Internal Book Overhaul

Inputs through Google Forms

• !!! Google forms to input money in through Endowment Funds, Sponsorships, and money out on spending

  • Can this be condensed to one master form that can handle everything?

    • Would need more IF functions for the sheets to be able to handle extra layer of sorting?

  • Add a way to edit the responses without going into the response sheet?

    • Maybe needing to wade into the jungle of Excel is an apt punishment for messing up your finances!

  • Add a line in the forms to ask who bought it and who’s approved it

    • Drop down with all the leads (with an other)

• !!! Google forms to input money spent

  • List what money was spent on

    • Currently using Concatenate function in excel, need to add commas/spaces between so it is readable

      • ConcatIF? Other functions can take data from columns that match specification (proposal #)

  • Macros needed to ‘pull down’ spreadsheet when form response is put in

    • Currently, if the sheet calls for a cell in a response sheet and a response is submitted, excel ‘helpfully’ makes all the called cells shift down by 1

    • I don’t know how to program in javascript

      • Either I learn how to do that the right way, I get someone else to do it, or I try to MacGyver some macro code off of google until it works just enough

  • ! For Endowment Funds (or sponsorships) that require money spent on specific things, raise flag when incorrectly spent

    • Flag if subcategory isn’t matching?

    • Flag unless purchase description words match?

      • What percent need to match? 50%, 70%?

Make it look pretty

• Hide ‘data’ sheets (where form responses get tracked)

  • Consolidate information into one sheet each for Endowment Funds, Sponsorships and General Spending (?), as well as one master Budget sheet

Handle reimbursement tracking Using Concur instead

• What can Wave do? We can probably copy a lot of it on our own

• Google forms to request reimbursement?

  • Should this notify an approver automatically?

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Master Budget

• Coalesce data into one master sheet

  • Pie charts?

  • Needs to produce something to make budget reports easy?