User Tools

Site Tools


acq:startingacq

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revisionBoth sides next revision
acq:startingacq [2020/05/18 13:38] – [Soft Skills] tlittleacq:startingacq [2020/05/18 13:40] – [Soft Skills] tlittle
Line 19: Line 19:
  
 Best practice would be for your local acquisitions coordinator to compare fund balances with bookkeeping once a month. If that's not possible / preferable, then at least having an open line of communication about any changes in fund balances is necessary. Best practice would be for your local acquisitions coordinator to compare fund balances with bookkeeping once a month. If that's not possible / preferable, then at least having an open line of communication about any changes in fund balances is necessary.
 +
 +Example: You started the year with $20k in local materials funds, which was then entered into Acquisitions. Two months later, the roof is leaking and you need to shift $10k of those funds into repairing the roof. This needs to be communicated to your local acquisitions coordinator so they can adjust their funds in Acquisitions.
 ===== Monetary Investments ===== ===== Monetary Investments =====
  
acq/startingacq.txt · Last modified: 2021/07/12 12:58 by tlittle