Changes

Jump to navigation Jump to search
no edit summary
Line 7: Line 7:  
*Board Meetings could follow [[MIBS Rules]]
 
*Board Meetings could follow [[MIBS Rules]]
   −
*Board meeting page skeleton: [[Blank Board Meeting Minutes]]
+
*Board meeting page skeleton: [[Blank Board Meeting Minutes]] <--update this
 +
 
 +
==Notes==
 +
=== Financial Report ===
 +
* Frequency: Weekly
 +
 
 +
* Google Drive->Folder: PS1->Folder-><current year>
 +
** Edit "<current year> Monthly Financials" document
 +
*** From Quickbooks: [[Quickbooks#Update Balances|update]] Savings, Paypal and Checking balances
 +
*** 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
 +
 
 +
=== Insurance ===
 +
* Notify insurer when membership totals hit 25 member breakpoints.
 +
 
 +
[[Category:Admin]]
       
[[Category:Meetings]]
 
[[Category:Meetings]]
293

edits

Cookies help us deliver our services. By using our services, you agree to our use of cookies.

Navigation menu