New Organizations: Secretary Finances Onboarding

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)

1. Set up chart of accounts
2. Record all payments received back to beginning of current fiscal period/year
3. Set up and assign dues member types
4. Set up dues outstanding balances
5. Set up Groupable Payments (if OLP enabled)
6. Send dues reminders
7. Record all expense authorizations back to beginning of the current fiscal period/year
8.