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Task #161

closed

Bank account access

Added by Lola Voronina over 13 years ago. Updated about 13 years ago.

Status:
Closed
Priority:
Normal
Assignee:
Start date:
Due date:
08/28/2012
% Done:

0%

Estimated time:

Description

  • Been in contact with Pat (previous treasurer) regarding receipts and accounts
  • Ed is missing a large amount of information, which has been requested and should be in progress (no statement since Jan 2011)
  • Account address needs to be changed to get statements delivered straight to Ed
  • Before a move to transparent accounting can happen as voted in the GA, current accounting must be brought up to scratch and Ed needs access to the account
  • Information needs to be consolidated to avoid this in future, this must not happen every year
  • Until such a time as Ed knows the state of accounts, no budgeting can take place.

Nonnu - CTO of spain says they are using http://www.openerp.com/ -- has lots of features, and even does member management, human resources managment, project managment, knowledge base managment, automatic reports on everything, surveys, idea voting and much more.

Lola - https://www.fio.cz/scgi-bin/hermes/dz-transparent.cgi?ID_ucet=2100048174 (link to the transparent bank account of PP-CZ)
CZ would like PPI to use the FIO.cz bank, but Lola disagrees with this. There may be confusion as to what level of transaprency our finances must have. Possible issue for CoA.

Nonnu - We should have a centeralized financial system that is online

Travis - https://toshl.com/ I was looking for an alternative to mint.com that works in Europe, I found this... has anyone used it?

'''most important requirement for Ed is the address to be changed to his'''


Related issues 1 (0 open1 closed)

Related to PPI board member tasks - Task #162: Contact the bankClosedEd Geraghty07/03/201209/25/2012

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