Sketch out content outline

RoboJackets · Jun 19, 2024 · 6081a62 · 6081a62
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diff --git a/.styles/config/vocabularies/RoboJackets/accept.txt b/.styles/config/vocabularies/RoboJackets/accept.txt
@@ -0,0 +1,7 @@
+WHOIS
+Gandi
+Bitwarden
+BILL
+Offboarding
+forma
+period
diff --git a/.vale.ini b/.vale.ini
@@ -1,5 +1,7 @@
 StylesPath = .styles
 
+Vocab = RoboJackets
+
 MinAlertLevel = suggestion
 
 Packages = Google, proselint, write-good, alex, Joblint

diff --git a/bill-spend-expense/cardholder-audit.rst b/bill-spend-expense/cardholder-audit.rst
@@ -0,0 +1,4 @@
+Cardholder audit procedure
+==========================
+
+.. todo:: finish writing this page
diff --git a/bill-spend-expense/corporate-credit-card-policy.rst b/bill-spend-expense/corporate-credit-card-policy.rst
@@ -0,0 +1,25 @@
+Corporate card policy
+=====================
+
+.. todo:: clean up this page
+
+.. vale Google.Passive = NO
+.. vale Google.We = NO
+.. vale write-good.E-Prime = NO
+.. vale write-good.Passive = NO
+.. vale Google.Parens = NO
+.. vale write-good.TooWordy = NO
+
+https://docs.google.com/document/u/1/d/e/2PACX-1vRhCOHBpRDb2a6znvSmeET88fmlOzSSnO8xYDwDF5lrm8GzAiWnoSwMYCFh_aIkCQEdLusH1i4ktVkb/pub
+
+Best practices blog from C1 corp card folks
+
+Should we run food payments through corp card on trips to make reimbursement easier?
+
+Who gets a card? What are they allowed to do with it?
+
+What's acceptable documentation for a transaction? (must be marked as invoice or receipt -- quotes, estimates, pro forma invoices not acceptable)
+
+What transactions need receipts? (all of them?)
+
+What happens when (not if) someone makes a personal transaction and the vendor can't fix it on their end?
diff --git a/bill-spend-expense/offboarding.rst b/bill-spend-expense/offboarding.rst
@@ -0,0 +1,4 @@
+Offboarding
+===========
+
+.. todo:: finish writing this page
diff --git a/bill-spend-expense/order-physical-card.rst b/bill-spend-expense/order-physical-card.rst
@@ -0,0 +1,4 @@
+Order a physical card
+=====================
+
+.. todo:: finish writing this page
diff --git a/bill-spend-expense/reimbursement-policy.rst b/bill-spend-expense/reimbursement-policy.rst
@@ -0,0 +1,6 @@
+Reimbursement policy
+====================
+
+.. todo:: move reimbursement policy to this page
+
+https://docs.google.com/document/u/1/d/e/2PACX-1vSjR5MitvqiO9Uc8K0kCHeou04PynqeHmJlzAwq8Cno-urMSKOLv6Nm9RCEuuJyX_P9jjrXDGl31xx2/pub
diff --git a/bill-spend-expense/request-account.rst b/bill-spend-expense/request-account.rst
@@ -0,0 +1,4 @@
+Request an account
+==================
+
+.. todo:: finish writing this page
diff --git a/corporate/address-changes.rst b/corporate/address-changes.rst
@@ -0,0 +1,29 @@
+Address changes
+===============
+
+.. todo:: Finish writing this page
+
+.. vale Google.Passive = NO
+.. vale write-good.Passive = NO
+.. vale write-good.E-Prime = NO
+
+The following list of places have the RoboJackets, Inc. address on file and need to be updated if the address changes:
+
+* secretary of state
+* Domain name WHOIS
+* mercury
+* BILL spend & expense
+* Gandi
+* corporate website
+* Internal Revenue Service - https://www.irs.gov/charities-non-profits/other-non-profits/change-of-address-exempt-organizations
+* gt vendor registration
+* gt external committee member for check payments
+* dun and Bradstreet
+* Georgia department of revenue
+* google play
+* probably apple developer account if/when that becomes a thing
+* square
+* Google Voice - in the Google Admin console
+* Bitwarden billing
+* northwest billing
+* postmark billing
diff --git a/corporate/bookkeeping-standards.rst b/corporate/bookkeeping-standards.rst
@@ -0,0 +1,14 @@
+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
@@ -0,0 +1,27 @@
+Calendar of tasks
+=================
+
+.. todo:: finish writing this page
+
+.. vale Google.Passive = NO
+.. vale write-good.Passive = NO
+.. vale write-good.E-Prime = NO
+
+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
+
+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
+
+Annually
+Submit Annual Registration to the Georgia Secretary of State
+Ryan handles this.
+
+Submit Form 990 to the Internal Revenue Service
+Process TBD.
diff --git a/corporate/identifiers.rst b/corporate/identifiers.rst
@@ -0,0 +1,20 @@
+Identifiers
+===========
+
+.. todo:: finish writing this page
+
+.. vale Google.Headings = NO
+.. vale Google.Parens = NO
+
+Employer Identification Number (EIN)
+------------------------------------
+
+30-1245512
+
+D-U-N-S Number
+--------------
+
+086764236
+
+Georgia Secretary of State control number
+-----------------------------------------
diff --git a/corporate/merchandise-sales.rst b/corporate/merchandise-sales.rst
@@ -0,0 +1,4 @@
+Merchandise sales
+=================
+
+.. todo:: finish writing this page
diff --git a/corporate/officer-changes.rst b/corporate/officer-changes.rst
@@ -0,0 +1,17 @@
+Officer changes
+===============
+
+.. todo:: Finish writing this page
+
+.. vale Google.Passive = NO
+.. vale write-good.Passive = NO
+.. vale write-good.E-Prime = NO
+
+When new officers are elected, records must be updated in the following locations:
+
+* Google Voice billing
+* Northwest account transfer
+* Georgia secretary of state
+* Dun and Bradstreet
+* Mercury
+* BILL Spend & Expense
diff --git a/index.rst b/index.rst
@@ -5,6 +5,24 @@
 Business Process Manual
 =======================
 
-.. vale Google.Exclamation = NO
+.. toctree::
+   :caption: Corporate
 
-Hello world!
+   corporate/address-changes
+   corporate/officer-changes
+   corporate/bookkeeping-standards
+   corporate/identifiers
+   corporate/merchandise-sales
+   corporate/calendar
+
+.. toctree::
+   :caption: BILL Spend & Expense
+
+   bill-spend-expense/cardholder-audit
+   bill-spend-expense/corporate-credit-card-policy
+   bill-spend-expense/reimbursement-policy
+   bill-spend-expense/order-physical-card
+   bill-spend-expense/request-account
+   bill-spend-expense/offboarding
+
+.. todolist::