Admin & Finance

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Admin & Finance by Mind Map: Admin & Finance

1. Core Budget

1.1. Core Budget 2018/19

1.2. Annual Budget Template

2. Project Management

2.1. Time & Budget Tracking

2.2. Template Project Budget

2.3. Where to send....

2.3.1. Invoices: [email protected]

2.3.2. Any other admin stuff: [email protected]

3. Expenses

3.1. Expenses paid with a GT credit card

3.1.1. Where is the card information?

3.1.1.1. Lastpass

3.1.2. Put all receipts in this google drive folder

3.1.2.1. Naming convention for files

3.1.2.1.1. Name of business_BU_VAT_Amount_DATE_filetype

3.1.3. Make sure it is added in the folder that corresponds with the right business unit

3.1.3.1. If the business unit the expense is part of does not exist yet, create a new folder!

3.2. Expenses you need to be reimbursed for

3.2.1. 1. Download the Xero Expenses app

3.2.1.1. Iphone

3.2.1.2. Android

3.2.2. 2. Add a new expense, including the receipt, through the app

3.2.3. 3. Click "submit" expense in the app

4. Invoicing

4.1. Getting paid for your work

4.1.1. Check the invoice amount with the project lead

4.1.2. Send your invoice to [email protected]

4.1.3. Billing Info

4.1.3.1. Greaterthan Collective Ltd 62 Prince Street, 5th Floor, Mariner House, BS1 4QD Bristol UNITED KINGDOM

4.1.3.2. VAT Number: 303039940

4.2. Invoicing a client

4.2.1. Make your own invoice

4.2.1.1. 1. Sign into your GT Xero account

4.2.1.2. 2. Go to "Business" > Invoices > New Sales Invoice

4.2.1.3. 3. Under "Branding", select the template that is in the currency you wish to invoice.

4.2.1.4. 4. Complete Invoice and click "submit"

4.2.2. Have someone make it for you

4.2.2.1. Send the following information to [email protected]

5. Start here!

5.1. Before you start, you may want yourself to get added as a user to Xero. This will enable you to:

5.1.1. submit expenses

5.1.2. create invoices

6. Resources

6.1. Back to main knowledge map

6.2. Greaterthan Handbook

6.3. Letterhead template

7. Accounting

7.1. Tracking codes in Xero

7.1.1. Projects

7.1.1.1. Cobudget

7.1.1.2. GT Academy

7.1.1.3. BWT

7.1.1.4. Consulting contracts

7.1.2. Internal = Business Units (BU)

7.1.2.1. GT Core

7.1.2.2. Personal BUs

7.1.2.3. Shrubberies

7.1.2.3.1. Cobudget

7.1.2.3.2. Academy

7.1.2.3.3. BWT

7.1.3. Read more details

7.2. Receipts

8. General Admin

8.1. Leaderhead template