From 9b8c55103bd6237de482acf9da16f561b09a318b Mon Sep 17 00:00:00 2001 From: Kristaps Berzinch Date: Sun, 30 Jun 2024 16:47:25 -0400 Subject: [PATCH 01/14] Initial draft of bookkeeping standards, monthly reconciliation, calendar --- .github/workflows/build-artifact.yml | 5 ++ .../vocabularies/RoboJackets/accept.txt | 3 + corporate/bookkeeping-standards.rst | 14 --- corporate/calendar.rst | 87 +++++++++++++++---- corporate/finance/bookkeeping-standards.rst | 49 +++++++++++ corporate/finance/index.rst | 9 ++ corporate/finance/monthly-reconciliation.rst | 31 +++++++ corporate/merchandise-sales.rst | 18 ++++ index.rst | 2 +- 9 files changed, 187 insertions(+), 31 deletions(-) delete mode 100644 corporate/bookkeeping-standards.rst create mode 100644 corporate/finance/bookkeeping-standards.rst create mode 100644 corporate/finance/index.rst create mode 100644 corporate/finance/monthly-reconciliation.rst diff --git a/.github/workflows/build-artifact.yml b/.github/workflows/build-artifact.yml index a7ca30e..c27affa 100644 --- a/.github/workflows/build-artifact.yml +++ b/.github/workflows/build-artifact.yml @@ -44,6 +44,11 @@ jobs: env: GIT_REF: ${{ github.head_ref || 'main' }} + - name: Run Linkcheck + run: poetry run sphinx-build -M linkcheck . _build + env: + GIT_REF: ${{ github.head_ref || 'main' }} + - name: Run Vale uses: docker://jdkato/vale with: diff --git a/.styles/config/vocabularies/RoboJackets/accept.txt b/.styles/config/vocabularies/RoboJackets/accept.txt index a7ea8e1..39cc7a4 100644 --- a/.styles/config/vocabularies/RoboJackets/accept.txt +++ b/.styles/config/vocabularies/RoboJackets/accept.txt @@ -5,3 +5,6 @@ BILL Offboarding forma period +RoboJackets +Foundation Group +deposit diff --git a/corporate/bookkeeping-standards.rst b/corporate/bookkeeping-standards.rst deleted file mode 100644 index 8229fc2..0000000 --- a/corporate/bookkeeping-standards.rst +++ /dev/null @@ -1,14 +0,0 @@ -Bookkeeping standards -===================== - -.. todo:: finish writing this page - -https://getfullyfunded.com/nonprofit-accounting-system/ - -https://bench.co/blog/accounting/nonprofit-accounting/ - -https://bench.co/blog/accounting/what-is-a-purchase-order/ - -https://www.kpmgspark.com/blog/starting-a-non-profit-bookkeeping - -https://ramp.com/accounting-documents/accounting-policies-and-procedures-manual-example diff --git a/corporate/calendar.rst b/corporate/calendar.rst index b5a5b8c..8197ac3 100644 --- a/corporate/calendar.rst +++ b/corporate/calendar.rst @@ -1,27 +1,82 @@ Calendar of tasks ================= -.. todo:: finish writing this page +.. vale Google.LyHyphens = NO -.. vale Google.Passive = NO -.. vale write-good.Passive = NO -.. vale write-good.E-Prime = NO +January +------- -Monthly -Submit Sales & Use Tax Return to the Georgia Department of Revenue -Determine taxable sales from the Square dashboard - note that shipped to GA vs shipped outside of GA vs picked up orders are taxed differently +* :doc:`Complete monthly financial reconciliation and reporting ` +* Submit Sales & Use Tax Return to the Georgia Department of Revenue +* `File Annual Registration with the Georgia Secretary of State `_ +* Hold quarterly board meeting +* Reconcile 1099-K received from Square to QuickBooks records -Log into Georgia Tax Center +February +-------- -Click Sales & Use Tax under Accounts +* :doc:`Complete monthly financial reconciliation and reporting ` -Click the period for which you need to file +March +----- -Follow the instructions that appear +* :doc:`Complete monthly financial reconciliation and reporting ` -Annually -Submit Annual Registration to the Georgia Secretary of State -Ryan handles this. +April +----- -Submit Form 990 to the Internal