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Treasurer Procedures
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Revision as of 15:34, 11 October 2018
270 bytes added
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15:34, 11 October 2018
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* Create Freshdesk Rule ( Dispatch'r )
* Create Freshdesk Rule ( Dispatch'r )
** Requires admin level access to Freshdesk
** Requires admin level access to Freshdesk
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== Insurance ==
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* Obtaining a Certificate of Insurance
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** see note field in the LastPass entry for insurancefornonprofits.org for instructions
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== New Treasurer Checklist ==
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* Chase Credit Card
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** Change autopay for Insurance: http://secure.insurancefornonprofits.org
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[[Category:Admin]] [[Category:Board Procedures]]
[[Category:Admin]] [[Category:Board Procedures]]
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