From 3b093942edd718c021c0a9ab4c919735bfefe497 Mon Sep 17 00:00:00 2001 From: Victor Zheng Date: Tue, 23 Jul 2024 00:44:52 -0700 Subject: [PATCH 1/3] add finance instructions to wato wiki --- pages/finance.mdx | 7 ++++++ pages/finance/creating_personal_purchases.mdx | 9 ++++++++ pages/finance/creating_purchase_requests.mdx | 23 +++++++++++++++++++ 3 files changed, 39 insertions(+) create mode 100644 pages/finance.mdx create mode 100644 pages/finance/creating_personal_purchases.mdx create mode 100644 pages/finance/creating_purchase_requests.mdx diff --git a/pages/finance.mdx b/pages/finance.mdx new file mode 100644 index 0000000..985e8ec --- /dev/null +++ b/pages/finance.mdx @@ -0,0 +1,7 @@ +# Finance System + +Instructions on how to use the [WATonomous Finance System](finance-frontend.watonomous.ca), which is used to track funding, our account balances, and manage and reimburse purhcases. + +`Creating and Submitting a Personal Purchase Request` Contains details for members on how to purchase items using their own money and get reimbursed for it. ([go-to])(/finance/creating_personal_purchases) + +`Creating and Submitting a Purchase Request` Contains details for members on how to purchase items using WATonomous cash or directly from one of our funds. ([go-to])(/finance/creating_purchase_requests) diff --git a/pages/finance/creating_personal_purchases.mdx b/pages/finance/creating_personal_purchases.mdx new file mode 100644 index 0000000..5a74a38 --- /dev/null +++ b/pages/finance/creating_personal_purchases.mdx @@ -0,0 +1,9 @@ +# Creating Personal Purchases + +1. Go to https://finance-frontend.watonomous.ca/ +2. Create New Ticket > Ticket Type: Personal Purchase +3. Enter all purchase details. For funding item link, you would either be using FI-1 (WATO Cash) or one of the Funding Items that match the category. For example, if you're purchasing an RTX 4090 it would probably fit under GPU funding. +4. Await team approval. Please reach out to your team director, team captain, and the faculty advisor. +5. Once this has been completed, the item will be sent to the finance coordinator. They will purhcase the item, in which case the status will be `ORDERED` +6. Once the item has arrived, the item will be transitioned to `READY_FOR_PICKUP`, and the pick up instructions will give you next steps +7. Once completed, the item should be in the `PICKED_UP` state, completing the flow. diff --git a/pages/finance/creating_purchase_requests.mdx b/pages/finance/creating_purchase_requests.mdx new file mode 100644 index 0000000..2589c06 --- /dev/null +++ b/pages/finance/creating_purchase_requests.mdx @@ -0,0 +1,23 @@ +# Creating Purchase Requests + +1. Go to https://finance-frontend.watonomous.ca/ +2. Create New Ticket > Ticket Type: UW Finance Purchase +3. Enter all purchase details. For funding item link, you would either be using FI-1 (WATO Cash) or one of the Funding Items that match the category. For example, if you're purchasing an RTX 4090 it would probably fit under GPU funding. +4. Await team approval. Please reach out to your team director, team captain, and the faculty advisor. +5. Once this has been completed, the status will transition to `READY_FOR_BUY`. You should purchase the item at this step. +6. Once the item has been purchased, please upload the receipt, as well as a University of Waterloo Finance reimbursement form. Instructions found below. +7. Click Confirm Item(s) Purchased and Submit Reimbursement + +## Creating a University of Waterloo Finance reimbursement form. + +1. Navigate [here](https://uwaterloo.ca/engineering-endowment-foundation/getting-funding/spending-funding/submitting-reimbursement-request) +2. Click the link in step 1 titled "reimbursement form (excel)" +3. Enter the following fields +4. Payee is Student +5. Claimant Name, Student Number, Department, Phone Number, E-mail Address +6. Mailing Address, City, Province/State, Postal Code. For these, use the address your items were shipped to, or your personal address. +7. Destination/Reason for Request: Please put the corresponding reference number. Reach out to @smileycow on Discord if you do not know what this is +8. Ignore the Travel Advance Request section, and fill in your item details on the next section. For the description, please put the name of your item, and if available, the reason it was purchased. +9. Has an advance been issued: No +10. Enter your signature of Claimant: +11. Done! From 8001a47a2e201ab1528766180f1ea865879f8ff7 Mon Sep 17 00:00:00 2001 From: Victor Zheng Date: Tue, 23 Jul 2024 00:49:17 -0700 Subject: [PATCH 2/3] fix links --- pages/finance.mdx | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/pages/finance.mdx b/pages/finance.mdx index 985e8ec..f4024ad 100644 --- a/pages/finance.mdx +++ b/pages/finance.mdx @@ -2,6 +2,6 @@ Instructions on how to use the [WATonomous Finance System](finance-frontend.watonomous.ca), which is used to track funding, our account balances, and manage and reimburse purhcases. -`Creating and Submitting a Personal Purchase Request` Contains details for members on how to purchase items using their own money and get reimbursed for it. ([go-to])(/finance/creating_personal_purchases) +`Creating and Submitting a Personal Purchase Request` Contains details for members on how to purchase items using their own money and get reimbursed for it. ([go-to](/finance/creating_personal_purchases)) -`Creating and Submitting a Purchase Request` Contains details for members on how to purchase items using WATonomous cash or directly from one of our funds. ([go-to])(/finance/creating_purchase_requests) +`Creating and Submitting a Purchase Request` Contains details for members on how to purchase items using WATonomous cash or directly from one of our funds. ([go-to](/finance/creating_purchase_requests)) From 6e18978036dd879c52dd0820a1acc161d80baba4 Mon Sep 17 00:00:00 2001 From: Victor Zheng Date: Mon, 29 Jul 2024 22:26:23 -0500 Subject: [PATCH 3/3] addressed comments --- pages/finance/creating_personal_purchases.mdx | 4 ++-- pages/finance/creating_purchase_requests.mdx | 4 ++-- 2 files changed, 4 insertions(+), 4 deletions(-) diff --git a/pages/finance/creating_personal_purchases.mdx b/pages/finance/creating_personal_purchases.mdx index 5a74a38..1a30e55 100644 --- a/pages/finance/creating_personal_purchases.mdx +++ b/pages/finance/creating_personal_purchases.mdx @@ -3,7 +3,7 @@ 1. Go to https://finance-frontend.watonomous.ca/ 2. Create New Ticket > Ticket Type: Personal Purchase 3. Enter all purchase details. For funding item link, you would either be using FI-1 (WATO Cash) or one of the Funding Items that match the category. For example, if you're purchasing an RTX 4090 it would probably fit under GPU funding. -4. Await team approval. Please reach out to your team director, team captain, and the faculty advisor. -5. Once this has been completed, the item will be sent to the finance coordinator. They will purhcase the item, in which case the status will be `ORDERED` +4. Await team approval. Please reach out to the finance team and the faculty advisor. +5. Once this has been completed, the item will be sent to the finance coordinator. They will purchase the item, in which case the status will be `ORDERED` 6. Once the item has arrived, the item will be transitioned to `READY_FOR_PICKUP`, and the pick up instructions will give you next steps 7. Once completed, the item should be in the `PICKED_UP` state, completing the flow. diff --git a/pages/finance/creating_purchase_requests.mdx b/pages/finance/creating_purchase_requests.mdx index 2589c06..6ded5bd 100644 --- a/pages/finance/creating_purchase_requests.mdx +++ b/pages/finance/creating_purchase_requests.mdx @@ -3,7 +3,7 @@ 1. Go to https://finance-frontend.watonomous.ca/ 2. Create New Ticket > Ticket Type: UW Finance Purchase 3. Enter all purchase details. For funding item link, you would either be using FI-1 (WATO Cash) or one of the Funding Items that match the category. For example, if you're purchasing an RTX 4090 it would probably fit under GPU funding. -4. Await team approval. Please reach out to your team director, team captain, and the faculty advisor. +4. Await team approval. Please reach out to the finance team and the faculty advisor. 5. Once this has been completed, the status will transition to `READY_FOR_BUY`. You should purchase the item at this step. 6. Once the item has been purchased, please upload the receipt, as well as a University of Waterloo Finance reimbursement form. Instructions found below. 7. Click Confirm Item(s) Purchased and Submit Reimbursement @@ -16,7 +16,7 @@ 4. Payee is Student 5. Claimant Name, Student Number, Department, Phone Number, E-mail Address 6. Mailing Address, City, Province/State, Postal Code. For these, use the address your items were shipped to, or your personal address. -7. Destination/Reason for Request: Please put the corresponding reference number. Reach out to @smileycow on Discord if you do not know what this is +7. Destination/Reason for Request: Please put the corresponding reference number. For WEEF, this can be found [here.](https://docs.google.com/spreadsheets/d/1V4yUz8EjZCB78KKeBZ5JefzUg3Ql7SdXDFFWxUmVhuE/edit#gid=227889332) Reach out to @smileycow on Discord if you do not know what this is 8. Ignore the Travel Advance Request section, and fill in your item details on the next section. For the description, please put the name of your item, and if available, the reason it was purchased. 9. Has an advance been issued: No 10. Enter your signature of Claimant: