Difference between revisions of "Board Meeting"
Jump to navigation
Jump to search
| Line 8: | Line 8: | ||
*** From Pex: [[Quickbooks#PEX Reconciliation|export]] transactions to Quickbooks (this process updates the Pex balance in Quickbooks) | *** From Pex: [[Quickbooks#PEX Reconciliation|export]] transactions to Quickbooks (this process updates the Pex balance in Quickbooks) | ||
*** From Quickbooks: run reports for reconciled transactions for each area from first of month to yesterday | *** From Quickbooks: run reports for reconciled transactions for each area from first of month to yesterday | ||
| + | |||
| + | == Insurance == | ||
| + | * Notify insurer when membership totals hit 25 member breakpoints. | ||
[[Category:Admin]] | [[Category:Admin]] | ||
Revision as of 01:44, 18 November 2015
Financial Report
- Frequency: Weekly
- Google Drive->Folder: PS1->Folder-><current year>
- Edit "<current year> Monthly Financials" document
Insurance
- Notify insurer when membership totals hit 25 member breakpoints.