Invoice Payment Reimbursement Form
Posted: Wed Apr 01, 2009 11:28 pm
When filling out a Reimbursement Request / Expense Authorization form for an expense which the church is paying for directly (i.e. Fast Offering payment directly to the electric company), our ward's current form has two options for the expense: (1) Reimbursement or (2) Advance Payment. I've noticed that most sample forms (like the ones posted on LDSClerks) also only have these two options for the request.
So my question is (and I know this is kind of nit-picky), what box should you check? It's not really a reimbursement (nothing has been paid yet), and it's not an advance payment (since you already have the receipt/invoice). I'm considering modifying our expense form to include a third check box for "Invoice," or "Direct Payment." Or, just not check either of them? I'm just curious what other clerks do, as I know this is not at all an uncommon type of expense.
Also, our current form has a place to write the check number once that has been determined. Since I attach a printed portion of the check (with the check number) to the form anyway, I see no need for the added step of writing the number on the form as well. So I'm considering removing this from the form - any reason why I shouldn't?
So my question is (and I know this is kind of nit-picky), what box should you check? It's not really a reimbursement (nothing has been paid yet), and it's not an advance payment (since you already have the receipt/invoice). I'm considering modifying our expense form to include a third check box for "Invoice," or "Direct Payment." Or, just not check either of them? I'm just curious what other clerks do, as I know this is not at all an uncommon type of expense.
Also, our current form has a place to write the check number once that has been determined. Since I attach a printed portion of the check (with the check number) to the form anyway, I see no need for the added step of writing the number on the form as well. So I'm considering removing this from the form - any reason why I shouldn't?