Finances 2.0
Information on managing Income (Payments) and Expenses (Disbursement Authorizations) for your local group. Newly revamped and released in September 2021.
- Recording Member & Non-Member Payments
- Setting up Your Local Group's Chart of Accounts
- Entering Disbursement Authorizations (previously known as Vouchers)
- How to Remove a Payment from a Deposit
- How to Undo a Deposit in groupable|m2
- Dues Payments and Budget Year (FAQ)
- Untransferred Funds / Cash To Treasurer
- Accepting Online Credit Card Payments
- Correcting Dues Owed
- Fresh Start (how to clear up historical financial records and chart of accounts)
- What is a Financial Control System, and Why Does a Nonprofit Charitable Group Require a Financial Control System?
- How do I record .... "pass the hat", "Silver Drill", or other cash donations?
- How do I accept income from Non-Members?
- End of Year
- Reverse and Recreate Officer Funds Transfer