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- "body": "[{\"type\": \"paragraph\", \"value\": \"<p>This is a checklist of content that should be transitioned from\\r\\noutgoing to incoming financial officers. Please make sure to read the\\r\\nEUS <a href=\\\"Financial_Guidebook\\\" class=\\\"wikilink\\\"\\r\\ntitle=\\\"Financial Guidebook\\\">Financial Guidebook</a> for a full guide to\\r\\nbeing an EUS financial officer.</p>\\r\\n<h3 id=\\\"printouts\\\">Printouts</h3>\\r\\n<p>A Printout is the financial statement of an EUS account at the\\r\\ncurrent time. It outlines all expenses and revenues that an EUS group\\r\\nhas incurred so far. For the most current printout, you can send an\\r\\nemail to the VP Finance. There is an online database of printouts that\\r\\nare updated every few weeks located at <a\\r\\nhref=\\\"http://printouts.mcgilleus.ca/\\\">printouts.mcgilleus.ca</a></p>\\r\\n<p>Guiding Prompts for Outgoing Financial Officer:</p>\\r\\n<ul>\\r\\n<li>Explain what Account Printouts are</li>\\r\\n<li>Explain what Printouts are useful for and when you use them</li>\\r\\n<li>Explain briefly how to navigate the Drive and what to look for</li>\\r\\n</ul>\\r\\n<p>More Resources:</p>\\r\\n<ul>\\r\\n<li><a href=\\\"Printouts\\\" class=\\\"wikilink\\\"\\r\\ntitle=\\\"Printouts wiki page\\\">Printouts wiki page</a></li>\\r\\n<li><a href=\\\"Account_Names_&amp;_Numbers\\\" class=\\\"wikilink\\\"\\r\\ntitle=\\\"Find the account name for your EUS group\\\">Find the account name\\r\\nfor your EUS group</a></li>\\r\\n</ul>\\r\\n<h3 id=\\\"cheque_reqs\\\">Cheque Reqs</h3>\\r\\n<p>Cheque Requisitions (Cheque Req's) are the main form of reimbursement\\r\\nfor general EUS expenses. When you buy something for your group (it\\r\\nneeds to be an approved purchase), you create a cheque req to get\\r\\nrefunded for your purchase. You can pay in cash, credit, or debit- it\\r\\ndoesn't matter, as long as you have a receipt/proof of purchase.</p>\\r\\n<p>Guiding Prompts for Outgoing Financial Officer:</p>\\r\\n<ul>\\r\\n<li>Explain what cheque reqs are</li>\\r\\n<li>Explain briefly how you do them <a\\r\\nhref=\\\"https://help.nexonia.com/hc/en-us/articles/360004094372-Submitting-Expense-Reports\\\">(Nexonia\\r\\ndemo)</a>\\u00a0</li>\\r\\n<li>Identify any positions or events within your group that typically\\r\\nrequire a lot of cheque reqs</li>\\r\\n</ul>\\r\\n<p>More Resources:</p>\\r\\n<ul>\\r\\n<li><a href=\\\"Cheque_Requisition\\\" class=\\\"wikilink\\\"\\r\\ntitle=\\\"Complete Cheque Req guide\\\">Complete Cheque Req guide</a></li>\\r\\n</ul>\\r\\n<h3 id=\\\"budgeting\\\">Budgeting</h3>\\r\\n<p>A budget is a plan of expenditures and revenues for the year. It is\\r\\nnot a request for funding \\u2013 it is a forecast of where money is coming\\r\\nfrom and where it is leaving. A budget should be as accurate as\\r\\npossible, and should be binding (unless something unexpected comes up \\u2013\\r\\nin that case you must get the appropriate approvals to deviate from the\\r\\nbudget). There should be some flexibility built into budgets to avoid\\r\\noverspending.