Reimbursement - Lesser amount than Receipt

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Reimbursement - Lesser amount than Receipt

Postby cchang » Wed Jan 22, 2020 1:29 pm

If a member is requesting a reimbursement amount less than the total on the receipt, do we need to specify which items is being reimbursed or are we ok as long as the total reimbursed is less than the total on the receipt without having to mark/circle which exact items are being reimbursed?

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Re: Reimbursement - Lesser amount than Receipt

Postby eblood66 » Wed Jan 22, 2020 1:36 pm

I don't know of any documentation that says one way or the other. But personally I feel more comfortable if the items are marked or if at least the member has provided a note indicating why they are not requesting the entire amount.

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Re: Reimbursement - Lesser amount than Receipt

Postby russellhltn » Wed Jan 22, 2020 2:06 pm

Good question. I agree some kind of explanation would be nice.

I'd also but that question to your stake auditors.
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Re: Reimbursement - Lesser amount than Receipt

Postby davesudweeks » Wed Jan 22, 2020 2:18 pm

When I was clerk, I always required them to identify which items on the receipt were being reimbursed (if not everything on the receipt). I often found math errors so just taking the amount they stated was not the best policy in many cases (yes, I would recalculate every expense because we had auditors who would do the same and I didn't want to get caught with that kind of exception).

I also asked members to avoid mixing their personal purchases with church purchases if possible as it makes everything all much easier and avoids errors.

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