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Thu 20 Jan 2022 10:35AM

6 Monthly Financial Report to Members

JE Jason Emmins Public Seen by 34

Last year we all voted to have a 6 monthly Financial Summary Report presented to the Dollars Jedi.

Please follow this link to access the report (I cannot attach it for some reason)- https://jedercomau.sharepoint.com/:w:/r/sites/Jeder-Members/Shared%20Documents/Jedis%20Pods%20%26%20Teams/Jedis%20%26%20Jedlets/Dollars%20Jedi/Financial%20Reporting/2021%20July%20to%20Dec%20Financial%20Summary%20to%20Members%20.docx?d=w231b31574b0c4eceba6baca4811994c5&csf=1&web=1&e=UQYcWj

I will develop a Poll with a couple of questions to get some feedback or please feel free to leave your feedback here.

AJ

Aleks Jovanovic Mon 7 Feb 2022 3:26AM

Thank you for sharing and for the transparency. I'm sorry I missed the vote. I'm happy with the current format - a little extra information may be useful.

BM

Bernadette Melder Mon 24 Jan 2022 10:34PM

Hi there

I had a look at the financial report and I have no idea what I am looking at but I noted the income was higher than the expenditure so I believe this is a good thing!

Regards

Bernie

Bernadette Melder

Coordinator of Supports

The Jeder Institute

M: +61 409004589

E: [email protected]

Hours Mon - Thurs 9am -4pm

W: www.jeder.com.au ( http://www.jeder.com.au/ )

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JE

Jason Emmins Thu 20 Jan 2022 9:53PM

Thanks @Meredith Baylis for your comments- I am getting some clarity from TCOB around the Sales Categories- these are COBU and Training/Facilitation categories... I will hopefully update this once I have the information.

DU

Deleted account Thu 20 Jan 2022 11:09AM

Great work and thank you for Sharing Bored Members! Its great to see Jeder doing so well.

MH

Margaret Henville Thu 20 Jan 2022 10:40AM

I would like more detail in the report (please provide some detail as to what you would like to see in your comments)

I would like to see some more information under the Aged Receivables. I wonder why the figure would be so high.

KH

Kaeleen Hunter Thu 20 Jan 2022 10:40AM

I would need an explanation of some terms (glossary would be helpful)
The Summary Report is good enough for now

less is more tho knowing what less means is GREAT - love your workless is more tho knowing what less means is GREAT - love your work

TP

Tess Pollard Thu 20 Jan 2022 10:40AM

The Summary Report is good enough for now

Looks good Jase :)

RD

Renee Davies Thu 20 Jan 2022 10:40AM

The Summary Report is good enough for now

I think this is a good overview. Thanks!

DU

Deleted account Thu 20 Jan 2022 10:40AM

The Summary Report is good enough for now
I would like more detail in the report (please provide some detail as to what you would like to see in your comments)

Thank you so much for this @Jason Its great to see how we are tracking! I would like to see our CoBu contributions on the pie chart if that's possible. :)

JE

Poll Created Thu 20 Jan 2022 10:40AM

Jeder 6 Monthly Fianancial Report Closed Mon 24 Jan 2022 6:01AM

Outcome
by Jason Emmins Mon 24 Jan 2022 9:46PM

Thanks for those that voted. Based on the votes, I will do some tweaking of the report (basically add some explanations) and send to the Dollars Jedi for discussion.

Results

Results Option % of points Voters
The Summary Report is good enough for now 46.7% 7 DU LL DU TP KH RD DD
I would like to see some explanations under each table? 26.7% 4 MK Y BM JAC
I would like more detail in the report (please provide some detail as to what you would like to see in your comments) 13.3% 2 MH DU
I would need an explanation of some terms (glossary would be helpful) 13.3% 2 BM KH
I would like to see less information. 0.0% 0  
Undecided 0% 45 MD DB JE R DU RP C AJ VL T LB DU RH JIS MC FM LG VT ST DR

12 of 57 people have participated (21%)