These instructions apply to a local that has never used the Finances Module only.
Attend a groupable secretary Finances training (2023 Live Groupable Training Schedule)
- Set up chart of accounts
- Record all payments received back to beginning of current fiscal period/year
- Set up and assign dues member types
- Set up dues outstanding balances
- Set up Groupable Payments (if OLP enabled)
- Send dues reminders
- Record all expense authorizations back to beginning of the current fiscal period/year
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