Account Management

The Treasurer Management page supports reconciling PayPal transactions and viewing and editing transactions.

Reconcile PayPal Transactions: Provides a list of PayPal transactions and may include transactions to the club account that are unknown to the membership site. It gives the treasurer an opportunity to evaluate what has been posted and see if any action should be taken. Transactions will continue to appear until “reconcile” is used.

View/Edit Payments: Provides access to payments stored in the membership database. The collection of search functions specify which transactions are sought. One action might be to cancel a payment when the check bounces. This could change a clothing order to unpaid or cancel a print subscription.

Note, transaction type open and pending are essentially the same and represent transactions “owned” by the clothing/membership coordinator. They transition to “posted” when ownership is switched to the treasurer.