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]]
*[[Reimbursing purchases to pay dues]]
*[[Gift Certificates]]


=Procedures for Collecting Dues=
=Procedures for Collecting Dues=
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=Shared Responsibilities=
=Shared Responsibilities=
===Shared Responsibilities===
*[[New Member To Do]] - This is the procedure to cover the steps required when a new member joins Knox Makers.
*[[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.
*[[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

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.