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How to Upload & organize documents
The Documents feature allows you to upload & store forms and records for your group.
Consider uploading your Meeting Minutes, Bylaws, 990(EZ) forms and other IRS documentation, Meeting Agendas, Check Request Forms, Audit Findings, NSF Check Letters, Flyers, etc.
Creative ways to utilize the Documents feature
The Documents area allows you to upload & store forms and records for your group. This article shares ideas & tips for how you might effectively use this feature.
Using the Asset Log
Track Tangible Assets -
No longer will you have to wonder where the group popcorn machine is, or who checked out the tablet last. Track the location and usage of tangible assets.
Using the Compliance Log
The Compliance Log is a great place to keep track of federal tax filings, state requirements, bylaws updates, and important license renewals.
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Connect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
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