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? Lastpass

3.1.2. Put all receipts in this google drive folder Naming convention for files 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 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 Iphone 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. General invoicing guidelines

4.2. Getting paid for your work

4.2.1. Check the invoice amount with the project lead

4.2.2. Send your invoice to [email protected]

4.2.3. Billing Info Greaterthan Collective Ltd 62 Prince Street, 5th Floor, Mariner House, BS1 4QD Bristol UNITED KINGDOM VAT Number: 303039940

4.3. Invoicing a client

4.3.1. Make your own invoice 1. Sign into your GT Xero account 2. Go to "Business" > Invoices > New Sales Invoice 3. Under "Branding", select the template that is in the currency you wish to invoice. 4. Make sure to select the correct tracking codes in the invoice lines Which tracking codes to I use? 5. Add the right taxes Do I need to add VAT to the invoice?

4.3.2. I don't have access to xero 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 Cobudget GT Academy BWT Consulting contracts

7.1.2. Internal = Business Units (BU) GT Core Personal BUs Shrubberies Cobudget Academy BWT

7.1.3. Read more details

7.2. Receipts

7.3. Using Xero to find information

7.3.1. An example of looking up the balance of a BU (here: Better Work Together BU)

8. General Admin

8.1. Leaderhead template

8.2. Partnership with Optimi

8.2.1. Scope and work brief March 2019