Accessing Financial Records

General:

1. 1. Gain access to the council accounts

      1. Get the password from your predecessor to access the google account

      2. Search the Google Drive for the access codes document (do not share this document with anyone for security reasons.

         1. If you every have to set a password or create an account, please update it on this document

Finance and Forms Specific:

File Storage:

1. We keep all forms in our Dropbox Account

   1. Membership documents have one folder Under forms

   2. Receipts Have their folder

   3. All the rest are given the following naming convention "yyyy-mm-dd + Description" or if scanned off of a phone or the iPad it will automatically include the time in place of the description, and this is fine.

      1. This helps for searchability

Transaction Log:

1. We keep all Microsoft Documents in OneDrive for Simplicity's sake

   1. The document that the transaction log was made from was excel and did not covert well to Google Sheets and when using so many complex formulas is it is not easily to build on Google Sheets

   2. It also allows you to open it from your computer on your desktop app, however, this requires additional steps

2. Instructions for using the Log should be written down in the future

Accessing Dropbox (Receipts and Documents)

Accessing Transaction Log (Microsoft Document)