New Treasurer Onboarding

• Download, print and sign the Club Treasurer Declaration Form

• Provide a signed copy of the Declaration form to  your Club President and have him or her complete the Treasurer Change Form

• You will need this to reimburse yourself and your club members, register yourself as a treasurer in the system using the Expense Setup Form

Planning & preparation

• All monetary transactions processed by the SA and its clubs require a finance/cost code, prior to your event be sure to request a New Finance Code

• Previous codes can be found in the Finance Code Directory (Only accessible through the resources page)

• If club members plan on paying using their personal card please have them register on the reimbursement system using the Expense Setup Form

Managing income & expenses

• Pay supplier invoices directly from your club balance using the Supplier Payment Form

• Transfer funds to another club in the case of collaborative events using Internal Transfers

• Once you have a signed contract (Only accessible through the resources page) you can obtain an invoice to charge the sponsor by Requesting a Sponsorship Invoice

• In case you are transferring money or want to deposit cash into your club balance, let us know using the Deposit Notification Form

Reviewing monthly statements

• The SA publishes transactions and club balances for the prior month with a 2-week delay in the Club Financial Statements document

• Note: Please maintain your own internal club statements as the statements from the SA only include received revenues and recognized expenses