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- Attend any leads meetings
- Create an easy-to-use portal for C2S2 members to submit transaction requests
- Perform all monetary transactions for C2S2
- This includes using the correct channel (p-card/E-shop/IWantDoc), as well as submitting reimbursements when necessary
- Review the Audit Dashboard on a weekly basis for any/all transactions
- Verify ones that are done by C2S2, and alert Kate Reiter to any foreign transactions
- This is ideally done weekly, but should be done on a monthly at a bare minimumbasis, at the beginning of each calendar month
- Report at all-hands meetings as to the status of C2S2's monetary funds
- It is anticipated that the Audit Dashboard review would happen right before this
- When necessary (twice a year), prepare budget statements for the Project Team staff
- Templates should be provided by Kate Reiter, and can usually be found on the Project Team Leads Canvas
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- Audit Reporting Dashboard
- e-SHOP
- The default Object Code for Project Teams is 6540 (Lab Supplies). Use this for most items.
- Procurement Gateway (general gateway for all transaction methods)
- C2S2 is Account E208017
- Many teams have both a gift account and a "regular" account, although C2S2 only has one as a Shen-funded project team (we solely rely on gifts for the duration of the Shen Fund). If we later acquire a second account, the general advice is to spend from the gift account first
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