Difference between revisions of "Treasurer Procedures Day One"
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Get access to passwords. | Get access to passwords. | ||
| − | lastpass - should have all the passwords, but some things aren't those things. - lastpass.com will want to verify device, so have the old person's phone handy. | + | lastpass - should have all the passwords, but some things aren't those things. - lastpass.com will want to verify device, so have the old person's phone handy. Every 365 days Lastpass wants a new password. We just changed it Feb 4 2020, so be ready. |
PEX - log in, 2fa to the old account | PEX - log in, 2fa to the old account | ||
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You will get a PS1 Chase card for paying for things. That account get added to quickbooks. | You will get a PS1 Chase card for paying for things. That account get added to quickbooks. | ||
| − | get the old chase checkbook | + | get the old chase checkbook for 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. | Get a copy (digital or paper) of all the records, because the new account doesn't have access to the old account. | ||
Revision as of 20:47, 4 February 2020
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. - lastpass.com will want to verify device, so have the old person's phone handy. Every 365 days Lastpass wants a new password. We just changed it Feb 4 2020, so be ready.
PEX - log in, 2fa to the old account
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 for 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
FreshDesk - use [email protected] and the pw in lastpass. Admin, Agents, treasurer, Edit
Quickbooks - more 2fa nonsense.
The other Days
PEX, once a month, top off pex from Chase, top off area hosts, Export to QuickBooks