Mapping the A/P Process by Boreala https://padlet.com/borealamgmt/oc9ntq154k1f5zi3 Your point of view and actions! (Group 3) en-us 2021-03-17 17:27:43 UTC 2026-02-10 03:47:37 UTC hello@padlet.com Additional comments, best practices or elements to discuss further (session 2) borealamgmt https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1329723771 2021-03-19 13:33:58 UTC https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1329723771 PO created and approved before order is placed borealamgmt https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1329897779 2021-03-19 14:12:18 UTC https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1329897779 Form for teachers to make requests, so approved before purchase/order is made borealamgmt https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1329922034 (best practice)]]> 2021-03-19 14:17:26 UTC https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1329922034 Identifying the right budget code can be time consuming borealamgmt https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1329936522 2021-03-19 14:20:33 UTC https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1329936522 Delays in sending documentation (from Schools to HO) before payment can be issued to supplier. borealamgmt https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1329952364 2021-03-19 14:23:55 UTC https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1329952364 Open POs borealamgmt https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1329958635 Some suppliers send invoices to the wrong School (add delays) + impact of delay in 1 School impacting other Schools]]> 2021-03-19 14:25:20 UTC https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1329958635 Encourage direct deposits + sending invoices by email borealamgmt https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1329966460 2021-03-19 14:27:05 UTC https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1329966460 Having a PO# coded when placing an order makes identifying where invoices need to go easier/faster borealamgmt https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1329980299 2021-03-19 14:30:03 UTC https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1329980299 Local vendors loose interest if it takes too long to get paid borealamgmt https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1330049183 ie Elders or others
(some may expect immediate payment)]]> 2021-03-19 14:45:04 UTC https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1330049183 Training for people who join a team/new CEAs borealamgmt https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1330074906 2021-03-19 14:50:43 UTC https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1330074906 Budget printouts monthly borealamgmt https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1330099311 Could speed up payments if budget transfers are done proactively based on these reports]]> 2021-03-19 14:56:06 UTC https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1330099311 Direct deposits go through immediately on day of payment borealamgmt https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1330108791 Cheques however take longer (approval, mailing, shipping time, etc. = adds up) - At least 1 week]]> 2021-03-19 14:58:17 UTC https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1330108791 Mechanisms when further information is required or to resolve specific concerns borealamgmt https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1330136802 Contact info of Finance staff, etc.
*Contact list*]]> 2021-03-19 15:04:36 UTC https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1330136802 Build guidelines to simplify budget transfer process borealamgmt https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1330164517 2021-03-19 15:10:53 UTC https://padlet.com/borealamgmt/oc9ntq154k1f5zi3/wish/1330164517