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Diff for "TreasurerInstructions"

Differences between revisions 2 and 10 (spanning 8 versions)
Revision 2 as of 2010-12-18 23:31:09
Size: 1876
Editor: noway
Comment: member leaving
Revision 10 as of 2011-04-21 10:43:15
Size: 71
Editor: 68
Comment: RPQNVd THX that's a great asnwer!
Deletions are marked like this. Additions are marked like this.
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Treasurer permissions:
 * `money` group
 * `paypal` sub-account with rw access

== Paypal payments from members ==
When: soon after being nofified byfrom paypay or google checkout for each member

 * [[https://members.hcoop.net/portal/money|portal financial page]] -> lookup address for paypal -> follow steps

== Google Checkout payments from members ==

== Transfer paypal -> hcoop bank ==
When: whenever paypal balance gets high, usually every FIXME

Leave $50 or so in paypal to cover refunds issued.

== Low balance reminders ==
When: middle of each month

 * Look at XXX
 * Send it to all addresses on file for the member.

{{{
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:
        https://members.hcoop.net/

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:
        https://bugzilla.hcoop.net/enter_bug.cgi

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

== Member leaving ==
When: when emailed from bugzilla to
 * What to do with the balance.
   * Member donates balance to hcoop: Make two transactions: one reducing the member's balance (negative payment), and one increasing the coop's balance (positive payment), "balance donation upon leaving".
 * Retire the member: `Admin sidebar` -> `Members` -> `retire` the member.
 * Run this command on `deleuze` to close the account
 {{{
 /afs/hcoop.net/common/etc/scripts/destroy-user USERNAME
 }}}
 * Close the bug.
RPQNVd THX that's a great asnwer!
----
CategorySystemAdministration

RPQNVd THX that's a great asnwer!


CategorySystemAdministration

TreasurerInstructions (last edited 2024-05-04 12:52:20 by KevinEverets)