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Keeping records when officers change

When a treasurer or secretary steps down, the club's records stay with the club. renuzy walks the old and new officer through the handover step by step.

The records belong to the club

Members, payments, notes and reports live in the club's renuzy account, not in anyone's own files. Every change is logged with a name and a date, so the next person can see what happened and why.

Handing over to a new treasurer

  1. Go to Handover and press Hand over to a new treasurer.
  2. Type the new treasurer's name and email.
  3. Choose what happens to your own access and from which day: read only for 30 days and then removed, or removed.
  4. Press Start the changeover.
  5. Work down the steps together: the handover pack, Stripe, the bank, where member replies go, and whose card pays for renuzy.

The new treasurer gets a sign in link, how the club is set up, and one short task a day for their first week. On the day you picked, renuzy changes your access by itself.

The step that matters most

If the bank account on your club's Stripe account is a past treasurer's own account, change it in Stripe that day. renuzy cannot change the bank for you.

Other officers

Give each helper a role that fits: owner, treasurer, membership volunteer, or a read only view for the board. Each person sees only what their role needs, so money stays with the people allowed to touch it.

Keep two owners on every club, so nobody is ever locked out. When someone leaves the board, remove them from your report list and their report links stop working.

What does not change

Your price lock belongs to the club, so it carries on through a change of treasurer. Our free treasurer handover checklist and records retention schedule work with or without renuzy.

Questions

How long does a handover take?

About a week, a little each day.

What if the treasurer leaves with nobody to take over?

On Handover, under Who has access, they can step down next to their own name. Keep a second owner so the club is never left without one.

Monthly price by club size

Up to 100 members$29
Up to 300 members$35
Up to 1,000 members$55
Up to 2,000 members$89
Up to 3,000 members$129
Up to 6,000 members$195
Up to 10,000 members$250
More than 10,000Custom

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