Treasurers December 2015

treasurers@lists.wikimedia.org

4 participants
5 discussions

Re: [treasurers] [Affiliates] Presentation on accounting basics in Xero at WikiConference USA?
by Pine W 01 Jan '16

01 Jan '16

I was thinking of that, but unless something so wonderful happens that I can drop other commitments, I'll be staying home this year when so many others are having fun in Berlin. Pine On Wed, Dec 30, 2015 at 8:52 PM, Gnangarra <gnangarra(a)wikimedia.org.au> wrote: > may also be of interest in Berlin given may affiliates outside the US also > use it > > On 31 December 2015 at 12:40, Pine W <wiki.pine(a)gmail.com> wrote: > >> Hi folks, >> >> I'm now reasonably comfortable with Xero for the purposes of affiliate >> internal accounting. I'm wondering, would anyone be interested in a >> tutorial about accounting basics in Xero at WikiConference USA 2016? If >> there's enough interest, I'm happy to lead a tutorial. We plan to have a >> lot of video recording equipment at the conference, so it's possible that >> we can facilitate live remote participation and/or recording for later >> viewing. I'm trying to get a feeling for whether this would be of interest >> to other Wikimedia affiliates, including those who would like to understand >> finance reports prepared by others. I'm not a CPA, but I know enough to >> feel comfortable with >> accounting for movement funds in Xero. (: Let me know if this would be of >> interest to you. >> >> Legal disclaimer: the focus will be how to use the software, not what the >> laws are in your particular jurisdiction. >> >> Possible topics: >> >> Reports >> Chart of accounts >> Bank feeds >> Reconciliation >> Expense claims >> Bills >> Accounts receivable >> Petty cash >> Sales tax >> Use tax >> >> Let me know (: >> >> Regards, >> >> Pine >> >> _______________________________________________ >> Affiliates mailing list >> Affiliates(a)lists.wikimedia.org >> https://lists.wikimedia.org/mailman/listinfo/affiliates >> >> > > > -- > Gideon Digby > President - Wikimedia Australia > P: + 61 3 9005 8535 > M: 0434 986 852 > gnangarra(a)wikimedia.org.au > http://wikimedia.org.au > > Wikimedia Australia Inc. is an independent charitable organisation which > supports the efforts of the Wikimedia Foundation in Australia. Your > donations keep the Wikimedia mission alive. > *http://wikimedia.org.au/Donate <https://wikimedia.org.au/Donate>* > > > _______________________________________________ > Affiliates mailing list > Affiliates(a)lists.wikimedia.org > https://lists.wikimedia.org/mailman/listinfo/affiliates > >

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Presentation on accounting basics in Xero at WikiConference USA?
by Pine W 31 Dec '15

31 Dec '15

Hi folks, I'm now reasonably comfortable with Xero for the purposes of affiliate internal accounting. I'm wondering, would anyone be interested in a tutorial about accounting basics in Xero at WikiConference USA 2016? If there's enough interest, I'm happy to lead a tutorial. We plan to have a lot of video recording equipment at the conference, so it's possible that we can facilitate live remote participation and/or recording for later viewing. I'm trying to get a feeling for whether this would be of interest to other Wikimedia affiliates, including those who would like to understand finance reports prepared by others. I'm not a CPA, but I know enough to feel comfortable with accounting for movement funds in Xero. (: Let me know if this would be of interest to you. Legal disclaimer: the focus will be how to use the software, not what the laws are in your particular jurisdiction. Possible topics: Reports Chart of accounts Bank feeds Reconciliation Expense claims Bills Accounts receivable Petty cash Sales tax Use tax Let me know (: Regards, Pine

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Comments about Xero accounting software
by Pine W 19 Dec '15

19 Dec '15

Hi all, Awhile back we discussed accounting software on this list. Cascadia Wikimedians decided to use Xero. I just want to post a note for the benefit of other affiliates that for the most part I like Xero and particularly appreciate that their end-user support seems good so far. The main downsides are that their visual design seems to be optimized for mobile and is less user-friendly for desktop, and it's especially mediocre for high-resolution displays. Also, Xero handles sales tax incorrectly for the way that state and local sales taxes work in the US; I believe that Xero is handling sales tax in a way that is intended to be compatible with VAT, which is quite different from how sales tax works in the US. If you're considering using Xero, I hope that this info will be helpful to you. Regards, Pine

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Equipment check-out for affiliate members
by Pine W 10 Dec '15

10 Dec '15

Hi all, Cascadia Wikimedians will soon have some camera equipment available for loan to members. I'm wondering if other affiliates have English-language forms already created that are designed for members to sign when they loan equipment from affiliates. If you have forms like that already created and licensed CC-BY-SA or something similar, please let me know so that I can take a look. Thanks, Pine

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Facilitating online recurring donations, and SSL certificates
by Pine W 06 Dec '15

06 Dec '15

Hi affiliates, As Cascadia Wikimedians works toward US Federal recognition as a charity, we'll be interested in having the option to accept online transactions. So, a couple of questions: 1. Are there any providers of SSL certificate authorities that you've found particularly easy or difficult to work with? 2. What methods do your organizations accept for online transactions, especially recurring donations and recurring membership dues? The easiest to implement seems to be Paypal. I'm wondering if there are other easy options as well, particularly if they have low transaction fees and low currency conversion fees (since we'll want to accept both Canadian and US currency, and preferably Bitcoin as well). Thanks! Pine

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Treasurers December 2015