most common accounting software used by PAUSD PTAs
https://www.myptez.com/
My PTez Virtual Workshop videos
How to Create/ Input your Budget
How to account for Check deposits
How to account for 3rd party Corporate Match online deposits
How to account for Interest deposits
How to account for eScrip deposits
How to account for Cash deposits
How to account for PAYPAL deposits from MyPTEZ Webstore sales**the easiest way to collect money from donors and account for it in MyPTEZ when the Webstore is set up correctly.
How to account for PAYPAL deposits from Formsite or non-MyPTEZ
PAYPAL – Transfer Funds from PP to Bank Account
How to Write Checks
How to Reconcile with Bank Account Statements
How to Prepare your PTA Treasurer’s Report
What to present: https://ptac.paloaltopta.org/templates-and-scripts/
- Update transactions in all accounts
- Run Finance Report
- Run Treasurer’s Report