[Finance] Notes from Finance meeting
Rachael Alpern
ecodesign.ra at gmail.com
Tue Jul 25 10:15:41 PDT 2017
Hi All,
Please see the points I jotted down last night about changes to the finance
reporting:
1) Break up current assets down to more categories. (ie. different
accounts)
2) More detail on the year to date operations. More lines to break up the
numbers a bit more.
3) Create a Marketing or Advertising row
4) Change the title "overhead" to "Administration" (sic). Include Contract
staff as a subheading. Consider breaking down mark's salary into outreach,
advocacy, and consultation so people can see where the funding goes.
5) Bike Valet needs to be changed. Mark has more info on this.
6) Notes/highlights should be filled in so that we know what major changes
happened in the month.
7) keep Grants as a line item even if it is $0.
Regards,
Rachael Alpern
B.Env.D., M.Arch., LEED AP
204.558.7668
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