Category:Board Meetings: Difference between revisions
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*Board meeting page skeleton: [[Blank Board Meeting Minutes]] | *Board meeting page skeleton: [[Blank Board Meeting Minutes]] | ||
== 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]] | ||
