We apologize for the inconvenience. There has been a correction below regarding the upcoming Accounting Webinar. Please see changes in red below.
In this issue you will find:
Chapters Can Start Using the National PayPay Account
Upcoming Webinar - Register Today
What transitioned chapters are saying about Centralized Accounting
Chapter Transition Checklists
Transition Rollout Update
Intacct Documentation with Action UI is Up
National Accounts
Start Using the National PayPal Account Now
We encourage all chapters to start using the National PayPal Account by changing over their workshops over before year-end instead of waiting until they transition. Build up funds in your chapter's Bank of America account and send in bills to be paid directly. We will begin to send instructions with sign-in information before the end of June out to each chapter.
Chapter revenue will be recorded in the Intacct Accounting system under their new Bank of America account. These funds can be used to pay any bills sent in by the chapters instead of being paid by the chapter locally. Please join the next accounting webinar that will discuss this process.
Upcoming Q&A Webinar - Register Today
On
Thursday, June 27 at 1:30pm EDT, John Fuqua and the centralization team will be discussing:
Status update for the Accounting Centralization
How all chapters can join using the National PayPal account now
Questions and answer session at the end to cover general questions
Please visit the
Accounting Centralization Button on the Volunteer Center to familiarize yourself with the updates before the webinar.
Chapter Transition Checklist Phase I & II
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 do the items on this
Phase I Transition Checklist prior to kicking off the official transition.
Once a chapter begins the transition, our transition staff will work with each chapter on Phase II checklist, for a preview
click here. A chapter can work through the tasks quicker than the schedule but must be on target for completing the 4 weeks our tasks by the deadline.
Procedures Are Up on the Volunteer Center for Centralized Chapters Including Intacct's Action UI
Using Intacct for Chapters with Action UI (User Interface) is posted to the Volunteer Center and can be found here.
Action UI is the new User Interface for the Intacct Accounting System. May's Accounting Webinar shows a glimpse of the differences between the classic UI and the new Action UI. Watch the webinar by clicking here.
Using the National PayPal Account with Constant Contact or with PayPal Buttons
Making & Reporting Deposits
Submitting Bills to Headquarters
Using Intacct for Centralized Chapters (Classic UI and Action UI each have documentation)
Thank you for all that 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. FY2020 Q1 chapters, please assist us with this request by filling out the following form.
Staff Resource of the Month
Linda Krueger
Accounts Payable Manager
Linda is known for taking exceptional care of the chapters and supporting SCORE's volunteers. She manages not only her chapters but also all of the bills for SCORE Headquarters.
What Chapters are Saying About the Centralized Accounting System:
Wow! I received my refund (reimbursement) check in today's mail. That makes the response less than one business week. Maybe it's a "slow" period but even so, remarkable. Good work everyone! I don't submit many of these and really appreciate the fast response.
Transition Roll Out
We have completed the Beta chapters and are working with FY2019 Q3 chapters. FY2019 Q4 Chapters received a welcome email earlier this month and had their Kickoff call to start their transition by working on the Phase I checklist.
The schedule is subject to change, and we will be in touch before you officially kick off. Please see the latest Centralized Accounting Rollout Schedule Click Here.
National Accounts
Office Depot, Panera, and P.F.Changs are available for chapter ordering now. For more information go to the Volunteer Center under Accounting. If you have any questions or problems starting your accounts, please contact Rachel Boggs at 703-487-3612 or Rachel.Boggs@score.org.
