Treasurer Handoff Board

Project Alpha

Member Member Member Member
Backlog 3
Enhancement
Transfer bank signatory authority
Add incoming Treasurer (Kendel) to the account; remove outgoing.
3 1
Feature
Hand off reimbursement process & receipts
5
Design
Share vendor contact list
4
To Do 4
Bug Urgent
Walk through budget vs. actual
Users are being logged out unexpectedly after 5 minutes of inactivity.
Jan 18
8 2
Feature
Transfer tax-exemption certificate
Progress 60%
3/5
Enhancement
Review annual filing calendar
Jan 22
2
Design
Pass on shared drive access
3
In Progress 3
Feature
Explain check-request workflow with office
Progress 75%
12 6/8
Bug
Document recurring vendors & due dates
File size validation not working correctly for images over 5MB.
4
Enhancement
Update authorized check-signers list
Jan 25
4/4
Review 2
Feature
Confirm Safe Environment clearance current
Add SMS and authenticator app options for 2FA.
15 5
Design
Record passwords in shared vault
8
Done 2
Feature
Final sign-off: outgoing → incoming
6 5/5
Enhancement
Introduce Kendel to the Pastor & office
2