Treasurer's Procedures: Difference between revisions
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*[[Add_a_One-time_Payment_to_a_Member]] | *[[Add_a_One-time_Payment_to_a_Member]] | ||
*[[Matching Member Payments in the PayPal import]] | *[[Matching Member Payments in the PayPal import]] | ||
*[[Using purchases to pay back dues]] | |||
=Procedures for Collecting Dues= | =Procedures for Collecting Dues= | ||
Revision as of 12:32, 26 January 2019
Procedures for Maintaining Financial Records in Quickbooks
Creating and Deactivating Members
Managing and Updating Transactions
- Add_a_One-time_Payment_to_a_Member
- Matching Member Payments in the PayPal import
- Using purchases to pay back dues
Procedures for Collecting Dues
Procedures for Class Payments
- Procedure for matching a class payment in PayPal - member ticket
- Procedure for matching a class payment in PayPal - non-member ticket
- Procedure for paying instructor
- Procedure for issuing a refund
Procedures for Non-dues Collections
Procedures for Donations
Procedures for Annual IRS Notification
Procedures for Making Payments
Procedures for Reporting Financial Performance
Procedures for Treasurer Transition
- Procedure for Updating Authorized Users of the Bank Account
- Procedure for Updating Financial Account Passwords
- Procedure for Updating Authorized Users For Sam's Club Membership
- New Member To Do - This is the procedure to cover the steps required when a new member joins Knox Makers.
- When a Member Leaves - This is the procedure to cover the steps required when a member leaves Knox Makers.