</p>\\r\\n<p>Guiding Prompts for Outgoing Financial Officer:</p>\\r\\n<ul>\\r\\n<li>Explain the EUS Budget Template\\u00a0\\r\\n<ul>\\r\\n<li>Difference between estimated and actuals\\u00a0</li>\\r\\n<li>Timeline and estimated budget deadlines</li>\\r\\n</ul></li>\\r\\n<li>Explain where to find past budgets\\r\\n<ul>\\r\\n<li>Make sure you (the outgoing FO) have <strong>actuals filled in by\\r\\nthe end of the fiscal year!\\u00a0</strong>(April)</li>\\r\\n<li>Encourage them to use past budgets as a guide but not copy them\\r\\nexactly. Use the <a href=\\\"Printouts\\\" class=\\\"wikilink\\\"\\r\\ntitle=\\\"account printouts\\\">account printouts</a> for your group to\\r\\n<strong>get an idea of actual past spending</strong>.</li>\\r\\n<li>Explain any comments or special items on your group\\u2019s budget\\r\\n<ul>\\r\\n<li>Make sure to add comments or extra information where it will be\\r\\nhelpful!</li>\\r\\n</ul></li>\\r\\n<li>Encourage them to add or remove line items, change projected values,\\r\\netc. as they see fit - you can recommend what may be useful for\\r\\nthem\\u00a0</li>\\r\\n</ul></li>\\r\\n<li>Refer to committee spending guidelines if they are applicable to\\r\\nyour group (Link here when finalized)\\u00a0</li>\\r\\n</ul>\\r\\n<p>More Resources:</p>\\r\\n<ul>\\r\\n<li><a href=\\\"Budget\\\" class=\\\"wikilink\\\"\\r\\ntitle=\\\"Complete EUS budgeting guide\\\">Complete EUS budgeting\\r\\nguide</a></li>\\r\\n</ul>\\r\\n<h3 id=\\\"funds_and_sponsorships\\\">Funds and Sponsorships</h3>\\r\\n<p>Funds and sponsorships are important revenue streams for many EUS\\r\\nGroups. Obtaining funding or sponsorship can reduce your deficit,\\r\\nincrease your profits, or allow you to lower prices for your\\r\\nparticipants.\\u00a0</p>\\r\\n<p>Guiding Prompts for Outgoing Financial Officer</p>\\r\\n<ul>\\r\\n<li>Explain any funds that your group has applied to in the past (MESC,\\r\\nSSMU, EUS, etc.)\\u00a0</li>\\r\\n<li>Explain any sponsorship that your group has received\\u00a0 in the past\\r\\n<ul>\\r\\n<li>Give details and contact info for past sponsors</li>\\r\\n<li>Recommend any potential sponsors that they should look into\\u00a0</li>\\r\\n</ul></li>\\r\\n</ul>\\r\\n<p>More Resources:</p>\\r\\n<ul>\\r\\n<li><a href=\\\"Funding_Sources\\\" class=\\\"wikilink\\\"\\r\\ntitle=\\\"List of EUS funding sources\\\">List of EUS funding sources</a></li>\\r\\n</ul>\\r\\n<h3 id=\\\"other_info\\\">Other Info</h3>\\r\\n<p>(Discuss these topics or others if they are especially applicable to\\r\\nyour group!)\\u00a0</p>\\r\\n<ul>\\r\\n<li><a href=\\\"Internal_Transfer\\\" class=\\\"wikilink\\\"\\r\\ntitle=\\\"Internal transfers\\\">Internal transfers</a></li>\\r\\n<li><a href=\\\"Budget#Taxes\\\" class=\\\"wikilink\\\" title=\\\"Taxes\\\">Taxes</a></li>\\r\\n<li><a href=\\\"FOAPAL\\\" class=\\\"wikilink\\\" title=\\\"FOAPAL\\\">FOAPAL</a></li>\\r\\n<li><a href=\\\"Online_Payments\\\" class=\\\"wikilink\\\"\\r\\ntitle=\\\"Yapsody and fees\\\">Yapsody and fees</a></li>\\r\\n<li><a href=\\\"Budget#Taxes\\\" class=\\\"wikilink\\\"\\r\\ntitle=\\\"International Spending\\\">International Spending</a></li>\\r\\n</ul>\\r\\n\", \"id\": \"2c9cc7bf-d986-424c-932f-d65faf6120b8\"}]",

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- "live_revision": 187,

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- "search_keywords": " Financial Officer Transition Guidelines",

- "last_published_at": "2025-11-23T07:10:42.899Z",

- "latest_revision_created_at": "2025-11-23T07:10:42.894Z"