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Credit card reconciliation takes a lot of time for me. Is there any best practices you can share or is there a different system we can implement?

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Credit card reconciliation takes a lot of time for me. Is there any best practices you can share or is there a different system we can implement?

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Please try not to send emails to school leaders after 7pm on weekdays, over weekends, and on breaks. Even when they are opened during work hours, knowing they can come at any time contributes to a feeling of not being able to disconnect from work after hours.

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Living budgets where CC reconciliation and invoice approvals automatically feed into a soft budget so that schools have living budgets that a SL does not need to spend hours a week maintaining.

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Living budgets where CC reconciliation and invoice approvals automatically feed into a soft budget so that schools have living budgets that a SL does not need to spend hours a week maintaining.

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Waterfall has been a wonderful resource!  Thank you for creating this

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Waterfall has been a wonderful resource!  Thank you for creating this

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It would be really helpful to get more accurate information in budget meetings- sometimes we hear “you’re on track” and find out after the fact there are concerns that weren’t flagged.

It would be helpful to have a written summary of what is discussed in the meeting with clear next steps or suggestions. For example, “keep an eye on instructional materials line item spending, try to reduce over the next month to x amount”

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Adaptive isn't the most user friendly, or maybe more training is needed. 

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Adaptive isn't the most user friendly, or maybe more training is needed. 

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While it is nice to have access to adaptive it is still really hard to use. Is there a way to get more clarity and insight into budget in a simpler way on a more regular basis!

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Improve system for maintaining budget and flagging discrepancies before meeting with the finance team 

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Improve system for maintaining budget and flagging discrepancies before meeting with the finance team 

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More transparency with staff at all levels about budget

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More transparency with staff at all levels about budget

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Up-to-date budget information provided regularly to all SLs regarding projections and concerns

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a school team meeting with finance at the start of the school year - maybe the whole SL team so everyone is aware and gets the same information

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Larger buy-in from the school community around budget and a Teacher/Family/Student voice in how money is spent aligned to specific priorities.

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Taking feedback to improve format and presentation for budget meetings

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Taking feedback to improve format and presentation for budget meetings