Contents
Work Plan
Learning Notion
Workspace
Workflows
The process begins with logging any deposits received in the Deposits database. It's essential to link the "year" property within each deposit entry to ensure the "Current Balance" is updated accordingly. Make sure to initiate each year with a "Carryover" line. The default view is tailored to the current year, requiring an annual filter update.
Links to:
- Balance View for an automated, real-time update on the current financial standing, reflecting the transactions of the current year.
- Requests Database to house all fund allocation proposals. In the Summary view, only the approved and withdrawn amounts for the current year are displayed, which affect the "Current Balance." The default view, like others, is set to the current year, requiring a filter update annually.