Electronic reimbursements

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
colbyj
Member
Posts: 95
Joined: Mon Jan 10, 2011 7:22 am

Re: Electronic reimbursements

Postby colbyj » Thu May 23, 2019 1:47 pm

is there an online process for members to submit their receipts and requests for reimbursements?
Or, is the new reimbursement process focused solely on the output of the reimbursement. Should the workflow remain members submit paper receipts and requests to ward leadership, then enable their online accounts for electronic reimbursement? No online intake available yet (or planned?) for members to submit this all online enabling ward leaders to review / approve online? A complete online system? Thanks, grateful for the progress thus far.

lajackson
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Location: US

Re: Electronic reimbursements

Postby lajackson » Thu May 23, 2019 1:54 pm

colbyj wrote:is there an online process for members to submit their receipts and requests for reimbursements?
Or, is the new reimbursement process focused solely on the output of the reimbursement.

There is not an online process for submitting receipts. The new process enables the clerk to reimburse electronically a member who has set up a bank account to receive those reimbursements.

A member does not have to wait to set up an account. That can be done anytime through the Donations site settings.

A ward determines the best process for receiving requests for reimbursements. Some still use paper. Others accept an email with an attached electronic copy of the receipt, such as a PDF file. There are other combinations, as well. There have been many discussions about process here at the forum, but all ideas, other than the electronic reimbursement payment, are local to the unit involved.

colbyj
Member
Posts: 95
Joined: Mon Jan 10, 2011 7:22 am

Re: Electronic reimbursements

Postby colbyj » Thu May 23, 2019 2:03 pm

thank you for clarifying and offering ideas for submission.


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