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New · Member Hub

A board dashboard: money, membership, events and the last 12 months, for the board

Board members now have a dashboard of their own. In the member hub, anyone tagged Board Member finds Open the Board Dashboard on their home page, whether or not board members can sign in to the admin; admins see the same dashboard on the admin home. It shows the cash in all your accounts today, account by account, and at the end of the last month you closed, as its treasurer’s report gave it to the board; this month so far and the year to date, money in and out, beside the same days last year; and the latest treasurer’s report, with each board member’s own link to it. Under Membership & Renewals: members, new members and memberships ended in the last 12 months, and renewals due in the next 90 days. Under Events: what is coming up and how it is filling, and what each recent event took online. And the last 12 months as two charts — cash at each month’s end, and money in and out by month — with the same figures in a table. Every money figure is Money’s own, so the dashboard, the Overview and the treasurer’s report agree; money moved between your own accounts is never counted as money in or out, and entries dated after today wait for their day.

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