Revenue Service -Process TBD. +.. vale Google.Units = NO +.. vale Google.Ordinal = NO + +* :doc:`Complete monthly financial reconciliation and reporting ` +* Hold quarterly board meeting +* `Annual Registration with the Georgia Secretary of State `_ due by April 1st + +May +--- + +* :doc:`Complete monthly financial reconciliation and reporting ` +* Renew Northwest Registered Agent contract + +June +---- + +* :doc:`Complete monthly financial reconciliation and reporting ` + +July +---- + +.. vale write-good.TooWordy = NO + +* :doc:`Complete monthly financial reconciliation and reporting ` +* Begin compiling documentation for Internal Revenue Service Form 990-EZ +* Hold quarterly board meeting - elect directors and officers + +August +------ + +* :doc:`Complete monthly financial reconciliation and reporting ` +* Audit BILL Spend & Expense cardholders + +September +--------- + +* :doc:`Complete monthly financial reconciliation and reporting ` + +October +--------- + +* :doc:`Complete monthly financial reconciliation and reporting ` +* Hold quarterly board meeting + +November +-------- + +* :doc:`Complete monthly financial reconciliation and reporting ` +* E-file Form 990-EZ to the Internal Revenue Service by November 15th +* `Mail a paper copy of Form 990-EZ to the Georgia Department of Revenue `_ + +December +-------- + +* :doc:`Complete monthly financial reconciliation and reporting ` diff --git a/corporate/finance/bookkeeping-standards.rst b/corporate/finance/bookkeeping-standards.rst new file mode 100644 index 0000000..9cb1d90 --- /dev/null +++ b/corporate/finance/bookkeeping-standards.rst @@ -0,0 +1,49 @@ +Bookkeeping standards +===================== + +.. vale Google.Parens = NO +.. vale Google.Passive = NO +.. vale Google.Will = NO +.. vale proselint.Typography = NO +.. vale write-good.E-Prime = NO +.. vale write-good.Passive = NO +.. vale write-good.TooWordy = NO + +RoboJackets financial records should comply with Generally Accepted Accounting Principles and Internal Revenue Service standards by default. +This page documents standards for specific transactions. + +Restricted funds +---------------- + +RoboJackets, Inc. generally doesn't accept donations. +As a 501(c)(7) exempt organization, donations aren't tax-deductible for donors. +Most donors should be directed to Georgia Tech Foundation, Inc. or another Georgia Tech affiliate to process donations. + +Payments from Georgia Tech are generally restricted, and must be tagged with the :guilabel:`Restricted` class within QuickBooks. +Any payments should be traceable to an expense, and the expense should also be tagged with the :guilabel:`Restricted` class within QuickBooks. + +Reimbursements to students +-------------------------- + +RoboJackets will occasionally need to reimburse a student for an out-of-pocket expense or mileage in a personal vehicle. +Students must `submit reimbursement requests in BILL Spend & Expense `_. + +.. vale Google.Acronyms = NO +.. vale Google.Semicolons = NO +.. vale Vale.Spelling = NO + +Once the request is approved by a budget owner and an administrator, BILL will withdraw the funds from Mercury. +The withdrawal description will be :guilabel:`Divvy Reimbursem; ACH; RoboJackets Inc`. +Foundation Group is responsible for creating expense transactions based on the reimbursement requests recorded in BILL. +See the `BILL Spend & Expense documentation for more information `_. + +.. vale Vale.Spelling = YES + +Square payments +--------------- + +.. vale Google.We = NO + +`Square deposits payments the following business day after a payment is received `. +Foundation Group is responsible for splitting processing fees from the deposit as an expense entry, and recording