Introduction
Our August 2024 LegFi webinar covers the items admin of LegFi accounts should be doing at the beginning of each term to ensure their organization is ready for a successful back-to-school season.
Audience
This webinar is perfect for both new and returning LegFi users with Admin permissions.
Topics
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Roster Updates
Review the total number of members your organization will be billed for, update membership statuses, and submit requests to archive members that will not be billed for the term.
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Reset Groups
Add new groups, delete old and unused groups, and edit the members in each group to make sure they are up-to-date for the current term.
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Invoice Members
Set up invoices for the next month or the entire term to ensure your organization has cash flow for all your upcoming expenses.
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Review Financial Accounts and Treasury Cards
Deactivate old Treasury Cards, add cards for current officers, and add Treasury Accounts/ link external bank accounts as needed.
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Pay Vendors
Use the Payables tab to pay your chapter's vendors throughout the school year.
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Create Crowdfunding Pages
Add upcoming events and ticket values, create a fundraising page to raise money throughout the semester, and add t-shirts or other merchandise for your members to buy.
Webinar Recording
Related Resources
- Update Membership Statuses
- Create Groups
- Edit Groups
- Invoicing Members
- Add a Treasury Account
- Add Treasury Cards
- Payables
- Add Events
Please note that phone numbers from this video have changed. For assistance, use the support widget within LegFi.