# How do we hand the treasurer's job to someone new without losing anything? — SorrelSites *Attach the work to the title, not the person. On SorrelSites, dues, payment records and open follow-ups belong to whoever holds the Treasurer position, so electing a new one moves the access and the open items with the title — not a manual handover of logins, spreadsheets and half-remembered habits. The new treasurer signs in to the same record the last one used, with nothing to migrate.* [← All guides](/guides/) Board & governance ## How do we hand the treasurer's job to someone new without losing anything? Attach the work to the title, not the person. On SorrelSites, dues, payment records and open follow-ups belong to whoever holds the Treasurer position, so electing a new one moves the access and the open items with the title — not a manual handover of logins, spreadsheets and half-remembered habits. The new treasurer signs in to the same record the last one used, with nothing to migrate. 3 min read · Updated 2026-09-03 The treasurer's handover is where most small organizations lose the most institutional knowledge in one sitting: a login shared over coffee, a spreadsheet emailed as an attachment, and a set of habits nobody wrote down. Whatever the outgoing treasurer didn't think to mention is gone. ### What usually goes missing - Which members are behind on dues, and who has already been reminded. - Where last year's budget notes and bank reconciliations live. - Open questions with the bank, a vendor, or a member — half-finished, and easy to drop. ### What changes when the work is tied to the position Elect a new treasurer and the access their position carries is already theirs — the dues ledger, the payment history, the reports — without anyone forwarding a login. Open action items assigned to "Treasurer" move with the title automatically, so a follow-up started under the outgoing officer is simply waiting under the new one's name. Who's paid and who hasn't is a fact the organization's account keeps, not something living in one person's spreadsheet. A quick test of any handover, tool aside: could the new treasurer answer "who owes us money right now?" on their first day, without calling the last one? If the answer is no, the organization was one resignation away from finding out the hard way. ### Not ready to start a trial? Get what we're building for clubs and associations, who asked for it, and what we decided not to build. [What's in it →](/newsletter/) Want a look at your own setup? Half an hour with the founder, and your first two months are free if you join. [Book half an hour →](/evaluate/) Subscribe ### Ready to spend your time on members? Start free for 14 days — no credit card, and your site is live at your own address as soon as you confirm your email. [Start free](/signup/)