the remaining revenue in the appropriate revenue accounts. +RoboJackets is responsible for maintaining the `Square app transactions feed into QuickBooks `_. diff --git a/corporate/finance/index.rst b/corporate/finance/index.rst new file mode 100644 index 0000000..973ce2e --- /dev/null +++ b/corporate/finance/index.rst @@ -0,0 +1,9 @@ +:nosearch: + +Finance +======= + +.. toctree:: + + monthly-reconciliation + bookkeeping-standards diff --git a/corporate/finance/monthly-reconciliation.rst b/corporate/finance/monthly-reconciliation.rst new file mode 100644 index 0000000..6a262ab --- /dev/null +++ b/corporate/finance/monthly-reconciliation.rst @@ -0,0 +1,31 @@ +:hide-toc: + +Monthly reconciliation +====================== + +The corporation should perform monthly reconciliation and reporting of all financial transactions to ensure the board of directors has visibility into the financial health of the organization. + +.. vale Google.Passive = NO +.. vale write-good.E-Prime = NO +.. vale write-good.Passive = NO + +RoboJackets responsibilities +---------------------------- + +These tasks should be completed by end of day on the first day of the following month. + +* `Sync BILL Spend & Expense transactions to QuickBooks `_ +* Sync `invoices `_ and `payments `_ from Loop to QuickBooks +* Notify Foundation Group when BILL Spend & Expense and Loop transactions are synced to QuickBooks + +Once Foundation Group provides reports, review the reports within two business days and provide written sign-off. + +Foundation Group responsibilities +--------------------------------- + +* Create expense entries for reimbursements to members, credit card account payments, credit card refunds, and expedited shipping fees from BILL Spend & Expense +* Split any foreign transaction fees from BILL Spend & Expense transactions paid to foreign merchants +* Split processing fees deducted from Square deposits +* Create expense entries for any Mercury credit card or bank account transactions +* Reconcile BILL Spend & Expense and Mercury account statements with QuickBooks +* Produce reports describing activity for each month as well as the financial position at the end of each month diff --git a/corporate/merchandise-sales.rst b/corporate/merchandise-sales.rst index 3146437..19cd2e3 100644 --- a/corporate/merchandise-sales.rst +++ b/corporate/merchandise-sales.rst @@ -2,3 +2,21 @@ Merchandise sales ================= .. todo:: finish writing this page + +.. vale write-good.Passive = NO +.. vale write-good.E-Prime = NO +.. vale Google.Passive = NO + +sales tax + +Determine taxable sales from the Square dashboard - note that shipped to GA vs shipped outside of GA vs picked up orders are taxed differently + +Submit Sales & Use Tax Return to the Georgia Department of Revenue + +Log into Georgia Tax Center + +Click Sales & Use Tax under Accounts + +Click the period for which you need to file + +Follow the instructions that appear diff --git a/index.rst b/index.rst index e7a5f2e..ffb28ad 100644 --- a/index.rst +++ b/index.rst @@ -8,9 +8,9 @@ Business Process Manual .. toctree:: :caption: Corporate + corporate/finance/index corporate/address-changes corporate/officer-changes - corporate/bookkeeping-standards corporate/identifiers corporate/merchandise-sales corporate/calendar From 53c8fbfe6be5f9700ced7d15b36857259ae90a22 Mon Sep 17 00:00:00 2001 From: Kristaps Berzinch Date: Sun, 30 Jun 2024 16:51:37 -0400 Subject: [PATCH 02/14] Rephrase reimbursements --- corporate/finance/monthly-reconciliation.rst | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/corporate/finance/monthly-reconciliation.rst b/corporate/finance/monthly-reconciliation.rst index 6a262ab..4602bf9 100644 --- a/corporate/finance/monthly-reconciliation.rst +++ b/corporate/finance/monthly-reconciliation.rst @@ -23,7 +23,7 @@ Once Foundation Group provides reports, review the reports within two business d Foundation Group responsibilities --------------------------------- -* Create expense entries for reimbursements to members, credit card account payments, credit card refunds, and expedited shipping fees from BILL Spend & Expense +* Create expense entries for reimbursements to students, credit card account payments, credit card refunds, and expedited shipping fees from BILL Spend & Expense * Split any foreign transaction fees from BILL Spend & Expense transactions paid to foreign merchants * Split processing fees deducted from Square deposits * Create expense entries for any Mercury credit card or bank account transactions From 4f3ea97b310be073b9485618becde56e4073253b Mon Sep 17 00:00:00 2001 From: Kristaps Berzinch Date: Sun, 30 Jun 2024 16:59:09 -0400 Subject: [PATCH 03/14] Ignore links failing linkcheck --- conf.py | 5 +++++ 1 file changed, 5 insertions(+) diff --git a/conf.py b/conf.py index 85b1ebe..3e88285 100644 --- a/conf.py +++ b/conf.py @@ -84,3 +84,8 @@ }, ], } + +linkcheck_ignore = [ + r'https://help\.bill\.com/direct/s/article/(\d{7})', + r'https://sos\.ga\.gov/.+', +] From bdf3cd5c87c73ae3cf73f4989575961d924cbdc4 Mon Sep 17 00:00:00 2001 From: Kristaps Berzinch Date: Sun, 30 Jun 2024 17:05:23 -0400 Subject: [PATCH 04/14] Manually set descriptions for new pages --- corporate/calendar.rst | 8 ++++++++ corporate/finance/bookkeeping-standards.rst | 2 ++ corporate/finance/monthly-reconciliation.rst | 1 + 3 files changed, 11 insertions(+) diff --git a/corporate/calendar.rst b/corporate/calendar.rst index 8197ac3..b2269a5 100644 --- a/corporate/calendar.rst +++ b/corporate/calendar.rst @@ -1,7 +1,15 @@ +:nosearch: +:og:description: This page describes tasks that must be completed on a set schedule. + Calendar of tasks ================= .. vale Google.LyHyphens = NO +.. vale Google.Passive = NO +.. vale write-good.E-Prime = NO +.. vale write-good.Passive = NO + +This page describes tasks that must be completed on a set schedule. January ------- diff --git a/corporate/finance/bookkeeping-standards.rst b/corporate/finance/bookkeeping-standards.rst index 9cb1d90..6d34dc2 100644 --- a/corporate/finance/bookkeeping-standards.rst +++ b/corporate/finance/bookkeeping-standards.rst @@ -1,3 +1,5 @@ +:og:description: RoboJackets financial records should comply with Generally Accepted Accounting Principles and Internal Revenue Service standards by default. This page documents standards for specific transactions. + Bookkeeping standards ===================== diff --git a/corporate/finance/monthly-reconciliation.rst b/corporate/finance/monthly-reconciliation.rst index 4602bf9..2a59964 100644 --- a/corporate/finance/monthly-reconciliation.rst +++ b/corporate/finance/monthly-reconciliation.rst @@ -1,4 +1,5 @@ :hide-toc: +:og:description: The corporation should perform monthly reconciliation and reporting of all financial transactions to ensure the board of directors has visibility into the financial health of the organization. Monthly reconciliation ====================== From 924983c6c9fe301bbe57d5f60ee462e3e5f5de10 Mon Sep 17 00:00:00 2001 From: Kristaps Berzinch Date: Sun, 30 Jun 2024 17:11:19 -0400 Subject: [PATCH 05/14] Fix formatting issues --- corporate/finance/bookkeeping-standards.rst | 6 ++++-- 1 file changed, 4 insertions(+), 2 deletions(-) diff --git a/corporate/finance/bookkeeping-standards.rst b/corporate/finance/bookkeeping-standards.rst index 6d34dc2..f5cd205 100644 --- a/corporate/finance/bookkeeping-standards.rst +++ b/corporate/finance/bookkeeping-standards.rst @@ -37,15 +37,17 @@ Students must `submit reimbursement requests in BILL Spend & Expense `_. .. vale Vale.Spelling = YES +.. seealso:: + See the `BILL Spend & Expense documentation `_ for more information on viewing reimbursements within BILL. + Square payments --------------- .. vale Google.We = NO -`Square deposits payments the following business day after a payment is received `. +`Square deposits payments the following business day after a payment is received `_. Foundation Group is responsible for splitting processing fees from the deposit as an expense entry, and recording the remaining revenue in the appropriate revenue accounts. RoboJackets is responsible for maintaining the `Square app transactions feed into QuickBooks `_. From c2028cf1803d99422b04637d96a0e4d7275a21df Mon Sep 17 00:00:00 2001 From: Kristaps Berzinch Date: Tue, 9 Jul 2024 18:08:03 -0400 Subject: [PATCH 06/14] Move annual registration to March --- corporate/calendar.rst | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) diff --git a/corporate/calendar.rst b/corporate/calendar.rst index b2269a5..5d62107 100644 --- a/corporate/calendar.rst +++ b/corporate/calendar.rst @@ -28,17 +28,17 @@ February March ----- +.. vale Google.Units = NO +.. vale Google.Ordinal = NO + * :doc:`Complete monthly financial reconciliation and reporting ` +* `Annual Registration with the Georgia Secretary of State `_ due by April 1st April ----- -.. vale Google.Units = NO -.. vale Google.Ordinal = NO - * :doc:`Complete monthly financial reconciliation and reporting ` * Hold quarterly board meeting -* `Annual Registration with the Georgia Secretary of State `_ due by April 1st May --- From 909c922fa7e3e5718be860514e9864776988c2b7 Mon Sep 17 00:00:00 2001 From: Kristaps Berzinch Date: Tue, 9 Jul 2024 19:41:36 -0400 Subject: [PATCH 07/14] Add stub page for board meetings --- corporate/board-meetings.rst | 5 +++++ corporate/calendar.rst | 8 ++++---- index.rst | 1 + 3 files changed, 10 insertions(+), 4 deletions(-) create mode 100644 corporate/board-meetings.rst diff --git a/corporate/board-meetings.rst b/corporate/board-meetings.rst new file mode 100644 index 0000000..2c442ee --- /dev/null +++ b/corporate/board-meetings.rst @@ -0,0 +1,5 @@ +Board meetings +============== + +.. todo:: + Finish writing this page diff --git a/corporate/calendar.rst b/corporate/calendar.rst index 5d62107..8966911 100644 --- a/corporate/calendar.rst +++ b/corporate/calendar.rst @@ -17,7 +17,7 @@ January * :doc:`Complete monthly financial reconciliation and reporting ` * Submit Sales & Use Tax Return to the Georgia Department of Revenue * `File Annual Registration with the Georgia Secretary of State `_ -* Hold quarterly board meeting +* :doc:`Hold quarterly board meeting ` * Reconcile 1099-K received from Square to QuickBooks records February @@ -38,7 +38,7 @@ April ----- * :doc:`Complete monthly financial reconciliation and reporting ` -* Hold quarterly board meeting +* :doc:`Hold quarterly board meeting ` May --- @@ -58,7 +58,7 @@ July * :doc:`Complete monthly financial reconciliation and reporting ` * Begin compiling documentation for Internal Revenue Service Form 990-EZ -* Hold quarterly board meeting - elect directors and officers +* :doc:`Hold quarterly board meeting ` - elect directors and officers August ------ @@ -75,7 +75,7 @@ October --------- * :doc:`Complete monthly financial reconciliation and reporting ` -* Hold quarterly board meeting +* :doc:`Hold quarterly board meeting ` November -------- diff --git a/index.rst b/index.rst index ffb28ad..2dbcf1e 100644 --- a/index.rst +++ b/index.rst @@ -14,6 +14,7 @@ Business Process Manual corporate/identifiers corporate/merchandise-sales