MyPTEZ

https://www.myptez.com/
My PTez Virtual Workshop videos

How to Create/ Input your Budget
*Membership Unit (I)
*Membership Passthru (I)
*Membership Passthru (E)

How to Deposit Checks
How to account for 3rd party Corporate Match online deposits
How to account for Interest Deposits

How to account for PAYPAL deposits from Formsite
How to account for PAYPAL deposits from MyPTEZ webstore sales
PAYPAL – Transfer Funds from PP to Bank Account

How to Write Checks

How to Reconcile Bank Account Statements (monthly)

How to Set Up the Webstore

How to Prepare your PTA Treasurer’s Report

  1. Update transactions in all accounts
  2. Run Finance Report
  3. Run Treasurer’s Report

Every Child. One Voice. Welcome to the website of the Palo Alto Council of PTAs. Our purpose is to foster collaboration, conduct leadership training, and coordinate the efforts of our site PTAs. This website is intended to be a resource for our PTAs to accomplish their Mission.