Reimbursement - Revision history

PastorLance: PastorLance moved page Reimburesement to Reimbursement: Spell Checked

2024-12-04T15:29:20Z

PastorLance moved page Reimburesement to Reimbursement: Spell Checked

← Older revision	Revision as of 15:29, 4 December 2024
(No difference)

Serenity152102: Form added

2024-05-01T15:23:32Z

Form added

← Older revision		Revision as of 15:23, 1 May 2024
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	** All receipts and any other documentation necessary for reimbursement shall be retained by the church;		** All receipts and any other documentation necessary for reimbursement shall be retained by the church;
	* No expense shall be reimbursed that exceeds $50, or a pre-approved amount, or is not adequately substantiated by proper documentation.		* No expense shall be reimbursed that exceeds $50, or a pre-approved amount, or is not adequately substantiated by proper documentation.
			Reimbursement forms can be found in the office in the folder labeled: Non-Education Reimbursement or you can print a copy [https://docs.google.com/spreadsheets/d/1Seh1n9Gfv1VWG0UtCkjjnQOIhp8BnOAm/edit?usp=sharing&ouid=110098576895256786923&rtpof=true&sd=true here].

	See Also: [[Education Reimbursement Policy]]		See Also: [[Education Reimbursement Policy]]

Serenity152102 at 18:37, 6 July 2022

2022-07-06T18:37:01Z

← Older revision		Revision as of 18:37, 6 July 2022
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	Once a manager has approved a reimbursement, they must complete a reimbursement form and submit that form to the church treasurer.		Once a manager has approved a reimbursement, they must complete a reimbursement form and submit that form to the church treasurer.

	The reimbursement form is located in the front administrative office. A receipt and any other required documentation ~~(transcript of passing grade)~~ must be attached to the reimbursement form.		The reimbursement form is located in the front administrative office. A receipt and any other required documentation must be attached to the reimbursement form.

	A completed form will be signed by the employee and their manager		A completed form will be signed by the employee and their manager

Serenity152102: how to added

2022-04-14T21:27:39Z

how to added

← Older revision		Revision as of 21:27, 14 April 2022
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	* No expense shall be reimbursed that exceeds $50, or a pre-approved amount, or is not adequately substantiated by proper documentation.		* No expense shall be reimbursed that exceeds $50, or a pre-approved amount, or is not adequately substantiated by proper documentation.
	See Also: [[Education Reimbursement Policy]]		See Also: [[Education Reimbursement Policy]]



			Once a manager has approved a reimbursement, they must complete a reimbursement form and submit that form to the church treasurer.

			The reimbursement form is located in the front administrative office. A receipt and any other required documentation (transcript of passing grade) must be attached to the reimbursement form.

			A completed form will be signed by the employee and their manager

			Either the treasurer or Senior Pastor will also sign the reimbursement form

			The treasurer will email payroll to request a reimbursement on behalf of the employee

			On the reimbursement request form, in the top corner, the date the request was submitted to payroll is written

			The request is then logged in the [https://docs.google.com/spreadsheets/d/1tDV6HZqjGL_NZ2LQCdvbKEufYxwgMut-IdaH0qZdR-k/edit#gid=994677339 Deductions and Deposits] sheet in tab "Reimbursements"

			Column A: Employee - List the employees name

			Column B: Date- the date the reimbursement was submitted to payroll

			Column C: Amount- the amount of the reimbursement

			Column D: Account- the Account Line in which the reimbursement will be entered in Aplos

			Column E: Fund- the Fund in which the reimbursement will be entered in Aplos

			Column F: Event- the Event in which the reimbursement will be entered in Aplos (if applicable)

			Column G: Fundraiser/Project- the Fundraiser/Project in which the reimbursement will be entered in Aplos (if applicable)

			Column H: Department- the Department in which the reimbursement will be entered in Aplos (if applicable)


			Upon receiving the next payroll documents, verify that all reimbursements have been appropriately paid on affected employees pay stubs

			On the reimbursement request form, in the top corner, write the date of the payroll that the reimbursement was paid out

PastorLance at 02:35, 29 November 2021

2021-11-29T02:35:40Z

← Older revision		Revision as of 02:35, 29 November 2021
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	** All receipts and any other documentation necessary for reimbursement shall be retained by the church;		** All receipts and any other documentation necessary for reimbursement shall be retained by the church;
	* No expense shall be reimbursed that exceeds $50, or a pre-approved amount, or is not adequately substantiated by proper documentation.		* No expense shall be reimbursed that exceeds $50, or a pre-approved amount, or is not adequately substantiated by proper documentation.
			See Also: [[Education Reimbursement Policy]]

