Board Meeting: Difference between revisions
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*** From Pex: [[Quickbooks#PEX Reconciliation|export]] transactions to Quickbooks (this process updates the Pex balance in Quickbooks) | *** 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 | *** 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:Admin]] | ||
