Events and eForms Why? To give you: 1.self-service record of your events, the funds raised, and your charity choice(s). 2.A unique serial #s (for easy identification) 3.a place to track the forms that have been submitted for your workplace

If you have any questions about Event eForms, money, or deposits, contact: Or A nne Davis, Financial Officer ph TIP: Did you know? The end of this presentation, includes some tricks/best practices. Event Wrap Up Support:

Where: located in the SharePoint Site When: complete and submit after an event is held (within five days) Event eForms – where to find them?

1.open a new Form, input the details, save and submit 2.deposit the money (at Coast Capital Savings Credit Union, or Service BC) 3.write your Business Unit # & eForm #(s) on the receipt you get from CCSCU, or Service BC. 4.send a scan of the receipt with your Business Unit # & eForm #(s) (this is your proof of deposit) to PECSF HQ. Event eForms – What needs to happen?

How: open a new Form Start by clicking on the Fundraiser Form link to get this window: Then click on + Add document to start the new form … 0 Completing your Fundraiser eForm

Required information is indicated by: a * or This is how the eForm will look when you open it for the first time. Completing your Form

Before you hit the Submit button, ensure that you have recorded the name of the people who Verified & Witnessed the money collected from the event.

Completing your Form Once submitted: 1.the Serial or Name field at the top right of the eForm will change from F13 to F13XXX 2.The Status will change from New to Printed 3.The Submit button will change to Save button 4.You will received a pop up Microsoft Office InfoPath message: The form was submitted successfully. 5.Click OK and close the screen using the red X at the top right corner of the screen.

If you have an expense for holding the fundraiser and planned to cover the cost from the $ raised, then enter the amount in the “Less prize expense” field (this IS a “mis-nomer”), it should have read “Less event expense”. Ensure that you provide scanned copies of the receipts for the goods rented or purchased. Write the Business Unit # & eForm# on the receipts. Fundraiser eForm - some tips & tricks

1.Go to your local Coast Capital Savings Credit Union (for volunteers outside of Victoria and Vancouver: go to Service BC) 2. Write your Business Unit # and eForm #(s) on the receipt you get from CCSCU or Service BC. TIP: For Service BC instructions, visit our website: Depositing the Money Service BC Regional Deposit and Register: Guide

Final steps after you have made the deposit: 1.) a scanned copy the receipt (with your BU and eForm number on it) BC100 F13470 Yeh! You’re done!

Some tips and tricks and best practices!

Contact us if you have any entry errors in eForms by to Use a new eForm for every event. Use the Gaming eForms for raffles and 50/50 draws and the Fundraiser Forms for all other events. Note any cash prizes awarded in the “Notes and comments” field ie: “Cash prize awarded = $175.00”. Record “Rental or event Expenses” taken from the funds raised by the event in the “Notes and comments” field & provide receipts. Use the right accounts: Gaming account: Fundraiser account: Head’s Up and Reminders

Printing your forms – this is optional. Otherwise, when you go back to the original Gaming Form page, press F5 to refresh the window. You will find your newly created eForm in the listing. Click on its “Name” G13007 if you wish to review it. If you want to print the eForm, the printed version looks like this. When you are done, close the form using the button at top right of the window.

US $ conversion to CAD $ Donations should be in CAD $ only. But if you receive US $, the bank may break out the foreign currency on 1 receipt or provide a separate receipt. Add these 2 CAD $ amounts to get a total in CAD $ reported on the eForm. US $ to CAD $ CAD $ only BC100 F13007 BC100 F13007

Fundraiser eForms – tracking the status When you have Submitted your eForm (Filled it out), the Status will change from “New” to “Printed” When PECSF has verified the deposit matches the eForm, the Status will be changed from “Printed” to “Received” If there is a concern with the eForm, the Status will be changed from “Printed” to “Pending” If there is an error or duplicated eForm, the balance will be set to $0 & the Status will be set to “Voided” You can also see the total of all gaming events you have submitted in the Sum = at the top of the Amounts column e.g. in this screen Sum = 1,200

Useful Resources If you are looking for a charity in your region, check out the link found in the Libraries section of the SharePoint site: