[foundation-board] Invitation to join Open Knowledge Foundation Ltd

Wed Aug 11 11:33:16 UTC 2010

Hi Rufus

I've now had a chance to take a peek at Xero. Wow.

This is such an improvement on previous reporting to the Board, hats
off to you and to your new admin assistant for putting the work in to
get this up and running. And thank you.

I went to Adviser > Management report and scrolled through the 6 page
report it generated. I then poked around Accounts, looking through the
bank accounts, accounts receivable (where I could scroll through the
invoices you'd raised that are yet to be paid), and accounts payable
(where I could see what we owed to others). It was all really clear.

I agree that the missing piece of the puzzle is how to represent
invoices we have yet to receive but we know are coming. I see there's
a "draft" invoice option - would this be a good place to store what
are basically purchase orders to keep track of this aspect of the
organisation's finances. In any case, Rufus, it would be great if you
could bring to the presentation this figure (ie, amount of invoices we
know are coming) so we can have a complete picture of OKF's finances.
I gather from looking at Xero that this will include a lot of accounts
payable to do with WDMMG, as I only see invoices for Iconomical and
you in the Accounts receivable.

Thanks again, and warm wishes

Becky

Becky

On 10 August 2010 11:47, Rufus Pollock <rufus.pollock at okfn.org> wrote:
> Hi All,
>
> I have just set up a xero account for all board members to use for
> viewing the OKF accounts:
>
> email: foundation-board at lists.okfn.org
> password: standard board password (see email from a month or so ago
> with updated board password)
>
> Together with the new admin assistant I have done a lot of work over
> the last couple of weeks to enter our existing financial info into
> xero. Some aspects are still missing: e.g. not yet sure how to
> represent monies we know will be owing to people but which have not
> yet been invoiced (I guess we can create a 'fake' accounts payable
> invoice ...). I will be working further on this as well as generating
> good reports tomorrow.
>
> In the mean time it would be great if board members started perusing
> this prior to the meeting on Thursday. Board members also have
> relevent permissions to add notes, generate reports etc so please feel
> free to do this.
>
> Regards,
>
> Rufus
>
> On 10 August 2010 11:34, Accounts Open Knowledge Foundation
> <payments at okfn.org> wrote:
>> Hello OKF,
>>
>> Open Knowledge Foundation Ltd would like you to access their account at
>> Xero. Open Knowledge Foundation Ltd uses Xero to help manage their business.
>>
>> To accept this invitation please use the following link:
>>
>> https://login.xero.com/c?token=M1qnU4vS-K6B4OFnlzBs22
>>
>>
>>
>> To learn more about being invited to Xero use the following link:
>> http://help.xero.com/#Q_AcceptDeclineInvite
>>
>> Xero recommends you use the latest version of your browser. For more
>> information please refer to our System Requirements help.
>>
>> _______________________________________________
>> foundation-board mailing list
>> foundation-board at lists.okfn.org
>> http://lists.okfn.org/mailman/listinfo/foundation-board
>>
>>
>
>
>
> --
> Open Knowledge Foundation
> Promoting Open Knowledge in a Digital Age
> http://www.okfn.org/ - http://blog.okfn.org/
>
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