3.12) Merging Donors
Merge donors when you find two donors that are the same person. When merging donors you select two different donors. One will be the “From Donor” and the other will be the “To Donor”. All of the records for the “From Donor” will be linked to the “To Donor”. The “From Donor” will be set to hidden and will no longer show up on the donor list.
To merge donors click “View/Update” on the Finance Screen. Then click “Merge Donors”. On the new screen click the “Select” button next to the “From Donor” field. Find the donor that you want to get rid of and click “Ok”. Then click the “Select” button next to the “To Donor” field. Find the donor you want to link all of the records to and click “Ok”. Click “Ok” again to finish. …show more content…
Fill out the main form completely and staple any corresponding proofs of expense, such as receipts, to the form. Once filled out have Bishop sign it.
Receiving
When you receive a reimbursement form there are a few things to double check. Make sure that there is proof of expense, that it is signed by Bishop, and that they wrote the correct amounts on the form
The most important thing to double check is that they included some kind of proof of expense with the form. The best proof of expense is an itemized receipt but other proofs such as a bill or invoice may work. If you received proof of expense but it did not specify how much tax there was then do your best to find out what it was. Whenever you can not find a definitive answer then proceed as if there was no tax. If they do not include proof of expense then do not issue a check.
The next most important thing to check is that they received authorization from Bishop. If the form is not signed by Bishop then find him at a time when he can briefly go over the expense and sign the …show more content…
Make sure that their totals are added up correctly and that they match what their proof of expense shows.
Printing
If you need to print more reimbursement forms simply type in “Reimbursement Request Form” in the search bar on the computer. This brings up the Reimbursement Request Form document. Open it and print as many copies as is
Merge donors when you find two donors that are the same person. When merging donors you select two different donors. One will be the “From Donor” and the other will be the “To Donor”. All of the records for the “From Donor” will be linked to the “To Donor”. The “From Donor” will be set to hidden and will no longer show up on the donor list.
To merge donors click “View/Update” on the Finance Screen. Then click “Merge Donors”. On the new screen click the “Select” button next to the “From Donor” field. Find the donor that you want to get rid of and click “Ok”. Then click the “Select” button next to the “To Donor” field. Find the donor you want to link all of the records to and click “Ok”. Click “Ok” again to finish. …show more content…
Fill out the main form completely and staple any corresponding proofs of expense, such as receipts, to the form. Once filled out have Bishop sign it.
Receiving
When you receive a reimbursement form there are a few things to double check. Make sure that there is proof of expense, that it is signed by Bishop, and that they wrote the correct amounts on the form
The most important thing to double check is that they included some kind of proof of expense with the form. The best proof of expense is an itemized receipt but other proofs such as a bill or invoice may work. If you received proof of expense but it did not specify how much tax there was then do your best to find out what it was. Whenever you can not find a definitive answer then proceed as if there was no tax. If they do not include proof of expense then do not issue a check.
The next most important thing to check is that they received authorization from Bishop. If the form is not signed by Bishop then find him at a time when he can briefly go over the expense and sign the …show more content…
Make sure that their totals are added up correctly and that they match what their proof of expense shows.
Printing
If you need to print more reimbursement forms simply type in “Reimbursement Request Form” in the search bar on the computer. This brings up the Reimbursement Request Form document. Open it and print as many copies as is