How to Accept Dues - Revision history

Kberzinch3: Redirect to Apiary docs

2023-07-16T03:17:10Z

Redirect to Apiary docs

Kberzinch3 at 17:09, 8 September 2022

2022-09-08T17:09:31Z

Kberzinch3: update procedure for travel fees

2022-09-08T17:08:29Z

update procedure for travel fees

Athrasher7 at 01:52, 6 February 2020

2020-02-06T01:52:56Z

Joldenburg6 at 03:19, 11 September 2019

2019-09-11T03:19:39Z

Joldenburg6 at 03:14, 11 September 2019

2019-09-11T03:14:08Z

Joldenburg6 at 03:12, 11 September 2019

2019-09-11T03:12:01Z

Joldenburg6: Initial commit

2019-09-11T03:09:18Z

Initial commit

New page

To receive SGA funding, we are required to collect dues from our members. Our dues are managed electronically through [https://my.robojackets.org MyRoboJackets].

To accept dues, you must be an officer or a project manager.

To record the payment, open MyRoboJackets' [https://my.robojackets.org/nova admin page] and search for the last name of the person who is paying. On their user page, scroll down to dues transactions and click the view symbol at the far right on the top row, which should say the relevant dues package. (Do not press the create dues transaction button.) If the user does not have the correct package in that table, ask them to log into MyRoboJackets themselves and fill out the dues form on the homepage. In the "Select Action" dropdown, pick "Add Payment" and press run. Fill out the form and press "Run Action". This marks the payment recorded. They will receive an email receipt.

After verifying the payment is recorded, write a paper receipt for them. The receipt booklet is in the lockbox in the corner of the shop by the 3D printer. Ask the treasurer for the combination. You must write a receipt regardless of whether they want it, for RoboJackets' records. Make sure you only write on top of the main copy and one sheet of the transfer paper. Give them the white copy if they want it. Place their cash or check in the cash box. Make sure to re-lock it once you're done.

If you need help, feel free to ask in [https://robojackets.slack.com/app_redirect?channel=treasury-helpdesk #treasury-helpdesk].

[[Category:How to Guides]]

← Older revision		Revision as of 03:17, 16 July 2023
Line 1:		Line 1:
−	~~To receive SGA funding, we are required~~ to ~~collect dues from our members. Our dues are managed electronically through~~ [https://my.robojackets.org ~~MyRoboJackets]. For collecting for a trip fee or other payment, the procedure is the same, but look for a Travel Assignment rather than a Dues Transaction.~~	+	This page has moved to the [https://my.robojackets.org/docs/officers/payments/accept/ Apiary documentation].
−
−	~~To accept dues, you must be an officer or a project manager.~~
−
−	~~To record the payment, open MyRoboJackets' [https:~~//my.robojackets.org/nova admin page] and search for the last name of the person who is paying. On their user page, scroll down to dues transactions and click the view symbol at the far right on the top row, which should say the relevant dues package. ('''Do not press the create dues transaction button.''') If the user does not have the correct package in that table, ask them to log into MyRoboJackets themselves and fill out the dues form on the homepage. Under the three dots menu in the top right on the dues transaction page, click Add Payment. Fill out the form and press "Run Action". This marks the payment recorded. They will receive an email receipt.
−
−	After verifying the payment is recorded, write a paper receipt for them. The receipt booklet is in the lockbox in the corner of the shop by the 3D printer. Ask the treasurer for the combination. You must write a receipt regardless of whether they want it, for RoboJackets' records. '''Make sure you only write on top of the main copy and one sheet of the transfer paper.''' Fill out their name, the amount, whether it was cash or check, the purpose (dues, trip fee, etc.), and your name. Give them the white copy if they want it. Place their cash or check in the cash box, and make sure to re-lock it once you're done.
−
−	~~If you need help, feel free to ask in [https:~~//~~robojackets.slack.com~~/~~app_redirect?channel=treasury-helpdesk #treasury-helpdesk~~].
−
−	~~[[Category:How to Guides: Administrative]]~~

@@ Line 3: / Line 3: @@
 To accept dues, you must be an officer or a project manager.
-To record the payment, open MyRoboJackets' [https://my.robojackets.org/nova admin page] and search for the last name of the person who is paying. On their user page, scroll down to dues transactions and click the view symbol at the far right on the top row, which should say the relevant dues package. ('''Do not press the create dues transaction button.''') If the user does not have the correct package in that table, ask them to log into MyRoboJackets themselves and fill out the dues form on the homepage. In the "Select Action" dropdown, pick "Add Payment" and press run. Fill out the form and press "Run Action". This marks the payment recorded. They will receive an email receipt.
+To record the payment, open MyRoboJackets' [https://my.robojackets.org/nova admin page] and search for the last name of the person who is paying. On their user page, scroll down to dues transactions and click the view symbol at the far right on the top row, which should say the relevant dues package. ('''Do not press the create dues transaction button.''') If the user does not have the correct package in that table, ask them to log into MyRoboJackets themselves and fill out the dues form on the homepage. Under the three dots menu in the top right on the dues transaction page, click Add Payment. Fill out the form and press "Run Action". This marks the payment recorded. They will receive an email receipt.
 After verifying the payment is recorded, write a paper receipt for them. The receipt booklet is in the lockbox in the corner of the shop by the 3D printer. Ask the treasurer for the combination. You must write a receipt regardless of whether they want it, for RoboJackets' records. '''Make sure you only write on top of the main copy and one sheet of the transfer paper.''' Fill out their name, the amount, whether it was cash or check, the purpose (dues, trip fee, etc.), and your name. Give them the white copy if they want it. Place their cash or check in the cash box, and make sure to re-lock it once you're done.

