Office - I need a Treasurer's Report template for a non-profit Board Mtg
Asked By Ginge on 25-Apr-07 09:38 AM
I am the newly elected Treasurer of the Board Of Directors for a local
non-profit entity. Please, does anyone have a standard template for an
acceptable Treasurer's Report?
JoAnn Paules replied on 25-Apr-07 10:30 AM
Why do not you ask the previous treasurer what she used?
--
JoAnn Paules
MVP Microsoft [Publisher]
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How to ask a question
http://support.microsoft.com/KB/555375
Ginge replied on 25-Apr-07 11:02 AM
There has never been a previous Treasurer - no one on the Board knows of any
template form that we can use.
Mary Sauer replied on 25-Apr-07 11:20 AM
Ideas
http://office.microsoft.com/en-us/templates/results.aspx?qu=financial+forms&av=TPL000
Word has a host of forms in their templates, maybe you can adapt one.
--
Mary Sauer MSFT MVP
http://office.microsoft.com/
http://msauer.mvps.org/
JoAnn Paules replied on 25-Apr-07 11:29 AM
I belong to a non-profit group and both chapter and region treasurer's give
a very brief report, no template. Juat how much money we started with, spent
$x, took in $x, now have $x.
--
JoAnn Paules
MVP Microsoft [Publisher]
~~~~~
How to ask a question
http://support.microsoft.com/KB/555375
Ginge replied on 25-Apr-07 01:06 PM
Thanks for the information - I remember years ago that Treasurer's Reports
were just what you say - four lines of information. I have been assuming
that over the years and with all the new software that these simple reports
would have evolved into a template format. However, learning today that no
template is provided, I will proceed with the expected "four line" report and
thank you to all of you for your input!
JoAnn Paules replied on 25-Apr-07 01:55 PM
If your board wants something else, they can tell you what they expect to
see and you can take it from there.
--
JoAnn Paules
MVP Microsoft [Publisher]
~~~~~
How to ask a question
http://support.microsoft.com/KB/555375