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→Handling Cash Payments
* Online banking
* Online banking
* PEX Cards
* PEX Cards
== Annual Report ==
== Annual Report ==
All cash payments are to be deposited in the dropbox in the safe; it's currently mounted on the wall. On the envelope should be their name and the date of the deposit.
All cash payments are to be deposited in the dropbox in the safe; it's currently mounted on the wall. On the envelope should be their name and the date of the deposit.
'''Members should be informed that cash payments can take a while to be processed and that they really should pay with paypal if possible'''
'''Members should be informed that cash payments can take a while to be processed and that they really establish recurring payments through the member management system - [[Wild Apricot]] and [[Stripe]].'''
==== Processing the Payments ====
==== Processing the Payments ====
For each cash payment, update the member's record in not zoho.
For each cash payment, update the member's record in Wild Apricot.
NOTE INSTRUCTIONS WERE FOR ZOHO, NOT WILD APRICOT, VERY OUTDATED
* Set their membership level to their payment amount (if applicable.)
* Set their membership level to their payment amount (if applicable.)
== Running Votes ==
== Running Votes ==
Most of the business conducted by PS:1 is decided by member votes. The burden of most of the record keeping is on the secretary.
Most of the business conducted by PS:1 is decided by member votes. Running votes is the responsibility of the Secretary.
* A new vote should go here: [[2017 Votes]] (or the equivalent page for the current year)
* A new vote should go here: [[2017 Votes]] (or the equivalent page for the current year)
** Don't forget to change the dates in the email subject line!
** Don't forget to change the dates in the email subject line!
* In addition to a proxy statement announcement, it's helpful to send out a reminder email the day before proxies are due.
* In addition to a proxy statement announcement, it's helpful to send out a reminder email the day before proxies are due.
* Proxies are sent to the votes@ account. Try to check this account before the deadline for proxy votes; if a proxy is incorrectly completed, you can let people know that they can re-send a proxy.
* Proxies are sent to the votes@ account. (Credentials in LastPass) Try to check this account before the deadline for proxy votes; if a proxy is incorrectly completed, you can let people know that they can re-send a proxy.
* Copy one of the spreadsheets in the Google Drive to track proxy votes. There's also a space there to track who voted in person and vote totals.
* Copy one of the spreadsheets in the Google Drive to track proxy votes. There's also a space there to track who voted in person and vote totals.
* At the meeting for the in-person vote, have all full members sign in on a [[https://drive.google.com/open?id=0ByyGnsLiSGNWRkhnLU1YY2J3WjQ Vote Roll Call Sheet]]
* At the meeting for the in-person vote, have all full members sign in on a [[https://drive.google.com/open?id=0ByyGnsLiSGNWRkhnLU1YY2J3WjQ Vote Roll Call Sheet]]
** Record which members are present for the vote.
** Record which members are present for the vote.
* Once the voting is done, update [[2017 Votes]] as well as the votes page. I also generally note whether a vote passed in the minutes and on the vote page. Mailing list announcement also isn't a bad idea.
* Once the voting is done, update [[2017 Votes]] as well as the votes page. I also generally note whether a vote passed in the minutes and on the vote page. Mailing list announcement also isn't a bad idea.
== Task Management ==
== Task Management ==