For new clerks (or old): generic unit financial form

[SethBW]

I have created a version of the finance form referred to in the online clerks' financial training. I offer it up to anyone who is a new clerk and may not want to have to reinvent the wheel.

There are no specific budget categories, which may be good because those can change. The only difference from the example form shown in the official training is that I request people attach "corroborating records" to the reverse, instead of simply "attaching receipts", because sometimes people lose their receipts.

I welcome any suggestions for improvement that anyone may have.

[aebrown]

I have created a version of the finance form referred to in the online clerks' financial training. I offer it up to anyone who is a new clerk and may not want to have to reinvent the wheel.

Thanks for sharing this. There are several other examples in the wiki article Expenses:Forms.

[SethBW]

I went to the wiki page and there added a fillable .pdf file that is generic and able to be used by anyone with free Adobe Reader software instead of Microsoft Office. It is generic and able to be used at any level: ward, branch, stake, district, mission, etc.

[SethBW]

What happened to the Wiki (I ask over 10 years later)?

[SethBW]

I was able to re-create the file in a more recent version of Excel and export to PDF. I am using this form as a reference to "the good old days" when paper form submission was the only way to get paid (hence the reference to a "check").

I am going to encourage units in my stake to adopt an updated version of this form as a best practice and ask people to fill it out and attach a photo or scan with their electronic submission. It would probably save a lot of trouble come audit time.

[russellhltn]

What happened to the Wiki (I ask over 10 years later)?

It's still there, but "lds.org" has been replaced by "churchofjesuschrist.org". But even so, that page appears to have been removed.