The following instructions are for leaders or admin volunteers who are completing bill related member management services. For when an order is more than 15 days past due. Send First Reminder and an overdue notice using the email tools on the membership management platform Go to Users and find the user account Edit user>Customer data>Schedule …
Category: Officer Resources
How to lose membership privileges
This page details how any member, regardless of role, may lose their membership privileges. It has been put together to add clarity around challenging scenarios in response to member feedback. This is not an exhaustive list but rather a shortlist of examples. Definition of membership privileges: The ability to be a member, member-applicant, or guest …
How to use the FedEx Office Account
As a steward or officer, you may need to have things printed from time to time. We use FedEx office for our basic printing. This is how to use it. Go to http://www.fedex.com/us/office/ Login using the credentials in LastPass (or those provided to you by an officer) Order what you need Submit a Zero Reimbursement …
How to take meeting notes
OOD Pending Wiki Platform Change == Follow these steps to take meeting notes from the general meeting == #Login on the AMT Main Site #Go to the wiki Search for the current Month DD, YYYY (example: August 16, 2015) #Search will return no results but will generate a like to create the page – use …
How to file quarterly sales taxes
Pull Quarterly Tax Report from WooCommerce Go to the Dashboard Go to Analytics and choose Taxes Choose the date range for the quarter you are reporting on Choose Download Scrub Report for needed items Go to CABOE.gov Login to our account File & Pay
Process class deposits
Access Required Quickbooks Online, via a Chrome, Firefox, or Edge browser (other browsers may not support Quickbooks Online) Recording revenue in Quickbooks Ensure dropdown says Deposit, then click Details (NOT ADD). Take note of the transaction date in the left column and remember this for step 2. 2. Change the date in the transaction detail …
How to make asset labels
Make/Get a Label There is a Dymo Label printer attached the computer on the member services desk. You can use that to generate a label with a QR code and a “Property of AMT” note. The URL will be the asset number on the wiki. Example: https://wiki.acemakerspace.org/amt214/ The Dymo printer software has an option for …
How to make fobs
This is an interim process for COVID and we will go back to using the new FATT Fob Making Station once we don’t need it any more. This is how make the fob that are kept in the no-contact pick-up box. Typically we make a batch of about 10 every month-ish. This something the …
Guidelines for Giving Certification Tests
THIS PROGRAM IS NO LONGER OFFERED as of 1/1/2022. IT WAS UNSUSTAINABLE. Giving Tests Guidelines for tests Users can test for more than one tool per session, but they must book the time and pay the fee per tool All people need to have a release of liability on file before doing the test. Note: …
How to Onboard a Contractor
Stewards Role & Responsibilities Engaging with a vendor or independent contractor to perform a single service Identify a contractor/vendor for the desired service. Feel free to solicit quotes, but get approval before making any offers on behalf of Ace Monster Toys. Notify the treasurer of contractor/vendor and provide the name, estimated cost, proposed date …