Difference between revisions of "Treasurer Procedures Day One"

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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.
  
PEX
+
PEX - log in, 2fa to the old account
 +
 
 +
 
 
Paypal  
 
Paypal  
  

Revision as of 21:05, 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. - lastpass.com will want to verify device, so have the old person's phone handy.

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 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

FreshDesk - use treasurer@pumpingstationone.org and the pw in lastpass. Admin, Agents, treasurer, Edit

Quickbooks - more 2fa nonsense.