Managing the Process: Sonoma’s approach. Request Tracking Sheets.

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Presentation transcript:

Managing the Process: Sonoma’s approach

Request Tracking Sheets

Modified PBC List

Leadsheets By GAAP Account and Net Asset Category with State and CSU Fund

Leadsheets GAAP beginning balances + current year legal + GAAP adjustments = GAAP ending balances

Leadsheets Dollar and percentage change calculated for analytical review

Leadsheets Example with: Analytical review Links to backup

Paperless (mostly)

Adobe Use text boxes Print to pdf

Sonoma’s Approach Request tracking sheets Modified PBC listing Detailed leadsheets Paperless approach

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