Dollars Handbook
What things do we need to make sure are captured within the Dollars Handbook?
Lyb Makin Thu 23 Aug 2018 5:15AM
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.
[deactivated account] Thu 23 Aug 2018 5:24AM
Have started a doc here: https://docs.google.com/document/d/18R3hCPvkIkmeQ2B2C4R9TLuklDf5Z_lXAgEmiYNtG4k/edit#
Lyb Makin Thu 23 Aug 2018 5:28AM
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).
[deactivated account] Thu 23 Aug 2018 6:28AM
I will leave it open for comments.

Michelle Dunscombe Thu 23 Aug 2018 7:13AM
I feel like the doc captures everything that has emerged that I can think of @sara50 may have other additions that pop up.

Sara Thu 23 Aug 2018 7:23AM
Have requested access- for some reason i can't get in! :laughing:
Lyb Makin Thu 23 Aug 2018 5:26AM
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?

Lynn Lennon Thu 23 Aug 2018 6:42AM
Maybe a general note around Cossie's claiming processes, referring them to the Cossie Handbook and not detailing the steps in the Dollars Handbook.
[deactivated account] Thu 23 Aug 2018 8:29AM
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.

Sara Thu 23 Aug 2018 8:44AM
Great document @kerry63 , i have made a comment in the document however would you prefer my comments here?
[deactivated account] Thu 23 Aug 2018 8:52AM
either works Sara-here people access them faster, I suppose
[deactivated account] Fri 11 Jan 2019 7:15AM
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#

Michelle Dunscombe Fri 11 Jan 2019 10:35AM
Thanks Kerry I'll have a look at this over the weekend and provide some feedback.
Poll Created Fri 11 Jan 2019 7:18AM
regular meetings for 2019 Closed Wed 16 Jan 2019 7:02AM
Trying to set up a regular meeting day/time for the Jedi
Results
Results | Option | % of points | Voters | |||
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1st thursday @7pm | 30.8% | 4 |
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3rd Thursday @ 7pm | 30.8% | 4 |
JE
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2nd Thursday @7pm | 23.1% | 3 |
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4th thrusday @7pm | 15.4% | 2 |
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Undecided | 0% | 20 |
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8 of 28 people have voted (28%)

Margaret Henville Sat 12 Jan 2019 8:59AM
Wouldn't you know it I have a weekly commitment Thursday evenings. Just about any other evening is good for me
Jason Emmins Sun 13 Jan 2019 8:24AM
We have the risk Jedi on the 1st Thursday.
Rachael Eyles Mon 14 Jan 2019 3:04AM
Thanks Kerry unfortunately I have limited availability at night for a couple of months.

[deactivated account] · Thu 23 Aug 2018 5:07AM
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?