Reporting in MSOA

When it comes to finances reporting is a key element. This is the way that we (as in the finance responsibles) and the others (as in everyone who has a stake in the organization) keeps track of what goes on inside the organization.

I have prepared a video on how to do monthly reporting in MSOA and also a quarterly update on how we are doing according to budget. I have an updated budget template that you can download here that will help you do this practically automatically.

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For leaders: Registration for new members on MyAIESEC.net

Oooh! All the new members for the fall are here! New, fresh and excited members =)

Let's help them get involved in AIESEC as fast as possible. One important thing to do is to make them sign up on MyAIESEC.net. It is very easy and they will get access to so much fun and useful information. The first part of the video shows how to do this.

The second part of the video shows how the leaders must approve the new members.
Tip: did you know that all new members fill in why they joined AIESEC and how they noticed AIESEC? Very useful information!

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Webpublishing through MyAIESEC.net part 2

Only editing existing pages is not that fun. In this video, we take a look at how you can create new pages on your website.

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eSynergy - Search it harder!

The fact that you can search and find companies in eSynergy makes it really powerful. For example, you can use the search to answer questions like

• what companies did we contact last year?
• which companies are inactive?
• which ICT companies do we have in our database?
• who should I call?

The search screen is very flexible so you can find many ways to search using it. In a later stage I am going to show you how to plan calls for all companies at once - for now, it will be enough for search.

Another thing this video goes through are the different types for companies. We have 4 important types in AIESEC eSynergy: Not validated, Uncontaced, Conctaced, Visited. These will be updated automatically when you add activities and realize them. However the "not visited" type is a bit special, it is set when you import companies from Excel, and you need to update this yourself! The video will show you how.

For now, enjoy the video!

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MyAIESEC.net: create and edit newsletters and wikis

Did you think that newsletters and wikis are only for MC and AI?
No way! MyAIESEC.net is for you, for your LC.

Imagine if you instead of sending all the members a weekly e-mail, they could subscribe to your LCs newsletter.

Imagine if there was one spot where you could gather all the information about what is going on in your LC.

You do not have to imagine anymore, find out how to make these dreams reality on MyAIESEC.net by watching this lovely video:

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Tracking potential members with Google Docs

So, here is a post about another IS tool that is very useful but not one of the "usual ones".

I am going to show you a good tool to track sign-ups for induction, info meetings and interest in memberships. All the signups will get automatically stored in a spreadsheet that you can use then to track who actually attended the introduction meeting and make statistics. You can use this for many things, such as signing up for going on exchange, attending conferences or whatever.

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To set it up go to http://docs.google.com and choose "Create new form". Then just add the fields you want and send it by email.

You can even add this form to your www.aiesec.org website, by choosing "More actions" and then "Embed" you will get a piece of HTML code that you can paste into a www.aiesec.org website (or on a blog). It will look like this:

Paying out (in MS Office Accounting)

This video shows how to handle invoices from your suppliers (like the MC or some other supplier) in Microsoft Office Accounting. It is very simple and you won't need to worry too much about getting the accounting right - the software does it for you.

In the example I pay an invoice from the MC for an internship that we realized. Maybe you receive invoices from other sources for new items? Well then simply create new "products" linked to the right account in the Chart of Accounts. Don't know which account to use? Check back here and with the other VPFs and we can develop a standard!

If you have any questions? Please post them here or e-mail me and I'll help you out.

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Tracking galore (eSynergy)

Today I will show you how to do the most basic and most important thing in eSynergy - tracking your activities. The basic thing you will learn is how to add a new activity (such as a cold call or meeting) and how to create follow-up actions.

Once you have completed an activity, press Copy: New to create a new follow-up activity, then go back to the original activity and press either Realize or Reject. Realize should be used when you have completed an activity (reached the person you were trying to call, had the meeting) and Reject when the activity cannot be completed (meeting cancelled, person that you were trying to call quit and so on).

Once you get the hang of it - it can be really easy to track all your activities in eSynergy.

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How to access AIESEC Sweden's resources at MyAIESEC.net

There are tons and tons of resources and information at MyAIESEC.net. Some might be a bit irrelevant, but so much will make your life easier. And more interesting. And more fun!

In this video you will learn:

• How to find the AIESEC sweden wiki
• How to find other Swedish wikis
• How to find the files you are looking for
• How to find the files you did not know you were looking for, but need anyway

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Sending invoices in MS accounting

This week I am going to cover a task that I hope you get to do a lot of - sending invoices. MS Office Accounting makes it real easy to work with invoicing and allows you to simply create invoices, associate them with a specific customer and then mark them as payed. All these operations will result in your books being kept - from the accounts receivable to all the proper accounts.
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Webpublishing through MyAIESEC.net

Internet has been around for a while now. Everyone finds their information online. Students interested in AIESEC will try to find information about you on the Internet. What will they find?

Have you ever been to www.aiesec.org? Did you know that your LC has their own website there? Do you know what is written there?

In this video you will learn how to edit your homepage at www.aiesec.org/sweden/(lcname) through MyAIESEC.net.
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Clean up MyAIESEC.net

A new AIESEC year has begun. New projects are starting. New members are coming. In with the new, out with the old. This is true about MyAIESEC.net as well. You don't want last year's "dirt" still in the systems. Clean up! Have a fresh clean start!

In this video you will learn how to:

• delete members that should not be members
• create new teams, add members to teams, and clean up teams

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Getting to grips with eSynergy

This time I'm briefly going to show you the most basic feature of eSynergy - storing company data. This is one of the purposes why we have the system, basically to store data about contacts and companies so that they will be accessible to us and other generations of AIESEC:ers.

One important take-away point from this video though is that there is no point in storing incomplete data, therefore if you are going to use eSynergy try your outmost to provide all the data you can in the system. For later, this will mean that the data will be much more valuable to your successors or other users!


Just right-click the video and select Play to play the video.

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See the first post about eSynergy - (Re)Introducing CRM.

Leaders in MyAIESEC.net

"If your actions inspire others to dream more, learn more, do more and become more, you are a leader." said John Quincy Adams, and Carro would like to add: "and the best way is by showing that you know MyAIESEC.net".

Well, OK, that might be a bit over-dramatized, but there is a pinch of truth in there. As a leader in your LC, you are the one who needs to show members the way in MyAIESEC.net, and the first thing you need to do is lead yourself and make sure you are in the right stage on MyAIESEC.net. Also, once you are there you will have access to things you do not want to miss out on.

We had some technical issues, if the video doesn't play, please click here or right click video below and choose 'Play'


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MyAIESEC.net intro

Drum rolls please.... because here's the introduction that will guide you through all the basics you need to know about MyAIESEC.net. In just five minutes.

This video is suitable for those who are new to MyAIESEC.net as well as for those who only use a fraction of the functions of the site.

We had some technical issues, if the video doesn't play, please click here or right click video below and choose 'Play'


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