Centralized
Banking System
Girl Guides of Canada, Ontario Council uses a centralized
banking system for all Units and Trefoil Guilds.
| Need
help using this system? |
Unit/Trefoil Guild Treasurer - Roles & Responsibilities PDF
Ontario Council - Standards of Financial
Practices PDF
Unit Banking Quick Tips
Quick Tip 1 - Accessing the Unit Banking Website
Quick
Tip 2 - Understanding the Main Screen
Quick Tip 3 - Understanding Unit Banking Terms
Quick Tip 4 - Submitting a Manual Expense Request
Quick Tip 5 - Submitting a Credit Limit Request
Quick Tip 6 - Submitting a Transfer Request
Quick Tip 7 - Running a Balance Report
Quick Tip 8 - Understanding the Balance Report
Quick Tip 9 - Allocating a Deposit
Quick Tip 10 - Allocating a Purchase Card Expense
Quick Tip 11 - Revising or Deleting a Transaction
Quick Tip 12 - Common Errors Explained
Centralized
Banking Quick Tips 1-12 – Full
Document (PDF)
Contact the Unit Finances Specialty
Community Help Desk:
by phone: 1-877-857-3053 or 416-926-2351
ext. 2500
by e-mail: unitbanking.help@guidesontario.org
Girl Units:
Contact your Unit Administrator http://www.guidesontario.org/contact/ua.htm
Consult the Financial
Guidelines for Units FAQ’s (Web
page) (PDF)
Trefoil Guilds
contact the Unit Administrator for Community 7 unitadmin.7@guidesontario.org
Consult the Financial Guidelines
for Trefoil Guilds (Web page) (PDF)
| Centralized
Banking Forms |
Sample Closing Letter to Bank Word
Centralized Banking Account Set Up Form
Word / PDF
Centralized Banking Account Closing Form Word /
PDF
Unit Treasurer Year End Checklist Excel / PDF
Electronic Funds Transfer (EFT) – New
Process! Word / PDF
|
The following actions can be taken through your online
account.
Look under the "Transactions" tab
on the main screen.
- Purchase card credit limit change
- Transfer of funds
Look on MemberZone to get General Receipt
|
|
Click
here
to access your centralized
banking account.
|