PastorLance at 21:06, 27 November 2021

2021-11-27T21:06:17Z

← Older revision		Revision as of 21:06, 27 November 2021
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	* Only approved employees and volunteers shall be reimbursed under the terms of this plan.		* Only approved employees and volunteers shall be reimbursed under the terms of this plan.
	* Because the reimbursement of an unqualified expense will cause the plan to become non-accountable and all payments made under the plan to be taxable income, only expenses with adequate substantiation, as defined below, shall be reimbursed under the terms of this plan.		* Because the reimbursement of an unqualified expense will cause the plan to become non-accountable and all payments made under the plan to be taxable income, only expenses with adequate substantiation, as defined below, shall be reimbursed under the terms of this plan.
	** The expenses must be reasonable in amount (under $50 unless prior arrangements have been		** The expenses must be reasonable in amount (under $50 unless prior arrangements have been made)
	made);		**The expenses must be documented by amount, date, place, and business purpose on an approved TOL reimbursement request form with receipt attached;
	** The expenses must be documented by amount, date, place, and business purpose on an approved TOL reimbursement request form with receipt attached;
	** Expenses shall be presented for payment between 30 -60 days, and no expenses over sixty days old shall be reimbursed under the terms of this plan;		** Expenses shall be presented for payment between 30 -60 days, and no expenses over sixty days old shall be reimbursed under the terms of this plan;
	** All receipts and any other documentation necessary for reimbursement shall be retained by the church;		** All receipts and any other documentation necessary for reimbursement shall be retained by the church;
	* No expense shall be reimbursed that exceeds $50, or a pre-approved amount, or is not adequately substantiated by proper documentation.		* No expense shall be reimbursed that exceeds $50, or a pre-approved amount, or is not adequately substantiated by proper documentation.

PastorLance at 16:28, 25 November 2021

2021-11-25T16:28:20Z

← Older revision		Revision as of 16:28, 25 November 2021
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			[[Category:Finance]]
	Be it resolved the following accountable, business-expense-reimbursement plan shall be followed for all employees and volunteers of the church:		Be it resolved the following accountable, business-expense-reimbursement plan shall be followed for all employees and volunteers of the church:
	1. Only reasonable, ordinary, necessary, and legitimate business expenses shall be reimbursed under this plan.		* Only reasonable, ordinary, necessary, and legitimate business expenses shall be reimbursed under this plan.
	2. Only approved employees and volunteers shall be reimbursed under the terms of this plan.		* Only approved employees and volunteers shall be reimbursed under the terms of this plan.
	3. Because the reimbursement of an unqualified expense will cause the plan to become non-accountable and all payments made under the plan to be taxable income, only expenses with adequate substantiation, as defined below, shall be reimbursed under the terms of this plan.		* Because the reimbursement of an unqualified expense will cause the plan to become non-accountable and all payments made under the plan to be taxable income, only expenses with adequate substantiation, as defined below, shall be reimbursed under the terms of this plan.
	A. The expenses must be reasonable in amount (under $50 unless prior arrangements have been		** The expenses must be reasonable in amount (under $50 unless prior arrangements have been
	made);		made);
	B. The expenses must be documented by amount, date, place, and business purpose on an approved TOL reimbursement request form with receipt attached;		** The expenses must be documented by amount, date, place, and business purpose on an approved TOL reimbursement request form with receipt attached;
	C. Expenses shall be presented for payment between 30 -60 days, and no expenses over sixty days old shall be reimbursed under the terms of this plan;		** Expenses shall be presented for payment between 30 -60 days, and no expenses over sixty days old shall be reimbursed under the terms of this plan;
	D. All receipts and any other documentation necessary for reimbursement shall be retained by the church;		** All receipts and any other documentation necessary for reimbursement shall be retained by the church;
	5. No expense shall be reimbursed that exceeds $50, or a pre-approved amount, or is not adequately substantiated by proper documentation.		* No expense shall be reimbursed that exceeds $50, or a pre-approved amount, or is not adequately substantiated by proper documentation.

PastorLance: Created page with "Be it resolved the following accountable, business-expense-reimbursement plan shall be followed for all employees and volunteers of the church: 1. Only reasonable, ordinary, necessary, and legitimate business expenses shall be reimbursed under this plan. 2. Only approved employees and volunteers shall be reimbursed under the terms of this plan. 3. Because the reimbursement of an unqualified expense will cause the plan to become non-accountable and all payments made under..."

2021-11-25T16:27:37Z

Created page with "Be it resolved the following accountable, business-expense-reimbursement plan shall be followed for all employees and volunteers of the church: 1. Only reasonable, ordinary, necessary, and legitimate business expenses shall be reimbursed under this plan. 2. Only approved employees and volunteers shall be reimbursed under the terms of this plan. 3. Because the reimbursement of an unqualified expense will cause the plan to become non-accountable and all payments made under..."

New page

Be it resolved the following accountable, business-expense-reimbursement plan shall be followed for all employees and volunteers of the church:
1. Only reasonable, ordinary, necessary, and legitimate business expenses shall be reimbursed under this plan.
2. Only approved employees and volunteers shall be reimbursed under the terms of this plan.
3. Because the reimbursement of an unqualified expense will cause the plan to become non-accountable and all payments made under the plan to be taxable income, only expenses with adequate substantiation, as defined below, shall be reimbursed under the terms of this plan.
A. The expenses must be reasonable in amount (under $50 unless prior arrangements have been
made);
B. The expenses must be documented by amount, date, place, and business purpose on an approved TOL reimbursement request form with receipt attached;
C. Expenses shall be presented for payment between 30 -60 days, and no expenses over sixty days old shall be reimbursed under the terms of this plan;
D. All receipts and any other documentation necessary for reimbursement shall be retained by the church;
5. No expense shall be reimbursed that exceeds $50, or a pre-approved amount, or is not adequately substantiated by proper documentation.