corporate/calendar + corporate/board-meetings .. toctree:: :caption: BILL Spend & Expense From 2365d6c7280c64ce33fc4e681481c5863247a0a8 Mon Sep 17 00:00:00 2001 From: Kristaps Berzinch Date: Tue, 9 Jul 2024 20:18:33 -0400 Subject: [PATCH 08/14] Add :nosearch: to stub pages --- corporate/address-changes.rst | 2 ++ corporate/board-meetings.rst | 2 ++ corporate/identifiers.rst | 2 ++ corporate/merchandise-sales.rst | 2 ++ corporate/officer-changes.rst | 2 ++ 5 files changed, 10 insertions(+) diff --git a/corporate/address-changes.rst b/corporate/address-changes.rst index 14ab13f..9f39c14 100644 --- a/corporate/address-changes.rst +++ b/corporate/address-changes.rst @@ -1,3 +1,5 @@ +:nosearch: + Address changes =============== diff --git a/corporate/board-meetings.rst b/corporate/board-meetings.rst index 2c442ee..15eb914 100644 --- a/corporate/board-meetings.rst +++ b/corporate/board-meetings.rst @@ -1,3 +1,5 @@ +:nosearch: + Board meetings ============== diff --git a/corporate/identifiers.rst b/corporate/identifiers.rst index 8e29d37..2294701 100644 --- a/corporate/identifiers.rst +++ b/corporate/identifiers.rst @@ -1,3 +1,5 @@ +:nosearch: + Identifiers =========== diff --git a/corporate/merchandise-sales.rst b/corporate/merchandise-sales.rst index 19cd2e3..bd34f8c 100644 --- a/corporate/merchandise-sales.rst +++ b/corporate/merchandise-sales.rst @@ -1,3 +1,5 @@ +:nosearch: + Merchandise sales ================= diff --git a/corporate/officer-changes.rst b/corporate/officer-changes.rst index 40d7339..ed5be8a 100644 --- a/corporate/officer-changes.rst +++ b/corporate/officer-changes.rst @@ -1,3 +1,5 @@ +:nosearch: + Officer changes =============== From 363fe96e2f821f1c3a5a3ab3a2f211738f1016a3 Mon Sep 17 00:00:00 2001 From: Kristaps Berzinch Date: Tue, 9 Jul 2024 20:19:18 -0400 Subject: [PATCH 09/14] Stub out sales tax and 1099-K pages --- corporate/calendar.rst | 4 ++-- corporate/finance/1099k.rst | 9 +++++++++ corporate/finance/index.rst | 2 ++ corporate/finance/sales-tax.rst | 7 +++++++ 4 files changed, 20 insertions(+), 2 deletions(-) create mode 100644 corporate/finance/1099k.rst create mode 100644 corporate/finance/sales-tax.rst diff --git a/corporate/calendar.rst b/corporate/calendar.rst index 8966911..907bce7 100644 --- a/corporate/calendar.rst +++ b/corporate/calendar.rst @@ -15,10 +15,10 @@ January ------- * :doc:`Complete monthly financial reconciliation and reporting ` -* Submit Sales & Use Tax Return to the Georgia Department of Revenue +* :doc:`Submit Sales & Use Tax Return to the Georgia Department of Revenue ` * `File Annual Registration with the Georgia Secretary of State `_ * :doc:`Hold quarterly board meeting ` -* Reconcile 1099-K received from Square to QuickBooks records +* :doc:`Reconcile 1099-K received from Square to QuickBooks records ` February -------- diff --git a/corporate/finance/1099k.rst b/corporate/finance/1099k.rst new file mode 100644 index 0000000..3cdd807 --- /dev/null +++ b/corporate/finance/1099k.rst @@ -0,0 +1,9 @@ +:nosearch: + +.. vale Google.Headings = NO + +1099-K reconciliation +===================== + +.. todo:: + finish writing this page diff --git a/corporate/finance/index.rst b/corporate/finance/index.rst index 973ce2e..785851e 100644 --- a/corporate/finance/index.rst +++ b/corporate/finance/index.rst @@ -7,3 +7,5 @@ Finance monthly-reconciliation bookkeeping-standards + sales-tax + 1099k diff --git a/corporate/finance/sales-tax.rst b/corporate/finance/sales-tax.rst new file mode 100644 index 0000000..ae77c70 --- /dev/null +++ b/corporate/finance/sales-tax.rst @@ -0,0 +1,7 @@ +:nosearch: + +Sales tax +========= + +.. todo:: + finish writing this page From 53baec314c38755f42e0b8632f1b6016c885a0a5 