Difference between revisions of "Board Meeting"
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| Line 3: | Line 3: | ||
* Frequency: Weekly | * Frequency: Weekly | ||
| − | *Google Drive->Folder: PS1->Folder-><current year> | + | * Google Drive->Folder: PS1->Folder-><current year> |
| − | ** | + | ** Edit "<current year> Monthly Financials" document |
| + | *** From online banking: set Savings, Paypal, Checking and Pex balances | ||
| + | *** From Quickbooks: run reports for reconciled transactions for each area from first of month to yesterday | ||
[[Category:Admin]] | [[Category:Admin]] | ||
Revision as of 21:49, 22 September 2015
Financial Report
- Frequency: Weekly
- Google Drive->Folder: PS1->Folder-><current year>
- Edit "<current year> Monthly Financials" document
- From online banking: set Savings, Paypal, Checking and Pex balances
- From Quickbooks: run reports for reconciled transactions for each area from first of month to yesterday
- Edit "<current year> Monthly Financials" document