Geared toward Secretaries
PART TWO TRAINING: FINANCES 2.0 MANAGEMENT
From Finances 1.0 to 2.0
Overview: What is a Financial Controls System?
Manage the Financial Chart of Accounts
First Time Dues Set Up
Set Up New Dues Year
Charitable Donation Solicitation
Record Member and Non-Member Payments
Where to get instructions to set up Groupable Payments (credit cards)
Edit Dues/Bulk Edit Dues
Record a Fund Transfer (Cash to Treasurer)
- Use the How To playlist to introduce you to the system before training, and to reinforce the materials taught in this training and refresh on any tasks in real time while you are using the system.
This meeting is hosted one Saturday a month from 10 a.m. - 11:30a.m. EST.
Attendees can participate once or multiple times. The same core topics will be covered at each PART TWO session.
We look forward to seeing you Live!