Expense Reimbursement for Bishop

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razor7
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Expense Reimbursement for Bishop

Postby razor7 » Tue Mar 23, 2021 7:22 pm

Hello--

The Bishop submitted a request for reimbursement. As the ward clerk I input the expense and uploaded the receipt. One of the councilors approved the expense. Now, the expense is siting in the Bishop's Review stage. What needs to happen next to continue the workflow for the Bishop to be reimbursed?

Thanks,

Stephen

eblood66
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Re: Expense Reimbursement for Bishop

Postby eblood66 » Tue Mar 23, 2021 7:39 pm

At this point the expense should be proceeding and should show up in Bishop's account within a few days (assuming this was an EFT expense--if it's a check then you need to print it and get it signed and distributed).

The bishop needs to check the expense on the Bishop's Review list to show that he approved the expense. The Bishop's Review is needed to avoid an audit exception but is not needed for the expense to be paid.

razor7
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Re: Expense Reimbursement for Bishop

Postby razor7 » Tue Mar 23, 2021 7:48 pm

eblood66 wrote:At this point the expense should be proceeding and should show up in Bishop's account within a few days (assuming this was an EFT expense--if it's a check then you need to print it and get it signed and distributed).

The bishop needs to check the expense on the Bishop's Review list to show that he approved the expense. The Bishop's Review is needed to avoid an audit exception but is not needed for the expense to be paid.


Understood. Thank you. It just seemed a little unusual that the Bishop needed to review and approve an expense being made to him, so that's why I asked.

scgallafent
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Re: Expense Reimbursement for Bishop

Postby scgallafent » Wed Mar 24, 2021 9:24 am

Because you and one of the counselors approved the expense, there are two non-bishop people who have reviewed and approved the payment to the bishop. The bishop is responsible to review and approve all ward expenses, so he still needs to review and approve this one.

razor7
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Re: Expense Reimbursement for Bishop

Postby razor7 » Wed Mar 24, 2021 9:38 am

scgallafent wrote:Because you and one of the counselors approved the expense, there are two non-bishop people who have reviewed and approved the payment to the bishop. The bishop is responsible to review and approve all ward expenses, so he still needs to review and approve this one.


Thank you

jcfhui
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Re: Expense Reimbursement for Bishop

Postby jcfhui » Sun Mar 28, 2021 7:29 pm

Can ward clerk be one of two approvers for expense reimbursement? I am the assistance financial ward clerk and I know I can review and approve expense reimbursement. Or below is a special case:
1. Assistance ward clerk submitted and approved an reimbursement request for expense out of Bishop's pocket
2. By default, Bishop cannot approve his own expense as the second approver
3. Ward clerk cannot approve this expense because one of the approvers must be in the bishopric

Thanks,
Jack

davesudweeks
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Location: Oklahoma, USA

Re: Expense Reimbursement for Bishop

Postby davesudweeks » Mon Mar 29, 2021 5:22 am

It should work just fine if the approvers are as follows:
Approver 1: Ward clerk or assistant ward clerk or assistant ward clerk-finance
Approver 2: 1st or 2nd counselor in the bishopric
The bishop will still need to approve the disbursement of church funds after the 2 approvals - this is true regardless of the recipient of the reimbursement if the bishop is not approver 2.


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