Attention: Treasurers

Welcome PTA Treasurers! Please use this guide to help you get get the most out of your MemberHub site.

Set up your Merchant Processing Agreement

*You will need your PTA’s bank routing number and account number for this step. It will take two weeks from submission of your Agreement for it to be processed.* The Treasurer needs to complete and submit your Merchant Processing Agreement by clicking on the orange gearAdmin_Gear.PNGin the upper right hand corner to access the Admin Console. Navigate to the Money tab and click on Merchant Processing Agreement on the right. Instructions here. Note: You may need to click the Merchant Processing Agreement link twice and wait a second for it to load. This will also enable you to accept payments for other items such as tickets, spirit wear, etc. Details can be found here.

Grow your PTA Membership by Setting Up and Using Your Dues Payment Page

Work with your Membership Chair and other officers/chairs to create a communication plan for your school community regarding MemberHub and the use of your school's Dues Payment Page in Dues Settings. Once your Merchant Processing Agreement is submitted and processed you will see a link to your PTA's own Dues Payment Page at the top of the Dues Settings page. Instructions for setting up your Dues Payment Page here. When people pay their dues online through your Dues Page their information will be automatically synced with the state-level PTA and money will be automatically routed to the state PTA bank and your PTA bank. If they pay by cash or check, please see the manual instructions here.

Review Transactions

Review and/or download Transactions processed through MemberHub. Instructions here.

Complete PTA Requirements

In the Admin Console - PTA tab please work with your Audit Committee to complete the following:

Complete your Audit Submission. Instructions here.

Complete your Bylaws Submission. Instructions here.

Complete your Budget Submission. Instructions here.

Complete your Form 990 Submission. Instructions here.

Have more questions? Submit a request

3 Comments

  • Avatar
    Tonya Barger

    I am the treasurer but do not have Admin Console or an orange gear in the upper right hand of my MemberHub

  • Avatar
    Liz Groth

    I am also a treasurer without an admin console or orange gear. I'm not sure what to do from here.

  • Avatar
    Helen Green

    Hi Tonya and Liz. After logging in if you do not see an orange gear in the upper right hand corner, please contact support@memberhub.zendesk.com to request site admin access. Thanks!

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