How dues status controls membership (Reconcile dues)

What this is

Member Directory is where an association HQ manages its roster of member companies. Underneath the roster sits a dues-sync engine: it reads the dues status you last imported for each matched member and uses it to decide, automatically, whether that member keeps its association membership and RIA badge on Verinode. The Reconcile dues button runs that engine on demand. The same logic also runs automatically every time you import a fresh roster file, so a routine roster upload is usually enough on its own, Reconcile dues exists for the moments you want to force a re-check without waiting on a new file (for example, right after you fix a dues status by hand, or when you just want to confirm nothing has drifted).

This is the mechanism that keeps association membership honest over time. A company doesn't become an RIA member because someone clicked a button once, it stays a member only for as long as your own roster says its dues are current. Let its dues lapse in your roster, and Verinode quietly removes that company's membership and badge. Bring the dues back to current, and the next reconcile restores both. No one on your team has to remember to go revoke or re-grant anything by hand.

Where to find it

Open Member Directory from the HQ sidebar (the same icon used for your franchisee list) at hq.verinode.ai/members. The Reconcile dues button sits in the Import Roster section, next to the Choose CSV control. Every HQ user in your organization can view the page; running Reconcile dues, importing a roster, and approving or rejecting claims are all admin-only actions.

The reconciled membership model, in order

Member Directory exists because Verinode never lets an operator grant themselves association membership. The whole flow runs in four steps:

1. An operator self-declares. From their own account, an operator can state that they belong to your association and enter their member number or contact email. This creates a pending request. It grants them nothing on its own.
2. You import your authoritative roster. You upload a CSV of your real member list, including each row's current dues status. This is the only source Verinode trusts for who is actually a paying member and whether their dues are current.
3. You review and approve the match. Verinode compares pending self-declarations against your roster and proposes candidates in the Verification Queue. You approve a specific match, and only then does Verinode turn on that company's membership and RIA badge, and only if your roster shows their dues as current.
4. Dues sync keeps it honest going forward. Every roster import, and every manual click of Reconcile dues, re-checks every already-approved member against the dues status your roster currently shows. Lapse, and membership plus badge come off. Renew, and they go back on.

This article covers step 4 in depth. The stats row, roster import, and Verification Queue are also documented below since Reconcile dues sits among them on the same page.

The stats row

Four tiles run across the top of the page:

• Members, the total row count on your roster. Reads "Import your roster to begin" underneath when your roster is empty, or "On the roster" once you have members.
• Dues Current, the percentage of your roster whose dues status is current, with a subline showing the raw count, for example "38 of 45 current."
• On Platform, the percentage of your roster that has been matched to a verified operator account on Verinode, with a subline like "31 verified on Verinode."
• Pending Review, the count of self-declared claims waiting in your Verification Queue. Reads "Queue is clear" when there is nothing waiting, or "Awaiting your verification" when there is.

These four numbers come entirely from your own roster and your own claims, not from any other association's data.

Import Roster and Reconcile dues

The Import Roster section explains the CSV format expected: columns for member_number, company_name, contact_email, city, state, dues_status, and renewal_date. Re-importing updates existing members by member number, so the normal workflow is to re-export your association management system's roster on whatever cadence you renew dues (monthly, quarterly) and drop the same file back in.

1. 1Click Choose CSV and select your roster export. The button reads "Importing…" while it processes.
2. 2Rows are added or updated. A row with a member number updates the existing roster entry for that member number; a row with no member number is always added as a new entry rather than matched against an existing one, so leaving member numbers blank on a re-import can create duplicates.
3. 3Immediately after the import finishes, dues sync runs automatically across every already-approved member in your roster, not just the rows you just uploaded.
4. 4A confirmation line appears: "Imported N members." If the sync activated or revoked anyone as a result of this import, it adds: "Dues sync: X activated, Y revoked." That second sentence only appears when at least one membership actually changed state, a routine import where nobody's status moved shows just the import count.

Next to Choose CSV sits the Reconcile dues button. Click it any time you want to force the same sync without importing a new file, for example after manually correcting one row's dues status. While it runs the button reads "Reconciling…". When it finishes, a confirmation line reports the outcome: "Dues reconciled: X activated, Y revoked." Both numbers are always shown here, even when both are zero, since you clicked the button explicitly and are asking for a status check rather than reporting the side effect of an import.

