Managing and Maintaining the Fund

Accounting programs

Use of a double entry accounting program to track the fund's expenses is strongly encouraged.  Recommendations on programs, procedures manuals and how to set up an accounting program.

Accessing Funds

How to access the funds in an advance

Advances to Employees

How to account and track funds being advanced to an employee.

Changing a Fund

Increase or decrease the fund.  Change the bank information, contacts, custodian, signers.

 

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