Year End Budget Report 13 March 2018

Reporting Report due 13 April 2018 Send to your Regional Health Manager Financial Report Receipts - as a single PDF

Financial Report An Excel spreadsheet Emailed from your RHM Budget Tab Enter Report Date Enter Actual Expenses, Variance will auto-calculate You can move 10% of your total budget without SOI approval VIK Tab Enter all VIK for your Healthy Communities work Do not include funds received from SOI Do include VIK from your SO Program Pull up an example of the Financial Report Template

Receipts Write the reference # at the top of each receipt Salary – Reference #1, Telephone – Reference #6, etc. Receipts must: Be readable Include the name of the vendor, the items purchased, the date, and the amount Salary Send timesheets for all staff paid by the HC grant (even if they are salary employees) Send as a single PDF file The “What”

International Programs Grant Award Include a copy of the bank statement indicating the amount actually received Wire fees may mean that the Program did not get the total budget amount Receipts If receipt is not in English, please translate the date, vendor name, and item(s) purchased. Convert to US Dollars Include the exchange rate you used to covert the currency Use OANDA.com and use the date on the receipt to get the conversion rate The “What”

Questions?