[Finance] Notes from Finance meeting

[Kaye Grant]

Thanks Rachael

 

From: Rachael Alpern [mailto:ecodesign.ra at gmail.com] 
Sent: Tuesday, July 25, 2017 12:16 PM
To: Finance Committee (Philip, Mark, Rachael, Bill); Kaye Grant
Subject: Notes from Finance meeting

 

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

 

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