2022-03-22 Office Manager knowledge transfer: budget
- Denise Kidd
Attendees: Jennifer, Jade Stephanie, Denise
Annual budget
Budget process is very new. Proposal at the beginning of the fiscal year. Spreadsheet comes from Becky.
Estimated income comes from Cognos report
Check requests - if not paid for P card or T&E card
shopping dashboard > Forms OR Showcase >Check Request
Tubes are paid for with check request
Monthly budget
Jade will send Jenn her reminders of when to do this
It’s ok if individual natural accounts are negative - just need to provide a justification.
CIEE purchases come out of our budget and they reimburse us via EIT - reimbursed funds cannot be reallocated
Parchment, Paradigm require POs and a sole source letter
Temps are paid via Admissions - need a way to indicate how we track how much we spent
Need to transition Kentwood account to someone
ID numbers should never be released via ticket, phone, or email. Students can access their ID numbers via Gibson. Students needing ID numbers for transcript orders can enter their SSN or 9 0's in the ID number field.