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.
How will transition happen? Chapter transition checklists Phase I & Phase 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 try to 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 Transition Checklist, for preview.
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.
Transition Rollout Schedule
In order to provide more hands-on support from the transition team and to give more step-by-step guidance, we have adjusted out timeline. The schedule is based on conversations with you DD's and RVP's. We have completed the Beta chapters and are working with FY2019 Q3 chapters. This 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
Procedures Are Up on the Volunteer Center for Centralized Chapters
We have posted procedures for the centralized chapters:
Using the National PayPal Account with Constant Contact or with PayPal Buttons
Making and Reporting Deposits
Submitting Bills to Headquarters
Using Intacct for Centralized Chapters
Chapters that have not transitioned should follow normal protocol until they begin transition.
National Accounts
Office Depot
Office Depot is now ready for chapters to order from! The chapter chair should have received an email to start your chapter account. If you have already or when you do receive the email, please click on the link to start your individual chapter account. Please click here to see an example of what that email looks like.
Invoices
All invoices will be sent directly to HQ. These instructions, as well as instructional videos can also be found on the
Volunteer Center. If you have any questions or problems starting your accounts, please contact Rachel Boggs at 703-487-3612 or
Rachel.Boggs@score.org.
Panera and P.F. Changs are also available for chapter ordering now. For more information, go to the Volunteer Center under Accounting.
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:
Doug McKenzie
Director of Finance
As Director of Finance, Doug is responsible for monitoring and managing federal grants, corporate funding, and private donations. Additionally, Doug manages the cash receipts, financial statements and reporting for SCORE, and assists in the annual budgeting and audit process. He is also one of the lead staff members on the Centralized Accounting team, specializing on the banking arm.
