Year End Budget Report 12 March 2019

Reporting Report due 15 April 2019 Upload to your Dropbox Folder – email your RHM to let them know it’s there. 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 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 Upload as a single PDF file

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 Pull up Oanda.com

Questions?