welcome: please sign in

The following 546 words could not be found in the dictionary of 7 words (including 7 LocalSpellingWords) and are highlighted below:
15th   1st   about   accept   access   account   achieve   actually   Adam   add   Add   address   Address   addresses   Admin   admin   afs   after   After   all   Also   also   alternative   amount   an   and   annual   another   anymore   anyone   anything   application   apply   approved   apps   April   Archive   archived   are   arrangements   as   asking   associated   at   attempt   authentication   authorized   automated   balance   Balances   bank   Be   be   because   been   before   behalf   being   below   bit   block   board   boilerplate   Boot   booted   booting   bootworthy   both   box   break   bug   bugzilla   but   button   by   can   capture   care   cash   category   cc   Cc   cgi   Changing   charge   Charge   Charities   charities   Check   check   click   Click   Clinton   close   Close   cmd   co   com   command   common   component   confirm   Confirmed   consider   contact   contacts   Contents   continue   coop   Coop   cover   cpw   create   created   creating   cronjobs   current   cycle   dashboard   date   day   defaults   delete   delinquent   description   designed   destroy   Details   details   dialog   did   directly   discuss   Do   do   don   donate   donates   donation   done   double   down   Dues   dues   each   Ebadi   either   electronic   else   email   Email   emailed   Ensure   enter   Enter   epostcard   etc   every   everything   Everything   exempt   expense   Expenses   extra   family   fee   File   file   Filing   filing   fill   filled   filtering   Financial   financial   first   folder   follow   For   for   Form   form   forwards   found   Freese   freeze   freezeworthy   Freezing   freezing   from   From   funded   funds   get   gets   gibran   give   given   gives   giving   go   goods   gov   group   Groups   Guide   had   Handling   has   have   Have   hcoop   here   high   him   hit   Hit   how   html   http   https   If   if   in   include   including   increasing   incurring   info   information   Information   initial   Inspect   instead   instructions   into   invalid   irs   is   issued   it   It   January   jobs   just   kadmin   keep   kerberos   last   learn   least   Leave   leaving   ledger   like   link   list   listed   listing   lists   local   locate   Log   lookup   low   machine   made   mail   mailing   main   Make   make   Manual   Mark   marked   master   match   maximum   may   Member   member   members   Members   membership   merely   middle   Money   money   month   monthly   Mothly   much   must   name   need   needed   Needed   needs   negative   net   Net   new   New   next   no   Non   non   not   note   nothing   notification   notified   now   obvious   October   Of   of   On   on   one   only   op   open   or   organization   organizations   out   Overview   overview   owed   own   p5248   page   pages   Pal   passwd   passwords   past   Pay   payer   paying   Payment   payment   payments   Paypal   paypal   pdf   people   per   permanent   permissions   person   Personal   personally   pipermail   please   pop   portal   positive   postcard   Postcard   presented   previously   proceed   procmail   profile   Profits   profits   prompt   properly   Protection   provides   Ps   pub   quite   radio   re   reason   receive   recommend   recommends   record   reducing   refund   refunded   refunds   reimbursement   Reimbursing   Reject   rejecting   relevant   reload   remaining   Remember   Reminder   reminder   reminders   remitted   replies   reply   request   requests   required   requirement   responsibilities   Retire   retire   retired   Return   revoke   Right   Robot   root   rules   Run   run   rw   sa   said   scripts   scroll   Search   Second   See   see   Select   select   Seller   Send   sender   sent   shell   shipped   should   sidebar   signing   silent   since   single   small   so   Some   some   something   sometimes   soon   spam   Specific   specify   ssh   stay   step   steps   stripe   Stripe   sub   Subject   subtract   subtracted   sudo   tab   Table   taken   tasks   Tax   templates   Thank   that   The   the   their   then   There   there   they   They   thing   this   This   through   ticket   time   times   to   To   today   too   tracking   transaction   transactions   Transfer   transferred   treasurer   Treasurer   treasurers   two   type   Unfreezing   unfreezing   Unretiring   until   up   upon   us   use   used   user   username   users   using   usual   usually   valid   ve   verified   via   votes   waiting   want   We   we   Welcome   what   What   When   when   whenever   Where   which   who   whole   whom   Why   will   with   within   worthy   writing   wrong   www   www4   yearly   You   you   Your   your  

Clear message


This page is designed to give information for new HCoop treasurers to learn how to do their jobs. Also see Adam's mail about treasurer responsibilities.

Treasurer permissions which need to be given:

1. Paypal payments from members

When: soon after being notified by paypal of a payment.

2. Stripe Payment

3. Transfer paypal -> hcoop bank

When: whenever paypal balance gets high, usually every month or so.

Leave $50 or so in paypal to cover refunds issued. The maximum amount that can be transferred per month is $500.

4. Mothly tasks: Dues, balance reminders, freezing

4.1. Charge dues

When: Second to last day of every month (to get done before the cronjobs mailing reminders)

4.2. Check freezing / booting list

4.3. Manual low balance reminders

When: middle of each month (15th) Why: some ISPs block mail from HCoop since it sometimes forwards spam.

Subject: We're about to freeze your HCoop account...
Cc: HCoop Payment Reminder Robot <payment@hcoop.net>

...because your balance is too negative.  If you want to keep your
account, please make a payment here ASAP:

Details on how much we recommend paying should be found in the last
automated low balance reminder e-mail sent to you.  If you don't want
your account anymore, please don't stay silent; instead open a ticket
here, in the "Financial" category:

...and include instructions on what to do with your remaining funds
(donate to the co-op or refund via PayPal or Stripe).

5. New member

When: when you get the first payment from a new member. (You may need to prompt new members for payment if it is not remitted soon after the board votes to accept the application.)

6. Member leaving

When: when emailed from bugzilla

If a member replies to something asking if they can be retired, here is a boilerplate you can reply with:

To close your account, please open a ticket in bugzilla in the "financial"
category, and including what you'd like to do with the remaining balance
(donation to the co-op or refund):

This provides some authentication, and a permanent record, for the close request.

Thank you,

- HCoop Treasurer

7. Freezing and unfreezing

8. Unretiring a user

If a delinquent user contacts you with payment after you've retired him in the ledger but before the delete scripts are run:

9. Changing passwords

10. Reimbursing Expenses

11. Filing E-postcard Tax Form

When: yearly, After January 1st and before April 15th

When creating the account to file, it is for you personally, not for the coop, so each new treasurer will need to create their own account.

12. Handling Email

The treasurer can receive quite a bit of mail at times. ClintonEbadi recommends filtering the mail into a single folder. Some procmail rules to achieve this:

* ^TO_payment@hcoop.net

* ^Subject: Your HCoop account has been created!$

* ^Subject: Welcome to HCoop!$

* ^From: HCoop Payment Reminder Robot <payment@hcoop.net>$

TreasurerInstructions (last edited 2020-09-02 15:35:54 by ClintonEbadi)