Release Notes

Accounting Updates
Online Payment for Lodge/Chapter Event Registration
Members can sign up and pay for events online.
Payments follow the current dues process: Grand Lodge handles funds, then sends the correct amounts back to lodges.
Requires Grand Lodge/Grand Chapter to register with Grand View merchant.
Manual Adjustment on Accounts
Classify adjustments using predefined Chart of Accounts categories.
Bank Account Management
Add or update: Bank name
Account number
Routing number
Bills Workflow Enhancements
Pay bills from any lodge account.
Bills display corresponding lodge vendor ID.
Generate approval reports for the next stated meeting.
Search function for Chart of Accounts.
Customer number optional when adding vendors.
Reporting & Journals
Trial Balance Report* – snapshot of all debits/credits; PDF/Excel export.
Profit & Loss Statement* – income vs. expenses; PDF/Excel export.
Financial Statement* – consolidated assets, liabilities, equity.
Budget Report – actual vs. budget figures; PDF/Excel export.
Treasurer’s Cashbook Printout – printable version for meetings/archival.
Chart of Accounts Overview* – visual/tabular display of account categories.
Journal Entries* – enter up to 10 entries in a batch.
Bank Reconciliation Features
Real-time calculation of deposits/payments.
Detailed view of transactions.
Save as draft for later completion.
Add manual receipts, disbursements, adjustments.
Lock entries upon completion.
Check Printing
Updated layout (Voucher 1-up): improved alignment, date included, check stub descriptions.
Print blank checks for vendors as needed.
Permissions
Lodge/Chapter admins with read-only access can view reports and budgets.
*Note: Cash-basis accounting is the default setup in Grand View. Features marked with * are not available for cash-basis accounting jurisdictions.
Additional System Enhancements
Dispensations
Local lodges/chapters can create dispensation requests based on templates from the Grand Lodge.
Grand Lodge maintains control and updates dispensations via a self-serve model.
Upon submission, the governing body can approve, deny, or request more information through Chatter.
Payments can be facilitated, but if required, a manual invoice will be issued to the requesting lodge.
Scan the QR code below to view the help articles for dispensations

Internal Store & Shopping Cart
Jurisdictions can enable a shopping cart with items available for purchase by members.
Lodge-level users can add supplies and invoice directly to the lodge.
Future support: Will include member payment for purchases directly through the system.
Keystone Integrations
Auto search candidates across all Grand View Grand Lodges for potential matches.
Find all known Grand Lodge and Collateral / Appendant Body memberships of existing members.
Find duplicate member records in your own database.
Share Member Status Updates (Once Dual Memberships Confirmed)
Share Member Contact Info Updates (Once Dual Memberships Confirmed)
Communicate with Sojourning Members in your Jurisdiction