How lapsing dues revoke membership

When a reconcile pass (automatic after import, or manual via the button) finds an approved member whose roster row no longer shows current dues, it does two things to that company at once:

• Removes their association membership. The company drops out of your association's benchmark cohort. They stop being counted among your verified members and lose access to the peer benchmarks and network intelligence that came with the membership.
• Revokes their RIA badge. The badge that marked them as a verified association member is removed from their account.

Both changes take effect the moment the sync runs, no grace period, no separate confirmation step. The member's own dashboards, their Benchmarks page, their Settings, and their feed all reflect the change as soon as they next load. The company still appears on your Roster list below (import history is never deleted), it simply shows a dues status other than current and no longer carries the "On Verinode" verified tag's membership privileges.

This is exactly why the dues status you upload matters: it is the single field driving whether a real company keeps its real membership benefits. A dues_status of lapsed or grace in your CSV, or a blank value that lands as unknown, all revoke on the next sync, only current keeps a member active.

How returning to current restores membership

The reverse runs the same way. If a reconcile pass finds a previously-revoked (or newly current) member whose roster row now shows current dues, it restores both pieces at once:

• Reactivates their association membership, putting the company back into the benchmark cohort.
• Re-grants the RIA badge.

This is fully automatic and requires no re-approval from you. Once a claim has been matched once through the Verification Queue, its dues status alone controls membership from then on, lapsing and renewing can happen any number of times and the sync will track it correctly each time without you touching the Verification Queue again.

Activated and revoked counts

Every reconcile pass, whether triggered by an import or by the Reconcile dues button, reports exactly two numbers back to you: how many members were activated and how many were revoked in that single pass. These counts only include members whose status actually changed as a result of that pass, a member who was already current and stays current is not counted, and neither is a member who was already revoked and stays that way. If nothing changed, both numbers are zero and, for the manual button, the message still confirms that plainly ("Dues reconciled: 0 activated, 0 revoked").

Verification Queue

Below Import Roster, the Verification Queue lists operators who self-declared association membership and whose details matched a row on your roster. Each row shows:

• The matched company name from your roster.
• The match reason: "Member number match" or "Email match," plus the roster member number if one exists, for example "Member number match · #4471."
• If the roster row's dues are not current, the row also appends " · dues not current."

Two buttons sit on the right: Approve and Reject. Approve is disabled whenever the matched roster row's dues are not current, you cannot activate a membership against a lapsed member even manually, the same dues-current requirement that governs ongoing sync also gates the very first approval. Approving shows "Approved [Company]. Membership + RIA badge activated." and removes the row from the queue. Rejecting removes the claim from the queue with no further message; a rejected claim does not create a roster match and can be re-declared later if it was a mistake.

Empty state: when nothing is waiting, the queue reads: "No members are waiting for verification. New requests appear here as operators declare membership."

Roster

The Roster list at the bottom of the page shows every company on your imported roster, sorted alphabetically. Each row shows:

• Company name, with an "On Verinode" tag appended when that company has been matched to a verified operator account.
• Member number (as "#4471") and city/state, or "No member number" if neither is available.
• Dues status on the right, colored by state: Dues current (green), Lapsed (red), In grace (amber), or Unknown (gray).
• A renewal date line ("Renews 2026-09-01") when your import included one for that row.

Empty state: "Your roster is empty. Import a CSV above and members will appear here."

The privacy boundary

Everything on this page comes from data your association controls: the roster file you uploaded and the claims your members submitted about their own membership status. Verinode does not use this page, or the dues-sync engine behind it, to look into an individual member's private business operations. The "On Verinode" flag tells you a company has a verified account and lets you manage its association membership, it is not a window into that company's jobs, margins, clients, or any other operator-owned data. Approving a match and running dues sync are membership decisions your association makes based on your own dues records, Verinode's role is to apply that decision consistently and reflect it back to the member's own account, not to originate it.

Related reading

• HQ overview for how Member Directory fits alongside the rest of the HQ shell.
• HQ compliance for tracking renewal and compliance status across your network more broadly.
• Broadcasting to your network for reaching members directly, for example to warn a group before their dues lapse.

Data sources