Document Files Resource Review 
sgEngage
SEPTEMBER 19, 2024
Here are some of the key elements that should be included in your AP policy document: Receiving and Approving Invoices Outline how invoices can be received and who should approve them, including backup approvers when staff are out of the office. Clear documentation standards help maintain accuracy and facilitate audits.
.orgSource
JUNE 25, 2023
Evaluate Resources IT deficits equal a rocky road for remote work. If you don’t have the budget to provide these resources, you probably need to rethink staffing and business models. What are the requirements for calendar and file sharing? But do begin with clear documentation that is available to everyone.
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Bloomerang
SEPTEMBER 6, 2024
Nonprofits are all about making the most out of what they have—small budgets, limited resources, and big dreams. Here’s a step-by-step guide to make sure you’re doing it right: Before you cancel Review your contract : Give that contract a close read. Document everything : Keep detailed records of every interaction with your provider.
sgEngage
APRIL 23, 2024
To mitigate risk throughout your grant cycle, you need to know your grantees through relationships and documentation, support their internal controls, and set up a process for whistleblower complaints. Mitigate Risks by Knowing Your Grantees The more you know about your grantees, the better decisions you can make.
sgEngage
JULY 24, 2024
Having multiple people working on your organization’s finances helps ensure accuracy—not only by delegating tasks efficiently, but also by allowing for additional review of records and reports. However, their main duties generally include: Reviewing and maintaining financial records. Filing tax forms. Analyzing budgets.
sgEngage
AUGUST 19, 2022
In addition to reviewing and updating your nonprofit operating budget each year, your financial team should also regularly evaluate your process for creating that document. Review your strategic plan so everyone is familiar with the organization’s larger goals. That includes both the budget and the process for creating it.
sgEngage
JUNE 15, 2023
The annual financial audit is a great time to review your statements through a risk lens and search the corners of your financial statements for long-forgotten issues that could contaminate an entire balance sheet. As part of your regular discussion with your auditor, preferably at the start of your fiscal year, review your internal controls.
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