictional demonstration records.
UnionStack shown with fictional demonstration records.
UnionStack shown with fictional demonstration records.
UnionStack shown with fictional demonstration records.
UnionStack shown with fictional demonstration records.
Fictional attribution statements shown. Attribution is separate from payment.
Fictional export shown awaiting external import acknowledgement. Release does not establish a successful accounting-system import.
Fictional year-end work shown. Policies and independent approval govern eligibility and issuance; no document was issued for this capture.
UnionStack shown with fictional demonstration records.
UnionStack shown with fictional demonstration records.
Try a complete workflow
Explain a reported deduction and a partial payment.
Demonstration scenario · Fictional records
Use a fictional employer submission with one corrected deduction and a payment that covers only part of the reported amount. Ask Finance to explain each difference from its source evidence before relying on a summary balance.
Review the reported obligation
Check the arrangement, reporting period, applicable rate and source rows. Resolve exceptions through the authorized review path and retain the posting and correction history.
Reconcile received money separately
Identify the bank or receipt evidence and the amount allocated to posted deductions. Leave the unmatched portion visible. An employer-reported deduction does not establish that the union received the corresponding cash.
Check the audience’s explanation
Compare the staff review, the delegated employer statement and the eligible member’s check-off history. Verify coverage and standing policy requirements without turning missing evidence into personal debt.
Evidence to review together
- Finance can trace the correction without overwriting the original posting.
- Reported deductions, received money and allocations remain distinguishable.
- Accounting and year-end outputs are reviewed within their documented scope.
Boundaries
What evaluators should keep in view.
- Published policies, effective dates, independent approvals and current source access govern each financial action.
- Accounting exports use a neutral CSV adapter and manual acknowledgement. Year-end issuance does not include automatic member or employer delivery.
- The dues position view shows current-restated CAD evidence and coverage uncertainty; it does not establish recognized revenue or allocate unassigned cash.
- Expected-dues calculations require authoritative pay-period and pay-run identities. Unsupported or incomplete runs remain indeterminate rather than becoming an invented expected amount.
Next step
Evaluate Dues management with your own workflow.
Try a real workflow with the 30-day trial, or request a guided walkthrough with UnionStack.
Credit card required. Automatic billing after 30 days.