Can we provide funds to a member before the expense is incurred?

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
drepouille
Senior Member
Posts: 2859
Joined: Sun Jul 01, 2007 6:06 pm
Location: Plattsmouth, NE

Re: Can we provide funds to a member before the expense is incurred?

#11

Post by drepouille »

Although our answers may not have stated it specifically, remember that all receipts must be turned in, as well as all unspent funds from the advance. If they can't produce all necessary receipts, or fabricate an acceptable receipt, they must return all funds for which no receipt is provided.
Dana Repouille, Plattsmouth, Nebraska
davesudweeks
Senior Member
Posts: 2652
Joined: Sun May 09, 2010 9:16 pm
Location: Washington, USA

Re: Can we provide funds to a member before the expense is incurred?

#12

Post by davesudweeks »

drepouille wrote:Although our answers may not have stated it specifically, remember that all receipts must be turned in, as well as all unspent funds from the advance. If they can't produce all necessary receipts, or fabricate an acceptable receipt, they must return all funds for which no receipt is provided.
I would add that there is also an approved procedure to be reimbursed when a receipt is not available. So there may be the rare case where not all receipts can be provided and the Bishop will allow generation of a non-standard receipt. As ward finance clerk currently, I stress to members that this is a last resort option and they should always, always try to obtain and keep a receipt.
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