Expenses

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
darrinjackb
New Member
Posts: 2
Joined: Fri Dec 02, 2016 12:47 pm

Expenses

#1

Post by darrinjackb »

Can I reimburse an individual without a receipt
allenjpl
Member
Posts: 341
Joined: Wed Apr 08, 2009 9:26 am
Location: Las Vegas, NV, USA

Re: Expenses

#2

Post by allenjpl »

Can you? Yes. If an original receipt or an original invoice is lost, you can substitute in a written explanation with the payment’s purpose, a description of what was bought or paid for, the date the payment was made, the name of the person assisted (for payments from the fast-offering fund), and proper approval.

This option should be exercised only rarely.
cferguso55
New Member
Posts: 16
Joined: Sun Aug 01, 2010 12:13 pm
Location: USA

Re: Expenses

#3

Post by cferguso55 »

If a receipt or invoice is not available, the member should make a full written explanation of the expense, including the date of purchase. The bishop or stake president should approve any reimbursement. The clerk can then prepare a reimbursement check and get the proper signatures.

This is from https://lds.org/help/support/recording- ... s?lang=eng
jkiclimber
New Member
Posts: 5
Joined: Tue Jun 08, 2021 3:50 pm

Re: Expenses

#4

Post by jkiclimber »

Is there an updated link with this information?
eblood66
Senior Member
Posts: 3907
Joined: Mon Sep 24, 2007 9:17 am
Location: Cumming, GA, USA

Re: Expenses

#5

Post by eblood66 »

It does look like that link is no longer valid. I can't find another link but the same information is available on the Ward Audit form under question 9. You may have to ask your stake clerk or stake finance for a copy since I don't think ward clerks can download them from the audit site.
BrianEdwards
Senior Member
Posts: 1076
Joined: Sun Oct 30, 2016 10:42 pm
Location: Michigan

Re: Expenses

#6

Post by BrianEdwards »

Is there an updated link with this information?
I assume you are seeing the same as me, clicking the link brings up a page that only displays the text "Microsoft Zune Media Player Overview"... which was definitely unexpected! Doing a search under the Help topics produces the same link referenced in the above post.

However, even more interestingly, if I change the link from spanish to english (simply by changing the end of the url from "lang=eng" to "lang=spa"), then I get the correct help reference displayed. In Spanish of course, but it's the correct help info! I've submitted Feedback using the standard link at the bottom of the page, and I encourage you to do the same. Hearing from multiple people would seem to be a better recipe for success...
jkiclimber
New Member
Posts: 5
Joined: Tue Jun 08, 2021 3:50 pm

Re: Expenses

#7

Post by jkiclimber »

Yes, I see the same "Microsoft Zune Media Player Overview". I've submitted feedback as well. Thanks for your help.
callmebat62
New Member
Posts: 5
Joined: Wed Jan 29, 2020 5:44 pm

Re: Expenses

#8

Post by callmebat62 »

in the Chrome browser, after changing the URL from "lang=eng" to "lang=spa", a window in the tools bar pops up giving me the option to translate the page to English. The Chrome browser is what I'm currently using so I don't know if that feature will be available in other browsers.
klinford1633
New Member
Posts: 1
Joined: Sun Jul 18, 2021 3:13 pm

Re: Expenses

#9

Post by klinford1633 »

Testing Payment Section: When there are no invoices nor receipts available, does a cancelled check provide adequate documentation for a "Yes" check? That is providing there is information on the check as to purpose, person, date and amount?
scgallafent
Church Employee
Church Employee
Posts: 3025
Joined: Mon Feb 09, 2009 4:55 pm
Location: Riverton, Utah

Re: Expenses

#10

Post by scgallafent »

klinford1633 wrote:Testing Payment Section: When there are no invoices nor receipts available, does a cancelled check provide adequate documentation for a "Yes" check? That is providing there is information on the check as to purpose, person, date and amount?
A cancelled check is not adequate documentation to check yes on that audit question. If you read the instructions for the audit question, it gives more explanation on what is required.
Post Reply

Return to “Local Unit Finance”