Treasurer's Procedures: Difference between revisions
Jump to navigation
Jump to search
| (17 intermediate revisions by 3 users not shown) | |||
| Line 1: | Line 1: | ||
=Procedures for Maintaining Financial Records= | =Procedures for Maintaining Financial Records in Quickbooks= | ||
*[[ | ==Creating and Deactivating Members== | ||
*[[ | *[[Add_New_Member_in_QBO]] | ||
*[[Add_New_Recurring_Payment_to_Member]] | |||
*[[Deactivate_Member]] | |||
==Managing and Updating Transactions== | |||
*[[Add_a_One-time_Payment_to_a_Member]] | |||
*[[Matching Member Payments in the PayPal import]] | |||
*[[Reimbursing purchases to pay dues]] | |||
*[[Gift Certificates]] | |||
=Procedures for Collecting Dues= | =Procedures for Collecting Dues= | ||
*[[Procedure for Collecting Cash Dues]] | *[[Procedure for Collecting Cash Dues]] | ||
*[[Receive Payment Against Member Credit]] | |||
=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= | |||
*[[Procedure for Collections for Named Budgets]] | |||
=Procedures for Donations= | =Procedures for Donations= | ||
| Line 14: | Line 31: | ||
=Procedures for Reporting Financial Performance= | =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]] | |||
=Shared Responsibilities= | |||
*[[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. | |||
Latest revision as of 01:48, 4 February 2023
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
- Reimbursing purchases to pay dues
- Gift Certificates
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.