← Older revision		Revision as of 17:08, 8 September 2022
Line 1:		Line 1:
−	To receive SGA funding, we are required to collect dues from our members. Our dues are managed electronically through [https://my.robojackets.org MyRoboJackets]. For collecting for a trip fee or other payment, the procedure is the same, but ~~instead of recording the payment in MyRoboJackets, contact the treasurer to let them know the payment was made (or update it in the collections spreadsheet if you have access to it)~~.	+	To receive SGA funding, we are required to collect dues from our members. Our dues are managed electronically through [https://my.robojackets.org MyRoboJackets]. For collecting for a trip fee or other payment, the procedure is the same, but look for a Travel Assignment rather than a Dues Transaction.

	To accept dues, you must be an officer or a project manager.		To accept dues, you must be an officer or a project manager.

← Older revision		Revision as of 01:52, 6 February 2020
Line 9:		Line 9:
	If you need help, feel free to ask in [https://robojackets.slack.com/app_redirect?channel=treasury-helpdesk #treasury-helpdesk].		If you need help, feel free to ask in [https://robojackets.slack.com/app_redirect?channel=treasury-helpdesk #treasury-helpdesk].

−	[[Category:How to Guides]]	+	[[Category:How to Guides: Administrative]]

@@ Line 5: / Line 5: @@
 To record the payment, open MyRoboJackets' [https://my.robojackets.org/nova admin page] and search for the last name of the person who is paying. On their user page, scroll down to dues transactions and click the view symbol at the far right on the top row, which should say the relevant dues package. ('''Do not press the create dues transaction button.''') If the user does not have the correct package in that table, ask them to log into MyRoboJackets themselves and fill out the dues form on the homepage. In the "Select Action" dropdown, pick "Add Payment" and press run. Fill out the form and press "Run Action". This marks the payment recorded. They will receive an email receipt.
-After verifying the payment is recorded, write a paper receipt for them. The receipt booklet is in the lockbox in the corner of the shop by the 3D printer. Ask the treasurer for the combination. You must write a receipt regardless of whether they want it, for RoboJackets' records. '''Make sure you only write on top of the main copy and one sheet of the transfer paper.''' Fill out their name, the amount, whether it was cash or check, the purpose (dues, trip fee, etc.), and your name. Give them the white copy if they want it. Place their cash or check in the cash box. Make sure to re-lock it once you're done.
+After verifying the payment is recorded, write a paper receipt for them. The receipt booklet is in the lockbox in the corner of the shop by the 3D printer. Ask the treasurer for the combination. You must write a receipt regardless of whether they want it, for RoboJackets' records. '''Make sure you only write on top of the main copy and one sheet of the transfer paper.''' Fill out their name, the amount, whether it was cash or check, the purpose (dues, trip fee, etc.), and your name. Give them the white copy if they want it. Place their cash or check in the cash box, and make sure to re-lock it once you're done.
 If you need help, feel free to ask in [https://robojackets.slack.com/app_redirect?channel=treasury-helpdesk #treasury-helpdesk].
 [[Category:How to Guides]]

@@ Line 1: / Line 1: @@
-To receive SGA funding, we are required to collect dues from our members. Our dues are managed electronically through [https://my.robojackets.org MyRoboJackets].
+To receive SGA funding, we are required to collect dues from our members. Our dues are managed electronically through [https://my.robojackets.org MyRoboJackets]. For collecting for a trip fee or other payment, the procedure is the same, but instead of recording the payment in MyRoboJackets, contact the treasurer to let them know the payment was made (or update it in the collections spreadsheet if you have access to it).
 To accept dues, you must be an officer or a project manager.
@@ Line 5: / Line 5: @@
 To record the payment, open MyRoboJackets' [https://my.robojackets.org/nova admin page] and search for the last name of the person who is paying. On their user page, scroll down to dues transactions and click the view symbol at the far right on the top row, which should say the relevant dues package. (Do not press the create dues transaction button.) If the user does not have the correct package in that table, ask them to log into MyRoboJackets themselves and fill out the dues form on the homepage. In the "Select Action" dropdown, pick "Add Payment" and press run. Fill out the form and press "Run Action". This marks the payment recorded. They will receive an email receipt.
-After verifying the payment is recorded, write a paper receipt for them. The receipt booklet is in the lockbox in the corner of the shop by the 3D printer. Ask the treasurer for the combination. You must write a receipt regardless of whether they want it, for RoboJackets' records. Make sure you only write on top of the main copy and one sheet of the transfer paper. Give them the white copy if they want it. Place their cash or check in the cash box. Make sure to re-lock it once you're done.
+After verifying the payment is recorded, write a paper receipt for them. The receipt booklet is in the lockbox in the corner of the shop by the 3D printer. Ask the treasurer for the combination. You must write a receipt regardless of whether they want it, for RoboJackets' records. Make sure you only write on top of the main copy and one sheet of the transfer paper. Fill out their name, the amount, whether it was cash or check, the purpose (dues, trip fee, etc.), and your name. Give them the white copy if they want it. Place their cash or check in the cash box. Make sure to re-lock it once you're done.
 If you need help, feel free to ask in [https://robojackets.slack.com/app_redirect?channel=treasury-helpdesk #treasury-helpdesk].
 [[Category:How to Guides]]