Expense Report/Bishop's Review
Posted: Sun May 12, 2019 2:11 pm
Just did a check from LCR. No expense report was available to print like you would do from MLS. Does the Bishop's review take the place of the expense report in LCR?
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Any paperwork used in processing an expense reimbursement request and not converted to an electronic file and not attached to the electronic expense record needs to be saved for the appropriate retention period for your area (3 years in the U.S.). For example, a paper reimbursement request document submitted but not converted to an electronic file and attached to the expense record will need to be annotated with the expense record number and saved. If paper receipts were submitted and not converted and attached to the expense record will need to be annotated with the expense record number and saved. If paper checks are printed, then the check stub needs to be saved.ethancro wrote:So what paper copy needs to be kept? The expense report printed from MLS was signed by the Bishop and Clerk. This paper was kept for 3 years.