Treasury Resources

Operations

• Accounting Resources Overview
• Welcome Incoming Treasurers
• Contract Submission Portal
• Vendor W-9 Secure Portal
• Treasurer Training
• Chapter Accounting Policies and Procedures

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Documents and Forms

• SBA Chapter Compliance Review
• SCORE Foundation Invoice Template
• Chapter Liability Insurance Policy/ Certificate of Insurance Request Form
• Form 14 - Volunteer Reimbursement Expense Report & Check Request Form
• Form 15 - Acknowledgement of Gift to SCORE
• SCORE Chapter Annual Review and Operating Plan

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Annual Reports

• About: Annual Reports
• SCORE FY2022 Annual Report
• SCORE FY2021 Annual Report
• SCORE FY 2020 Annual Report
• SCORE FY 2019 Annual Report
• SCORE FY 2018 Annual Report

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Billing

• Getting Bills Paid
• Paying Chapter Bills by Credit Cards
• Procedures for Submitting Bills to HQ for Payment
• Procedures for Making and Reporting Deposits for Bank of America

Intacct

• Signing Into Intacct for First Time
• How to See Changes in My Chapter's National Allocation Budget
• Adding or Changing Phone Numbers in Intacct
• Tour of the Chapter Dashboard in Intacct
• Procedures for Chapter Use of Intacct (with new Action UI)
• Webinar on Using Intacct

Paypal

• Procedures for Creating a Paypal Invoice
• National Paypal Treasurer Tuesday Webinar
• Chapter Refunds in Paypal
• Procedures for Use of PayPal Virtual Terminal
• Procedures for Chapter Use of PayPal Using Constant Contact

National Accounts

• 8x8 Telecommunications
• FrontDoor CyberGrants
• IHG Hotel Corporate Rate
• Intuit/Quickbooks
• Office Depot
• TechSoup

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