Accessing and View Chapter Finances in Member Portal
10 steps
2 minutes
Salesforce
1
Navigate to <https://portal.sigmachi.org/>
2
Click "Financial Dashboard"
3
Navigate to the "Chapter Billing Information" section to view an excess pledging supplies with instructions on how to return.
4
Navigate to "Account Balance" to view the chapter's balance and whether it's 30,60,90, or 90+ days over due.
5
"Unpaid Charges"
6
"Recent Payments"
7
Navigate to "Budgets" to view or download your chapter's most recent budget.
8
Click "View"
9
Click "Download"
10
Navigate to the bottom to view your chapter's Tax ID number and it's validity.
Accessing and View Chapter Finances in Member Portal
10 steps
2 minutes
Salesforce
1
Navigate to <https://portal.sigmachi.org/>
2
Click "Financial Dashboard"
3
Navigate to the "Chapter Billing Information" section to view an excess pledging supplies with instructions on how to return.
4
Navigate to "Account Balance" to view the chapter's balance and whether it's 30,60,90, or 90+ days over due.
5
"Unpaid Charges"
6
"Recent Payments"
7
Navigate to "Budgets" to view or download your chapter's most recent budget.
8
Click "View"
9
Click "Download"
10
Navigate to the bottom to view your chapter's Tax ID number and it's validity.
