For new clerks (or old): generic unit financial form

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
seth.wagenman
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Location: Colorado (United States)

For new clerks (or old): generic unit financial form

Postby seth.wagenman » Mon Nov 16, 2009 5:42 am

I have created a version of the finance form referred to in the online clerks' financial training. I offer it up to anyone who is a new clerk and may not want to have to reinvent the wheel.

There are no specific budget categories, which may be good because those can change. The only difference from the example form shown in the official training is that I request people attach "corroborating records" to the reverse, instead of simply "attaching receipts", because sometimes people lose their receipts.

I welcome any suggestions for improvement that anyone may have.
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aebrown
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Postby aebrown » Mon Nov 16, 2009 7:19 am

brethvoice wrote:I have created a version of the finance form referred to in the online clerks' financial training. I offer it up to anyone who is a new clerk and may not want to have to reinvent the wheel.


Thanks for sharing this. There are several other examples in the wiki article Expenses:Forms.

seth.wagenman
New Member
Posts: 15
Joined: Mon Nov 16, 2009 5:28 am
Location: Colorado (United States)

Postby seth.wagenman » Wed Sep 15, 2010 7:30 pm

I went to the wiki page and there added a fillable .pdf file that is generic and able to be used by anyone with free Adobe Reader software instead of Microsoft Office. It is generic and able to be used at any level: ward, branch, stake, district, mission, etc.


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