From the threads in the $ Jedi: Allowable expenses, cossie claims, salary sacrifice, admin budget, budgetting for my bucket, surplus admin funds, evidence for expenses, claiming expenses, dollars communications, keeping in the green, Jeder contribution, payrun, contractor/employee....what else?

Hi Kerry - I share a lot of what you have said already and many things currently being worked through... Jeder agreement on salary sacrificing (when the decision is made); ATO guidelines on allowable expenses and table of allowable expenses, process for preparing, approving and monitoring admin buckets, ways to manage personal buckets (including what to do if you think you might go in the red and how to account for long service leave), how the Q&A process works, how the $Jedi and Governance Jedi (Board) work together.

Have started a doc here: https://docs.google.com/document/d/18R3hCPvkIkmeQ2B2C4R9TLuklDf5Z_lXAgEmiYNtG4k/edit#

Great and suggest we have a process around who can edit / view - perhaps at this stage only you should be able to edit, Kerry given your role as leader of the $Jedi. I'm keen to see that what's in there is only stuff that has been clearly determined through the Q&A process (or is a legal requirement that we have no choice in).

I will leave it open for comments.

I feel like the doc captures everything that has emerged that I can think of @sara50 may have other additions that pop up.

Have requested access- for some reason i can't get in! :laughing:

1 more: pay-run - when it is done and when receipts need to be in by... TBD
& a question around the process for allocation of surplus - is this to be separate or will it be considered in the course of preparing and approving the admin budget?

Maybe a general note around Cossie's claiming processes, referring them to the Cossie Handbook and not detailing the steps in the Dollars Handbook.

I had understood that the dollars section was coming out of the cossie handbook-can someone clarify? If someone could send me the info to include, that would be great.

Great document @kerry63 , i have made a comment in the document however would you prefer my comments here?

either works Sara-here people access them faster, I suppose

I am hoping to send this out to all members by the end ofJanuary. If people could jump in and take a look and add comments, it would be really helpful. The section around maintaining a healthy bucket needs more input (especially around how much is OK to be in red). Here is the link again: https://docs.google.com/document/d/18R3hCPvkIkmeQ2B2C4R9TLuklDf5Z_lXAgEmiYNtG4k/edit#

Thanks Kerry I'll have a look at this over the weekend and provide some feedback.