Financial Officer Transition Checklist: Difference between revisions
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** Timeline and estimated budget deadlines | ** Timeline and estimated budget deadlines | ||
* Explain where to find past budgets | * Explain where to find past budgets | ||
** Make sure you (the outgoing FO) have '''actuals filled in by the end of the fiscal year! ''' | ** Make sure you (the outgoing FO) have '''actuals filled in by the end of the fiscal year! '''(April) | ||
** Encourage them to use past budgets as a guide but not copy them exactly. Use the [[Printouts|account printouts]] for your group to '''get an idea of actual past spending'''. | ** Encourage them to use past budgets as a guide but not copy them exactly. Use the [[Printouts|account printouts]] for your group to '''get an idea of actual past spending'''. | ||
** Explain any comments or special items on your group’s budget | ** Explain any comments or special items on your group’s budget | ||