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 Prepare your PTA Treasurer’s Report
- Update transactions in all accounts
- Run Finance Report
- Run Treasurer’s Report