Treasurer Reporting

So that student members may be informed on the chapter's financial position, periodic written reports should be prepared by the Treasurer to be included in the chapter meeting minutes, and a condensed oral presentation made in chapter meeting. Included should be a comparison of actual position with the budgeted position. Care should be taken properly to account for prepayment of obligations by any member and for accounts payable for which no invoice has yet been received.

The Treasurer is responsible for completing the financial section of the chapter's Annual Report (Semesterly|Quarterly) to be filed with the Central Office by May 1 each year. Sets of Combination Forms [including Initiate Eligibility Certification & Report of Depledging, Initiation Report, and Jewelry Order for Initiates (see Appendix, item 14)] Semiannual Dues Report (Form D, see Appendix, item 2), and official jewelry order forms (see Appendix, item 16) are provided in limited quantities by the Central Office. All forms should be used in numerical order (lowest number first).

Preferably all should be typed. If this is impractical, they should be lettered with ballpoint pen using care that all carbon copies are legible. Directions on all forms should be carefully followed. On the jewelry order form, initials and surname (with suffix, if any) are shown for each member, along with his year in the form " '94," for engraving on the back of badge or sister pin. Payment for jewelry should accompany order and include state and local taxes and shipping charges. Checks covering fees, dues, and official jewelry may be made payable to "Theta Tau."