New Organizations: Secretary Finances Onboarding

These instructions apply to a local that has never used the Finances Module.

To reboot outdated financial information, click here for the Fresh Start instructions.

Attend a groupable secretary Finances training (Current Live Groupable Training Schedule)

1. Set up a chart of accounts
2. Record all payments from the beginning of the current fiscal period/year.
3. Set up and assign dues categories
4. Set up dues outstanding balances
5. Create a Stripe Merchant Account
6. Send dues reminders
7. Record all expense authorizations from the beginning of the current fiscal period/year.