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Line 10:
Line 10: − * Hef will be sending the rest of the statements to Noony. There are a lot of statements already prepared on an rt ticket, but earlier months are missing. ('''Hef''') Line 24:
Line 23: − * Everett and I have an appointment on Friday with chase to figure out the laser loan account. ('''Everett & Bry''')+ − * We'll ask:+ − ** Start paper statements back up for all accounts. We'll have to order from the records department, in which our chase guy is getting quotes for now. − ** Add Bry to the account. Pre-requirement is Derek's step (below). − *** Derek needs to go to a chase bank and "preauthorize" Bry to be added to the ps1 bank account. I'll sign the paperwork later and at a separate branch. You shouldn't need anything besides an id and my name (I should be in their system). You would be adding me as a normal person, and not the president. ('''Derek''') − ** Either get online access to loan or statements. − *** Getting online access is complicated. Apparently, there is a personal guarantor on chase loans/credit. This person for our laser loan is Anne Peterson. According to our chase guy, we would have to pretty much "reapply" for the loan. I'm going to recommend that we budget for paying this off next year. − *** We may be able to turn on paper statements in the future, though. Line 47:
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no edit summary
== Paypal ==
== Paypal ==
* We need to fix the paypal register by getting the transactions in. Paypal does export quickbooks format, maybe we could use that. ('''Bry''')
* We need to fix the paypal register by getting the transactions in. Paypal does export quickbooks format, maybe we could use that. ('''Bry''')
** Would need to figure out what to do with member dues. Should we try to consolidate? Should we just leave it as is? -- Bry
** Would need to figure out what to do with member dues. Should we try to consolidate? Should we just leave it as is? -- Bry
== Loan account ==
== Loan account ==
* Add Bry to the account. Pre-requirement is Derek's step (below).
** Derek needs to go to a chase bank and "preauthorize" Bry to be added to the ps1 bank account. I'll sign the paperwork later and at a separate branch. You shouldn't need anything besides an id and my name (I should be in their system). You would be adding me as a normal person, and not the president. ('''Derek''')
== Done ==
== Done ==
* In checking: Everything for the years 2009-2012 has a department. So, done with this part!
* In checking: Everything for the years 2009-2012 has a department. So, done with this part!
=== Paypal ===
* Hef will be sending the rest of the statements to Noony. There are a lot of statements already prepared on an rt ticket, but earlier months are missing. ('''Hef''')
=== Loan account ===
* Everett and I have an appointment on Friday with chase to figure out the laser loan account. ('''Everett & Bry''')
* We'll ask:
** Start paper statements back up for all accounts. We'll have to order from the records department, in which our chase guy is getting quotes for now.
** Either get online access to loan or statements.
*** Getting online access is complicated. Apparently, there is a personal guarantor on chase loans/credit. This person for our laser loan is Anne Peterson. According to our chase guy, we would have to pretty much "reapply" for the loan. I'm going to recommend that we budget for paying this off next year.
*** We may be able to turn on paper statements in the future, though.