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

Procedures for Collecting Dues

Procedures for Class Payments

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

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.