I’ve put what I believe are reimbursable expenses on my personal accounts absent a policy / workflow to draw money directly from our bank account. Let’s make sure that gets done!
October 4, 2017 - December 31, 2017
January 1, 2018 - December 31, 2018
January 1, 2019 - December 31, 2019
January 1, 2020 - June 30, 2020
July 1, 2020 - June 30, 2021
July 1, 2020 - Present
Deborah is happy and taken care of
Reimbursement Form Recommendations
- When was the payment made?
- How much was the cost?
- What was the nature of the expense?
- How did it relate to the organisation’s mission and purpose?
- Who benefited from the expense?
I’m also thinking
- How should it be entered: chart of account, program/admin/fundraising, location, tags
Does this need to be done for all past expenses?