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I am trying to find a book on suggested steps for a new treasurer to perform on the Web based accounting software to insure an easy transition between treasurers. I had such a book with the old software on diskette but it was handed over to a new treasurer long ago and has been lost. I could write out the steps but I think it would carry more weight if I had a book to pass on. I want the new treasurer to have a guidline about such things as when do I do the club valuation, how should I handle deposits, other procedure question like that. Is there a book or power point going throug a step by step guideline for a new treasurer?
Bettie Nixon
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Rank: Advanced Member
Posts: 105
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Not quite sure if this is what you're looking for, but there is a Club Treasurer's Monthly Checklist downloadable at http://biwiki.editme.com/ClubTreasurers (click on that phrase on that web page).
Also, the Club Accounting Online manual has a list of monthly tasks starting on pages 3 and 4. You can download this manual at http://www.iclub.com/support/NOCAsupport.asp .
-Jim Thomas
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Rank: Administration
Posts: 255
Thanks: 3 times
Was thanked: 11 time(s) in 11 post(s)
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Two things I can add to this:
If you're interested in a printed manual, a copy of the myiclub.com manual can also be purchased from our web site at:
https://www.iclub.com/store/clubaccountingonlinemanual.aspx
Also, one of my early KB Note postings was about changing or adding treasurers. The first half of the note deals with the desktop accounting, but take a look about half way down the page at the following link, for some steps on setting up a new treasurer on a myiclub.com site:
http://www.stockcentral.com/tabid/143/forumid/6/postid/7715/view/topic/Default.aspx
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Thanks, you have answered my question!
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Thank you for your quick answer. Both links are very helpful.
Bettie Nixon
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Thank you for your quick answer. The links have solved my problem.
Bettie Nixon
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Rank: Advanced Member
Posts: 25
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Bettie,
I also did a series on Expert Tips for Club Treasurers in the Join the Club! section of this website a while back. I was able to glean insights from best of the best in Club Accounting -- people who have been there, done that -- and are still doing it! So, that might prove useful.
Follow this link to access them:
http://www.stockcentral.com/tabid/143/forumid/296/page/3/view/Topics/Default.aspx
Hope it's helpful.
Amy
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