Tuesday, September 27, 2016

Common Mistakes When Transitioning to the New Treasurer

Transitioning to the new treasurer is an easy process with Treasurer's Briefcase.  Essentially all you need to do is add a new user to the system, assign them administrative rights and possibly revoke the privileges of the old treasurer.   Here are some things to keep in mind.

Monday, September 26, 2016

How do I record non-cash donations?

Dear Trudy,

We have a parent who is donating a 2 night stay at a hotel with breakfast to our program. We are going to put that and a few things (lotion, candles, etc,) into a basket and sell raffle tickets for a fundraiser. The stuff we buy, I know what to do with, but how do I record the donation? Do I have to?  Just want to be sure that I do this correctly. 

Thanks Trudy!