UBUMWE SACCO GAKENKE
Put your agreements in writing.
Clear contributions, decisions and responsibilities help a group work from shared information.
Work through the steps
Record how decisions are made
Agree on the goal, meeting schedule and record keepers. Write down how contributions and activities are approved. For a group account, ask the SACCO to confirm its requirements and authorised signatories.
Keep evidence for each activity
Record the date, payer or recipient, amount and purpose. Link the entry to a receipt. After a meeting, record the decision, who will act and when it is due.
Reconcile records regularly
Compare group records with receipts or the account statement. Explain differences before making further decisions. When responsibilities change, list the documents handed over and who received them.
IN YOUR NOTEBOOK
What to write down
- Contributions
- Date, member, expected amount, paid amount and evidence.
- Decisions
- Decision, approval, owner and deadline.
- Handover
- Documents transferred, sender, recipient and date.