Financial Training for Advisory Councils

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Presentation transcript:

Financial Training for Advisory Councils Presented by Julie Collins

www.mykairos.org/downloads

Receipt / Deposits Process

Receipt Log -two counters signed -properly completed -totals

Receipt Log -two counters signed -properly completed -totals

Deposit Slip Bank Receipt Deposited Checks -Advisory Council Name -totals match -copied [redacted]

KairosDonor Deposit List -names match receipt log -date match -totals match

Click & Pledge Online Donation

PayPal Online Donation

PayPal Online Donation

Disbursements / Expense Process

Check Request Form -all pertinent information is complete on top -expenses are broken down -completed and signed by submitter -reviewed and approved by KairosDonor Coor

Receipts -legible / readable -totals are legible -expenses are appropriate

Cash Disbursement Form -started by Financial Secretary -completed by Treasurer

Request for Cash Advance (part i) -complete info for recipient -purpose explained -date calculated for DUE DATE -recipient signed approval to stipulations -KairosDonor Coor approval / signature -State Financial Secretary approval / signature

Clearing the Advance (part ii) CHECK REQUEST FORM: -all pertinent information is complete on top -expenses are broken down -completed and signed by submitter -reviewed and approved by KairosDonor Coor

Clearing the Advance (part ii) Cash Advance Worksheet (PDF fillable or Excel) -all pertinent information is complete on top -expenses are broken down -completed and signed by submitter -reviewed and approved by KairosDonor Coor

Clearing the Advance (part ii) Receipts -legible / readable -totals are legible -expenses are appropriate

Kairos Prison Ministry International - 2016 Financial Training