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Document our Invoices and Contracts airtable #698
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@colliand can you please review this and let me know if the explanations there are clear? I think it's important that you have a strong understanding / regular interaction with these tables moving forward so make sure that it makes sense to you. @pnasrat this is the AirTable data I was describing in Slack, in case you'd like to take a look and provide feedback. In particular I'm curious if you think this is a reasonable "source of truth" for this data for the purposes of 2i2c-org/infrastructure#2431 |
I will review and report back. |
Added #699 in relation to the account part of this. @choldgraf edit: updated issue here since this discussion had already started a while ago: #183 |
Quick update: Joe at CS&S said that they can get us the "raw data" accounting information so we can use that as well for our airtable once they expose it. |
Issues arose with sharing documents with grants collaborators when using the CS&S owned shared folder. Grants are now tracked in a shared folder inside the 2i2c Team Drive. Some content is simlinked back to the prior CS&S-owned shared drive.
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These are excellent improvements to our documentation on single-source-of-truth usage of data from CS&S via AirTable. Thanks @choldgraf!
I note that the text on the sales process needs to be refactored (by @colliand) and merged with work done earlier this year in the Partnerships section of the team-compass.
This PR updates our documentation regarding invoices and contracts, and cleans up some more of our accounting and sales information.
Major changes: