Using my skills with Microsoft Excel, I was able to successfully create a budget system that achieved the following primary objectives:

  • Created a means of developing budget that enabled the team developing the budget to show the back-up and reasoning for the requests made. This enabled the voice of all members involved to be heard throughout the process as the budgeted moved to the various level of approval.
  • Used predetermined, BSA Accounting practices, including proper account, project, and class codes.
  • Educated volunteers and staff proper BSA accounting practices.
  • Provided a means of tracking expenses at time of commitment, enabling a current view of the project financials, in recognizing the time delays between ordering and payment processing.
  • Provides a means to track detailed information regarding each transaction including:
    • Vendor
    • Description
    • Account
    • Cost
    • Who ordered the item
    • Purchase Order Number
    • Item received date
    • Invoice Date/Number
    • Check request submittal date
  • Provides the user with standard check request form.
  • Provides accounting department with auto-completed templates for data upload to BSA accounting system.
  • Shows live comparison between budget and actual spending figures.