Clean books. Clear reports. Less late-night paperwork.
Track dues, reconcile the employer’s checkoff against your roster and keep year-end records organized, so the report season starts from clean numbers.
What it does
Dues at a glance
Collected, behind and by department, month by month.
Checkoff reconciliation
The employer’s file compared with your roster, with mismatches flagged.
Member ledger
Search every member’s dues status and history.
Report prep
Receipts and disbursements organized by category for year-end and LM reports.
In the product
Catch checkoff mismatches the day the file arrives.
Missing members, partial deductions and new hires not yet on the roster, flagged for a quick review.
Start LM report season from clean records.
Year-to-date receipts and disbursements, organized by category, with a worksheet your accountant can use.
Help getting ready for LM reports.
Many unions file an annual LM-2, LM-3 or LM-4 report with the U.S. Department of Labor. Union-in-a-Box keeps receipts and disbursements organized through the year, so your officers and your accountant start from clean records.
What it does, and what it doesn’t
- Receipts and disbursements categorized as they happen
- Year-to-date totals any time
- A worksheet export for your accountant
- Monthly summaries for officer meetings
Your officers decide which report to file, and they prepare, sign and file it. Union-in-a-Box is record keeping help, not legal or accounting advice. Check current requirements with the Department of Labor’s Office of Labor-Management Standards.
See it with example data.
Open the secretary-treasurer view in the interactive tour.