| 1 | |  | WEEK OF GO-LIVE |
| | | |
| 2 | | | Activate and login to your Billhighway account |
| Week 1 | Activate Your Billhighway Account | You will receive an activation email from Billhighway Support. Be sure to check your junk mail or spam folder. |
| 3 | | | Review Billhighway training session |
| Week 1 | Previously Recorded Training | |
| 4 | | | Review recorded training videos and Billhighway Resource Center |
| Week 1 | Training Resource Center | |
| 5 | | | Update Contact Information for your group within Billhighway |
| Week 1 | Primary Contact Info | This is needed in order to receive notifications for funds coming into your chapter/region |
| 6 | | | Create an initial transfer of $100-$500 from your local bank account |
| Week 1 | Transfer Funds | Navigate to Other Tools > Transfer Funds > Select 'Local Bank Account' as 'Transfer From Account' |
| 7 | | | Download the Billhighway Anywhere App |
| Week 1 | https://apps.apple.com/us/app/anywhere-by-billhighway/id1550942743
https://play.google.com/store/apps/details?id=com.billhighway.anywhere | Download the Billhighway Anywhere App from the Apple App Store or Google Play Store and log in. You'll be able to deposit checks without an Anywhere card reader device. However, if you want to accept card payment via Anywhere, you'll need to order a card reader. |
| 8 | | | Review your dues disbursement from CSI National |
| Week 1 | | Look for an email confirmation to your group's primary contact and review the deposit by navigating to Reports > Transaction Reports > Deposits
*Note: In order to receive the email notification you must update your group's primary contact info. See above.
Additional dues disbursement details can be found under Reports > Transaction Reports > External Group Distributions - Detail OR External Group Distributions - Summary |
| 9 | | | Order your Billhighway Materials (as needed) |
| Week 1 | | |
| 10 | | Week 1 | Order Your Prepaid Card | Navigate to > Cash Out > Prepaid Card > Order Card |
| 11 | | Week 1 | Order Check Stock | Navigate to > Cash Out > Checks > Order Checks |
| 12 | | Week 1 | Order Your Anywhere Device | Navigate to > Cash In > Order an Anywhere Device |
| 13 | | | POST GO-LIVE |
| | | |
| 14 | | | Review Memberplanet training session |
| Week 2 | | |
| 15 | | | Begin using MemberPlanet Events platform |
| Week 3 | Memberplanet Previously Recorded Training | Navigate to Cash In > Events |
| 16 | | | Enter fiscal year budget into Billhighway |
| Week 3 | Enter Your Budget | Navigate to Other Tools > Budgets > Budgets |
| 17 | | | Fund your Billhighway account by creating a transfer |
| Month 2 | Funding Your Account | Navigate to Other Tools > Transfer Funds > Select 'Local Bank Account' as 'Transfer From Account'
Be sure to leave a balance in your local bank account to cover any pending or uncleared transactions. |
| 18 | | | All group finances and transactions are initiated and managed in Billhighway |
| Month 2 | | |
| 19 | | | Ensure all checks and transactions from your local bank account have cleared and transfer remaining funds into Billhighway |
| Month 2 | Transfer Funds | Navigate to Other Tools > Transfer Funds > Select 'Local Bank Account' as 'Transfer From Account' |
| 20 | | | (Optional) Close your local bank account |
| Month 3 | | Prior to closing your bank account, it is important to request copies of all financial statements through the fiscal year end. |