davesudweeks wrote:We plan to keep a mix of paper and electronic. If we receive the paper receipts and issue a paper check, there will be a paper copy of everything for the auditor to review. If we receive all electronic, and issue an ACH reimbursement, there will be no paper copy of anything. If we scan paper receipts to make them electronic so we can issue an ACH reimbursement, we plan to keep the paper at least until the next audit provides guidance.
My experience with church auditing is there is huge variation in personal opinion of the "requirements" by certain auditors and very little training by the stake to ensure they are all doing it the same (I have had audits stretch over multiple days and totaling over 8 hours due to auditors thinking their role is to personally inspect every reimbursement issued in the past 6 months and adding requirements that don't exist in any handbook and training document). This is why we are stepping cautiously down this path as we have had no clear direction from the stake and the direction in the instructions is vague. I understand we should not be commanded in all things, but when a rogue auditor is allowed to make life miserable for the wards for years and the stake doesn't respond, it is very frustrating.
Dave, I feel your pain. As a stake fin clerk we are left in the dark also. I am just finding out about this ACH business yesterday and trying to wrap my head around what is required. With no direction or process flow from SLC the stake can not help if they were not trained or given the information. And with the auditors going rouge, that is because there is no training for them either. Seems to be all in interpretation instead of real training and guidelines. I work the financial system in our stake around the audit questions and what is going to be asked and required. When the questions change and there are no advanced notice we all get hurt with audit findings.