Using Excel, they automatically total columns, insert information needed for treasurer’s reports, budget sheets and reports to trustees. You will find an explanation of what to put in each column in the Financial Officers Handbook. You will also need the CUPE local per capita form.
Please choose the ledger that corresponds to your fiscal year end.
A new optional feature has been added to the e-ledger. The new feature uses the annual budget amounts entered in the budget worksheet and calculates the remaining amount of budget available in each account category on the monthly Treasurer’s report. This feature will only work properly if the budget amounts are entered at the start of the fiscal year.
For inquiries about the ledger, please send an email to firstname.lastname@example.org.