This here is a guide to all your financial needs. Insert text here for complete guidance on how to do finance stuff. Follow along with this comprehensive guide and follow along step by step in order to do your thang correctly!
FAQ Page
Any other questions you may have? Visit the FAQ page fort any answers we may have for your needs. The page will also direct you to who to contact if you need advice or help on a specific software or site.
FAQ Page
New Employee Setup
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Budget Guide
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PO Guide
What you need:
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1. Link to Competitive Analysis Form – Ab idigent prae minte repeligento mi, endicimus rest audit volorae ceatect oremolu ptaturios doluptia is id ma dolo tempor si ulluptatur, ipiet aliqui qui diorporendit ent.
Competitive Analysis Form
2. Tipalti PO Request – Ab idigent prae minte repeligento mi, endicimus rest audit volorae ceatect oremolu ptaturios doluptia is id ma dolo tempor si ulluptatur, ipiet aliqui qui diorporendit ent.
Tipalti PO Request Form
3. Change Order Form Request Form – Ab idigent prae minte repeligento mi, endicimus rest audit volorae ceatect oremolu ptaturios doluptia is id ma dolo tempor si ulluptatur, ipiet aliqui qui diorporendit ent.
Change Order Request Form
Policy Document
Here will be info on what you need to know regarding our policy and whatnot. This Callout module can be used for any important documents we want to make sure people see.
Purchase PolicyCapEx + MM Form
The new form will automatically be emailed Leah and Lindsay for review when you submit. We are unable to accommodate late submissions; anything submitted after 11/16 will not be considered. There’s a new option on the request form to mark your request as scalable. This will give you the opportunity to enter multiple price points for the project. In the coming weeks, you’ll receive invitations to present your CapEx projects to the Committee, likely in early to mid-December. While the budget request form remains the primary document, the presentation allows you to provide context and answer questions. No formal presentation or supporting materials are required, but you will be asked to present your requests in priority order. Point of contact for questions: Leah, Lindsay, or Nate.
CapEx Request Form
Submit/Pay a Bill
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1. Approve a Bill
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Tipalti Email
Tipalti Dashboard
2. Payment Request
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GRAM
3. Portal Navigation
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Send an Invoice
1. Step one
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2. Step Two
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Philanthropy
1. Step one
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2. Step Two
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Send an Invoice
1. Step one
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2. Step Two
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Intro to Sugar
Getting Started
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Resources and Links
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1. Planning a Purchase
Budget Guide:
Vena
PO Guide Forms:
Competitive Analysis Tipalti PO Request Change Order Request
CapEx + MM Form
CapEx Request
2. Send Funds
Submit/Pay a Bill
Link to Tipalti
5. Sugar CRM
Sugar CRM
Sugar Link
Documents
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