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.

The short answer

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.