Expenses

Can I reimburse an individual without a receipt

Can you? Yes. If an original receipt or an original invoice is lost, you can substitute in a written explanation with the payment’s purpose, a description of what was bought or paid for, the date the payment was made, the name of the person assisted (for payments from the fast-offering fund), and proper approval.

This option should be exercised only rarely.

If a receipt or invoice is not available, the member should make a full written explanation of the expense, including the date of purchase. The bishop or stake president should approve any reimbursement. The clerk can then prepare a reimbursement check and get the proper signatures.

This is from https://lds.org/help/support/recording- ... s?lang=eng

Is there an updated link with this information?

It does look like that link is no longer valid. I can't find another link but the same information is available on the Ward Audit form under question 9. You may have to ask your stake clerk or stake finance for a copy since I don't think ward clerks can download them from the audit site.

Is there an updated link with this information?

I assume you are seeing the same as me, clicking the link brings up a page that only displays the text "Microsoft Zune Media Player Overview"... which was definitely unexpected! Doing a search under the Help topics produces the same link referenced in the above post.

However, even more interestingly, if I change the link from spanish to english (simply by changing the end of the url from "lang=eng" to "lang=spa"), then I get the correct help reference displayed. In Spanish of course, but it's the correct help info! I've submitted Feedback using the standard link at the bottom of the page, and I encourage you to do the same. Hearing from multiple people would seem to be a better recipe for success...

Yes, I see the same "Microsoft Zune Media Player Overview". I've submitted feedback as well. Thanks for your help.

in the Chrome browser, after changing the URL from "lang=eng" to "lang=spa", a window in the tools bar pops up giving me the option to translate the page to English. The Chrome browser is what I'm currently using so I don't know if that feature will be available in other browsers.

Testing Payment Section: When there are no invoices nor receipts available, does a cancelled check provide adequate documentation for a "Yes" check? That is providing there is information on the check as to purpose, person, date and amount?

klinford1633 wrote:Testing Payment Section: When there are no invoices nor receipts available, does a cancelled check provide adequate documentation for a "Yes" check? That is providing there is information on the check as to purpose, person, date and amount?

A cancelled check is not adequate documentation to check yes on that audit question. If you read the instructions for the audit question, it gives more explanation on what is required.

An organisation president has put in some expense claims but I can't get them put through. As it's their first time I have to set up their EFT method (whatever that means!), but when I put it all in it comes up with an error message "pending transactions associated with bank account". They pay their donations online with the same account and I was wondering whether there was a problem when they set that up - I don't know.

The recipient of the pending EFT has to log into their church account and authorize reimbursements to either the same bank account they pay tithing with or another designated bank account. You cannot do it for them.

Once they have done that correctly you should be able to proceed with the EFT. They only have to designate a reimbursement account once, unless they wish to change to a different bank account later.

Many thanks - that worked brilliantly.