Admin / Treasurer

General

• Closing an Account

Managing Chapters

• Chapter Tracker

Integrations

• Quickbooks

Per Diem Accounts

• Per Diem Cards
• Adding Funds

Onboarding

• Opening an account
• Application status
• EIN
• Incorporation
• Identification
• Social Security Number

See all 8 articles

Managing Contacts

• Adding Contacts
• Tags
• Managing roles and account handovers

Log in

• Troubleshooting

Banking

• Transaction history
• Wire Transfer
• Cash deposit
• ACH
• Check deposit
• Send Checks

Payment Collection

• Point of Sale
• Collection links

Debit Cards

• General
• Digital Cards
• Physical Cards

Tax Reporting

• Form 990