How Will Transition Happen? (A Step-by-Step Checklist for Chapters)
What are Volunteers Saying?
How to Avoid a Voided Check
Who is Your Chapter Point Person?
Upcoming Q&A Webinar - Register Today
On February 20th at 1:30pm EST, please join John Fuqua, VP of Finance, along with the Centralization team, as he gives an update on the Accounting Centralization project. He will also preview the Intacct dashboard for chapters and introduce the chapter checklist which tells a chapter step-by-step what to do and expect throughout this transition process. There will be a question and answer session at the end to cover general questions. Questions may also be submitted prior to the webinar to Accounting@score.org with the Subject Line of "Accounting Webinar."
Please visit the Accounting Centralization Button on The Volunteer Center to familiarize yourself with updates before the webinar at https://volunteer.score.org/vc/accounting.
Chapter Transition Checklist
As we migrate to the new Centralized Accounting System, we aim to reduce the burden on SCORE Chapter Chairs and Treasurers. In order to make the transition as seamless as possible, we ask that chapters try to do the items on thisTransition Checklist prior to kicking off the official transition.
Check out our regularly updated FAQ document and other training materials, too. Visit the Accounting Centralization Button on The Volunteer Center to familiarize yourself with the materials at
https://volunteer.score.org/vc/accounting.
What Are Volunteers Saying?
Ed Coleman, District Director, Maryland is currently testing out the conversion process. We reached out to him to see how it was going:
"The conversion process is well organized and outlined by HQ. The DC Chapter conversion ease has exceeded our expectations.
A good way to prepare your Chapter for conversion is to use the "To Do" checklist. It's an excellent guide to prepare for conversion.
This system brings SCORE into the future with a modern and flexible accounting system. It's SCORE of the future linked with the strategic objectives and providing the fiscal transparency and accountability demanded by our sponsors."
How to Avoid a Voided Check
With the Bill.com service, checks not deposited are automatically voided after 90 days from the check date. Because of this automated void feature, please deposit your check as soon as possible. This will avoid the A/P staff at headquarters having to contact you to determine why the original check wasn't deposited before they determine how to re-issue the reimbursement and may save you some bank fees.
Thank you for all you do.
John Fuqua
Vice President of Finance
SCORE
Who is Your Chapter Point Person?
In an effort to streamline communication throughout the Centralized Accounting process, we are asking each chapter to designate a volunteer who will serve as your main Point of Contact. Please assist us with this request by filling out the following form.
Staff Resource of the Month:
Rachel Boggs
Administrative and Finance Assistant
Rachel is the face behind accounting@score.org. She receives all the Form 14 Expense Reimbursement requests that you send, as well as all of the correspondence that is sent to that email. Any accounting questions or concerns you have, please email Rachel and she will get the answers for you or forward them on to the right person.
