How to financials: Difference between revisions
From Pumping Station One
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* In the upper right hand corner, there are 4 accounts: Savings, Checking, PayPal, and PEX. Select Checking | * In the upper right hand corner, there are 4 accounts: Savings, Checking, PayPal, and PEX. Select Checking | ||
* select Recognized, and sort by date. | * select Recognized, and sort by date. | ||
*Step through the records: | |||
=== for Regular transaction === | |||
* Find the Appropriate vendor (Home Depot, Amazon, AirGas, etc) | |||
* Find the appropriate category - STandard accounting expense ( | |||
* Find the appropriate department - Usually the budget to charge the expense against. (Area, G&A for Board/administrative, or votes) | |||
* Memo: If the transaction has caveats, an RT ticket, or a wiki vote, add a link. | |||
When Done, press Add. | |||
=== For Transfers=== | |||
* Pex, Paypal | |||
== Category == | == Category == | ||
