[Cusom26] Reminder of Club Reimbursement Procedures

[Bryant, Wendy D]

Hey, y'all!

Just a quick reminder of how to properly complete reimbursement requests.

  1.  I need a copy of the receipt if you are paying cash.
  2.  I need a copy of the receipt AND a copy of the statement that shows the withdrawal if you are using a card.  Routinely, we are using cards so I should have two (2) receipts for each item.
  3.  Credit card statements should show the name of the card owner and the item being withdrawn.  You can black out addresses or whatever else I don't need.
  4.  Each person paying for items should make a reimbursement request for those items to be reimbursed to that person.  A PAPER TRAIL IS VITAL!
  5.  Make sure everyone who needs to sign does so.  If your club does not have a treasurer, then 2 people should be reviewing the document. For example, the president should review the vice president and vice versa, if there is no treasurer involved.

****Make sure the word reimbursement is in the subject line of the email.    I get A LOT of emails.  I can search in my INBOX for reimbursements and process them first if the word reimbursement is in there.  Otherwise, it will get worked in the order in which I receive them which might be behind 50 other emails about something else.

I thank all of you for your help as I learn this new role and how to help you get all your items handled more efficiently.


Blessings,
Wendy

Wendy D. Bryant, PhD (ABD)
Assistant Director of Student Affairs
School of Osteopathic Medicine | Campbell University
Post Office Box 4280 | Buies Creek, North Carolina 27506
Levine Hall Office #123 | 910-893-1846 | medicine.campbell.edu<http://medicine.campbell.edu/>

[cid:image001.png at 01D9FD30.F5DE1490]<http://medicine.campbell.edu/>

CONFIDENTIALITY NOTICE: This e-mail, including any attachments, is intended for the sole use of the addressee(s) and may contain legally privileged and/or confidential information.  If you are not the intended recipient, you are hereby notified that any use, dissemination, copying or retention of this e-mail or the information contained herein is strictly prohibited.  If you have received this e-mail in error, please immediately notify the sender by telephone or reply by e-mail, and permanently delete this e-mail from your computer system.  There is no intent on the part of the sender to waive any privilege, including the attorney-client privilege, that may attach to this communication.  Thank you. IF YOU HAVE RECEIVED THIS IN ERROR, PLEASE CALL ME IMMEDIATELY AT 910-893-1846.


-------------- next part --------------
An HTML attachment was scrubbed...
URL: <https://list.campbell.edu/pipermail/cusom26/attachments/20231012/0037ce14/attachment.htm>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 7341 bytes
Desc: image001.png
URL: <https://list.campbell.edu/pipermail/cusom26/attachments/20231012/0037ce14/attachment.png>