Difference between revisions of "Treasurer Procedures Day One"
Jump to navigation
Jump to search
(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...") |
m |
||
Line 11: | Line 11: | ||
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