filing

Filing System Basics for Non-Profits

Filing System Basics for Non-Profits

Posted in office operations / filing

I remember a conversation I had with a colleague from another organization. She confessed she had all her hard copy files in order but didn’t really understand how to make a computer filing system. Whenever she created a document on the computer, she would print a hard copy for filing but leave...


Easy Non-Profit Financial Filing System

Easy Non-Profit Financial Filing System

Posted in financial management / office operations / filing

It’s a typical non-profit office day and you are working on the accounts. Let’s imagine you’ve paid a bunch of bills, entering each one into your accounting software. Let’s also imagine you’ve opened the mail and there are a few receipts as well as a grant payment. And finally, you create a...


Keeping Employee Files

Keeping Employee Files

Posted in office operations / filing / staff team

Your non-profit likely has a privacy policy. If your non-profit has a web site, you for sure have a privacy policy. The policy talks about how you will collect and store information about your customers, clients, and maybe stakeholders. But have you thought about a privacy policy as it pertains...


The Board meeting is over, what do you do with the minutes?

The Board meeting is over, what do you do with the minutes?

Posted in filing / board meeting

The board meeting is over, someone took minutes, and now you don't know what to do with them. Start by typing up the minutes, usually in a digital format, and distributing the minutes to everyone who attended the meeting. Some non-profits will have a private online folder or private website...


Housekeeping

Housekeeping

Posted in office operations / filing / policy / board meeting

Today I was answering a handful of questions from a new board member who is one of the signers for financial documents. One of her questions was around a purchasing practice that we’ve been doing for almost a decade. She’s new to her role and wasn’t familiar with this specific practice; and good...


Past Due, Easy Bill Payment

Past Due, Easy Bill Payment

Posted in financial management / filing / bookkeeping

The bills are coming in and you need to get cheques printed and in the mail. Where do you start? Here is an easy step-by-step process you can follow to ensure bill payment stays organized. Let’s get started. THE PAYMENT PACKAGE I like to treat each bill payment as an individual package....