Treasurer Turnover

There are a handful of tasks to be performed when transitioning from one Board Treasurer to another.

Bank Accounts

The outgoing treasurer must be taken off all CHEA accounts, including house accounts. The incoming treasurer needs to be added to all relevant accounts. See the Bylaws Section 8 for more information.

Credit Cards

There are two main issues to consider regarding credit cards:

  1. The new Treasurer must be issued a new credit card for the CHEA accounts; and
  2. Any services which are paid using the outgoing treasurer’s credit cards must be transferred to the new credit card.

Services paid for with the treasurer’s credit card

None yet!

Acquire Passwords for QuickBooks, Bank, etc

In progress.

How to use these various services

In progress.