2015 Budget Meeting 1

Meeting start: 7pm 2014-11-05

Went over layout of quick books
Is there an expense report user for quickbooks? - Yes with concur
Investigate expense system options - Concur is $8 per user
Played with budgets and reports
Discussed how to gather FY15 budget data from area hosts using spreadsheets
Discussed reorganizing departments to make hierarchies for general and admin departments
Discussed moving some expense classes to new departments for better forecasting i.e
Discussed making sure area hosts spend budget in an even distribution across the FY
Phoned Intuit to get cost information on more users but they where closed

Create FY15 Budget Data collection spread sheet
Create area host accounts in google apps domain
Create area host report access users in quickbooks (free user)
Install and configure Concur expenses app in quick books
Install and configure paypal app in quickbooks
Create user accounts for TJ and MS in quick books
Work out costing to upgrade to 6-10 user accounts subscription
Meet with Area Hosts before member meeting next Tuesday to discuss budget stuff.
Train dogs to only bark at ups/fedex/usps guy not anyone

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