Treasurer Handover

Treasurers change. Treasurer Handover (under Finance) walks the outgoing and incoming treasurer through everything that has to move, with the unit’s live figures beside each step, and ends in a permanent record of who handed the books to whom.

Find it in the left menu: Finance → Treasurer Handover.

Note

Treasurer Handover is on the Peak plan and is for adults with the Financials.Manage permission.

Caution

The handover record never changes anyone’s access. Completing it does not give the next treasurer any permission or take the old one away. A unit admin does that separately (see “The role change” below).

Starting

Choose who is handing over and who is taking over. The outgoing treasurer defaults to you, and a unit admin can name a treasurer who has already left (shown as no longer a member). The incoming treasurer must be an adult with an active seat. Only one handover can be in progress at a time.

The checklist

Every item must be marked Done or Not applicable before you can complete the handover.

Step	What the page shows
Settle open reimbursement requests	How many are waiting for a decision and their total
Reconcile the ledger against the bank	Ledger entries not yet cleared, and bank transactions not yet matched
Move the bank connection	Who connected each bank link. A link made with the outgoing treasurer’s own bank sign-in is flagged: the incoming treasurer connects the bank with their own sign-in on Bank Accounts and then disconnects the old link. Nothing is disconnected automatically
Review who owes what	The total owed, the number of families and the aging buckets
Agree the unit balance	Today’s ledger balance
Show where the reports live	Links to the financial report, the ledger and its CSV export, the annual budget and the audit log
Hand over payment processor and other logins	A reminder to move each service to the next treasurer’s own sign-in. Never share one login
Hand over physical items	Cheque book, debit card, cash box, bank signature card
Ask a unit admin to change the Treasurer role	The instruction below, and whether it has happened yet

You can reopen an item at any time before completing.

The role change

The last card tells you exactly what a unit admin must do: give the next treasurer the adult Treasurer position on Manage Positions (or the Treasurer role on their member page) and end the previous one. The card shows live whether the incoming treasurer holds finance permission yet and whether the outgoing one still does.

Completing

Complete Handover stores the record with a counts-and-totals snapshot of the figures (no family names), and tells the incoming and outgoing treasurer and the unit’s leaders in the app, including the role-change instruction. A completed record cannot be edited. If you started one by mistake, Cancel Handover with a reason keeps the record and frees you to start again.

The person taking over

If you were named as the next treasurer and do not yet hold finance permission, Treasurer Handover shows you who named you, when, and the instruction. It shows you no figures. Choose Acknowledge to record that you have seen it; this is optional and completion never waits for it.

Every start, change, completion, cancellation and acknowledgement is written to the unit’s audit log.