Financial Officer Transition Checklist: Difference between revisions
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Guiding Prompts for Outgoing Financial Officer: | Guiding Prompts for Outgoing Financial Officer: | ||
* Explain what cheque reqs are | * Explain what cheque reqs are | ||
* Explain briefly how you do them [https:// | * Explain briefly how you do them [https://help.nexonia.com/hc/en-us/articles/360004094372-Submitting-Expense-Reports (Nexonia demo)] | ||
* Identify any positions or events within your group that typically require a lot of cheque reqs | * Identify any positions or events within your group that typically require a lot of cheque reqs | ||
More Resources: | More Resources: | ||
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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 | ||