Board Meeting: Difference between revisions

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#redirect [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]]
Retrieved from "https://ps1.mywikis.net/wiki/Board_Meeting"
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