EFT Advance?

How can I create an EFT for an advance payment? There are no receipts yet.

Notice on the expense processing page there is no requirement to attach receipts to save the expense. In the Purpose text box I would add a statement that the disbursement is an advance.

I don't think you can attach receipts after the expense is saved. However, if I were to borrow from the process used in processing an advance in MLS I would attach a document with information about the advance that includes as much information as possible that would normally be found on a receipt. I would then print the Expense Detail information. Then attach the receipts to the paper Expense Detail page when they are received. Any over-payment would be processed the same as before in MLS - attach the yellow copy of the deposit slip along with the receipts to the Expense Detail printed documentation.

I think that would provide enough paper trail and explanation for the advance for an audit.

I know for sure that I can upload and attach receipts and other documents to expenses long after they are paid. When LCRF was changed to allow uploads, I went back to the beginning of the year and scanned in everything from my filing cabinet, so they would be available for the auditor to review last August.

I was hoping to get a request form signed by the bishop this morning, so I could upload it to use for the EFT advance, but I forgot it. Without anything attached, I need a member of the bishopric with me to approve it.