May First Office Docs
May First Movement Technology's OFFICE documentation
Welcome
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Welcome to the May First Movement Technology office documentation.
This site is intended for May First staff people who are responsible for office administration - ensuring that member payments are properly coded, bookkeeping is properly kept, and general office administrative tasks are handled.
Membership Organizing
The primary task is using the membership life cycle as an opportunity for organizing our members. These tasks rely heavily on our CiviCRM database. They include:
- Introduce May First to the movement.
- Welcoming new members who join and ensuring they know what May First is and how to get involved.
- Answering questions from members or referring them to the people who can answer those questions
- Engaging with members to deepen our relationship
- Following up with members who have fallen behind on their dues to find out why and offer options for payment reduction.
- Members who pay in MXN (Mexican pesos) are handled by our sibling organization, Primero De Mayo/Enlace Popular.
Payments in and out
- Managing payments in - all credit card or Pay Pal membership
payments are automatically applied in our CiviCRM database, however checks
must be handled manually, and when something goes wrong, intervention is
needed to set things right.
- Anonymizing payments in - Members have the right to request that their payment information be anonymized.
- Making payments out - most of our expenses are regular monthly expenses and they are automated, however some must be made as one-offs.
Bookkeeping
In addition, the office workers are responsible for maintaining our books, which includes:
- Ensuring our income and expenses are recorded in out GNUCash accounting software (this step is mostly automated)
- Reconciling our books