chriswoodut wrote:1. Which budget category they think this should come out of (sometimes I override)
In the few cases where we have subcategories, the organization president who forwards the email will be the one who adds this. The person requesting the expense usually doesn't know about subcategories. We only have three organizations with subcategories (Primary, Young Men, Young Women) and one or two subcategories in each. That means we only have six people (president and secretary of each organization) who know about them. That's an easy group to work with to get things right.
chriswoodut wrote:2. How much they think should be reimbursed. This is helpful if their receipt included items purchased for personal use and ward use. (sometimes we tweak it)
Sometimes they will tell us how much they think should be reimbursed. If the receipt has a mix of personal and ward items, odds are pretty good they're going to have a calculation error related to taxes, so we're still going to recalculate it to make sure they calculated the taxes correctly.
chriswoodut wrote:3. A description of the expense
This hasn't been a problem.
chriswoodut wrote:4. We also have the organization head sign it before it comes to a clerk
The email comes from the organization head, so that covers this for us.
chriswoodut wrote:How often to you get requests that are missing info and you have to go back for clarification?
It's pretty rare. Most of the time, we can resolve the question with a quick email or phone call to the auxiliary president.