Difference between revisions of "Treasurer Procedures Day One"

From Pumping Station: One Wiki
Jump to: navigation, 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 19:24, 18 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