Board Meeting: Difference between revisions

Latest revision as of 17:15, 5 April 2017

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+#REDIRECT [[Category:Board Meetings]]
-== 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]]