Difference between revisions of "Treasurer Procedures Day One"
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(Created page with "Thing to do on the first day of the job. Get access to passwords. lastpass - should have all the passwords, but some things aren't those things. PEX Paypal Chase - The p...") |
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Chase - The previous and new treasurer go into the branch and light candles. Go to the business section and ask to switch admins. | Chase - The previous and new treasurer go into the branch and light candles. Go to the business section and ask to switch admins. | ||
| − | checkbook | + | You will get a PS1 Chase card for paying for things. That account get added to quickbooks. |
| + | |||
| + | get the old chase checkbook of paying other things. | ||
| + | |||
| + | Get a copy (digital or paper) of all the records, because the new account doesn't have access to the old account. | ||
| + | |||
keys to the safe | keys to the safe | ||
Revision as of 01:24, 19 December 2019
Thing to do on the first day of the job.
Get access to passwords.
lastpass - should have all the passwords, but some things aren't those things.
PEX Paypal
Chase - The previous and new treasurer go into the branch and light candles. Go to the business section and ask to switch admins.
You will get a PS1 Chase card for paying for things. That account get added to quickbooks.
get the old chase checkbook of paying other things.
Get a copy (digital or paper) of all the records, because the new account doesn't have access to the old account.
keys to the safe