Mon Sep 17 00:00:00 2001 From: Kristaps Berzinch Date: Tue, 9 Jul 2024 20:21:49 -0400 Subject: [PATCH 10/14] Add link to cardholder audit page --- corporate/calendar.rst | 4 +++- 1 file changed, 3 insertions(+), 1 deletion(-) diff --git a/corporate/calendar.rst b/corporate/calendar.rst index 907bce7..1dd159a 100644 --- a/corporate/calendar.rst +++ b/corporate/calendar.rst @@ -63,8 +63,10 @@ July August ------ +.. vale Vale.Terms = NO + * :doc:`Complete monthly financial reconciliation and reporting ` -* Audit BILL Spend & Expense cardholders +* :doc:`Audit BILL Spend & Expense cardholders ` September --------- From 2cbd5ea047fb62fb99fa5fad31232b032a6058f5 Mon Sep 17 00:00:00 2001 From: Kristaps Berzinch Date: Tue, 9 Jul 2024 20:24:43 -0400 Subject: [PATCH 11/14] Add link to FASB ASC --- corporate/finance/bookkeeping-standards.rst | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/corporate/finance/bookkeeping-standards.rst b/corporate/finance/bookkeeping-standards.rst index f5cd205..e38655a 100644 --- a/corporate/finance/bookkeeping-standards.rst +++ b/corporate/finance/bookkeeping-standards.rst @@ -11,7 +11,7 @@ Bookkeeping standards .. vale write-good.Passive = NO .. vale write-good.TooWordy = NO -RoboJackets financial records should comply with Generally Accepted Accounting Principles and Internal Revenue Service standards by default. +RoboJackets financial records should comply with `generally accepted accounting principles `_ and Internal Revenue Service standards by default. This page documents standards for specific transactions. Restricted funds From 2745e7b7acceab2122c895b667e7f5188eb421c8 Mon Sep 17 00:00:00 2001 From: Kristaps Berzinch Date: Tue, 9 Jul 2024 20:26:09 -0400 Subject: [PATCH 12/14] linkcheck_ignore FASB ASC --- conf.py | 1 + 1 file changed, 1 insertion(+) diff --git a/conf.py b/conf.py index 3e88285..949d659 100644 --- a/conf.py +++ b/conf.py @@ -88,4 +88,5 @@ linkcheck_ignore = [ r'https://help\.bill\.com/direct/s/article/(\d{7})', r'https://sos\.ga\.gov/.+', + r'https://asc\.fasb\.org/', ] From d0b8fe84525238df3936f1005563acff551cda51 Mon Sep 17 00:00:00 2001 From: Kristaps Berzinch Date: Tue, 9 Jul 2024 20:27:58 -0400 Subject: [PATCH 13/14] Fix linkcheck_ignore --- conf.py | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/conf.py b/conf.py index 949d659..064d73f 100644 --- a/conf.py +++ b/conf.py @@ -88,5 +88,5 @@ linkcheck_ignore = [ r'https://help\.bill\.com/direct/s/article/(\d{7})', r'https://sos\.ga\.gov/.+', - r'https://asc\.fasb\.org/', + r'https://asc\.fasb\.org', ] From 674300b9f2ac51a6210a3711ab532cd81bf458a1 Mon Sep 17 00:00:00 2001 From: Kristaps Berzinch Date: Sun, 11 Aug 2024 18:42:48 -0400 Subject: [PATCH 14/14] Simplify phrasing for donations --- corporate/finance/bookkeeping-standards.rst | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/corporate/finance/bookkeeping-standards.rst b/corporate/finance/bookkeeping-standards.rst index e38655a..83c33f5 100644 --- a/corporate/finance/bookkeeping-standards.rst +++ b/corporate/finance/bookkeeping-standards.rst @@ -19,7 +19,7 @@ Restricted funds RoboJackets, Inc. generally doesn't accept donations. As a 501(c)(7) exempt organization, donations aren't tax-deductible for donors. -Most donors should be directed to Georgia Tech Foundation, Inc. or another Georgia Tech affiliate to process donations. +Most donors should be directed to donate to Georgia Tech Foundation, Inc. Payments from Georgia Tech are generally restricted, and must be tagged with the :guilabel:`Restricted` class within QuickBooks. Any payments should be traceable to an expense, and the expense should also be tagged with the :guilabel:`Restricted` class within QuickBooks.