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Quarterly Financial Reporting

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Presentation on theme: "Quarterly Financial Reporting"— Presentation transcript:

1 Quarterly Financial Reporting
Good Morning

2 Overview Manuals and Guides Completing AFSA Form 700-5
Submission Process/Timeline Accessing Resources on the Member Site AFSA “Checklist” for Chapters HQ Contacts Summary

3 Manuals/Guides AFSAM 100-1 AFSAM 100-2 AFSAM 100-4
AFSA “Checklist” for Chapters (Presidents) AFSA Form (July 2013)

4 AFSA Form 700-5 President/Treasurer Info

5 AFSA Form 700-5 Section 1: Chapter Activities/Visits
After you click “Add Comments”

6 AFSA Form 700-5 Section 2: Americanism Activities/Projects

7 AFSA Form 700-5 Section 3: Membership Activities
Note: Add comment functions work same as Chapter Activities/Visits

8 AFSA Form 700-5 Section 4: Legislative Activities
Note: Add comment functions work same as Chapter Activities/Visits

9 AFSA Form 700-5 Section 5: Fundraising Activities

10 AFSA Form 700-5 Section 6: Additional Remarks/Comments
Note: Add comment functions work same as Chapter Activities/Visits

11 AFSA Form 700-5 Section 7: Income – List Gross

12 AFSA Form 700-5 Section 8: Expenses

13 AFSA Form 700-5 Section 9: Fund Balance
Fund and bank balance MUST be “0”

14 AFSA Form 700-5 Section 10: Accounts, Cash and Certification

15 Submission Process Chapters submit AAF Reports to the Division
Division submit: Chapter AAF Reports to Division AAF Reports to the IP International President submits Division AAF reports to

16 Accessing Resources Go to AFSA Homepage: www.hqafsa.org
Log on to AFSA Member Site—see below:

17 Accessing Resources Once signed in, click on the “Resources” tab

18 Accessing Resources Click the “Manuals” link to find a list of resources available for leading the organization

19 Accessing Resources Necessary AFSA documents

20 The “Checklist” (Chapters)

21 HQ Contacts Member and Field Service: 301-899-3500, X288
Accounting and Finance: , X248 Site Issue: , X243

22 Summary Manuals and Guides Completing AFSA Form 700-5
Submission Process/Timeline Accessing Resources on the Member Site AFSA “Checklist” for Chapters


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