Hi
I'm the treasurer for Wikimedia New York City (WM-NYC). I went through
a period of looking at accounting software, thinking it was going to
make my job easier, especially having had a lot of experience with how
large corporations handle budgets, purchasing, chart of accounts,
general ledger, accounts payable, and reporting. Note, I'm not a
financial professional either.
I finally realized, that for me and my chapter, the KISS principle was
the operative principle at this time. I use Google Sheets for all my
financial work and reports, keeping them in Google Drive where they
are safe from my computer related losses. Plus they can be shared with
colleagues very easily. Since our chapter has been determined to be a
tax-exempt non-profit corporation (501c3 in USA), I don't need to
worry about sales or use taxes, which makes it easier. Also we
currently have no employees and don't sell anything. Just my
experience, and YMMV.
However, I am interested in participating in all the areas you
indicated related to financial reporting for affiliates as I plan on
participating in WikiCon USA 2016.
Pete Hess
User: Becksguy
On Wed, Dec 30, 2015 at 11:59 PM, Pine W <wiki.pine(a)gmail.com> wrote:
I was thinking of that, but unless something so
wonderful happens that I can
drop other commitments, I'll be staying home this year when so many others
are having fun in Berlin.
Pine
On Wed, Dec 30, 2015 at 8:52 PM, Gnangarra <gnangarra(a)wikimedia.org.au>
wrote:
may also be of interest in Berlin given may affiliates outside the US also
use it
On 31 December 2015 at 12:40, Pine W <wiki.pine(a)gmail.com> wrote:
Hi folks,
I'm now reasonably comfortable with Xero for the purposes of affiliate
internal accounting. I'm wondering, would anyone be interested in a tutorial
about accounting basics in Xero at WikiConference USA 2016? If there's
enough interest, I'm happy to lead a tutorial. We plan to have a lot of
video recording equipment at the conference, so it's possible that we can
facilitate live remote participation and/or recording for later viewing. I'm
trying to get a feeling for whether this would be of interest to other
Wikimedia affiliates, including those who would like to understand finance
reports prepared by others. I'm not a CPA, but I know enough to feel
comfortable with
accounting for movement funds in Xero. (: Let me know if this would be of
interest to you.
Legal disclaimer: the focus will be how to use the software, not what the
laws are in your particular jurisdiction.
Possible topics:
Reports
Chart of accounts
Bank feeds
Reconciliation
Expense claims
Bills
Accounts receivable
Petty cash
Sales tax
Use tax
Let me know (:
Regards,
Pine
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President - Wikimedia Australia
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M: 0434 986 852
gnangarra(a)wikimedia.org.au
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