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Treasurer's Page
Money Talk
Many of you, during your volunteer efforts for the PTSO, pay for
expenses out of your pocket and correspondingly expect timely
reimbursement. If you volunteer to run an event, you may need funds
upfront to cover a vendor's expense, which also requires a timely
disbursement of funds. And of course, after you've run a successful
event and have funds that need depositing, it is in everyone's best
interest to accomplish this as quickly as possible.
To support these various responsibilities, three different forms were
created. For an efficient and timely response, please use these forms
and follow these directions. If you have any questions concerning
this, please do not hesitate to contact me, Tina Baker Drew (PTSO
Treasurer), at
tbdrew@yahoo.com
Expense Reimbursement
- Fill out the following form as completely and legibly as possible:
(link to PDF)
- Submit the form and supporting receipts one of several
ways:
- scan the form and receipts and e-mail to me @
tbdrew@yahoo.com
- Attach the receipts to the form and deposit it in the PTSO
lock-box behind the door in the UPA office (please send me an e-mail
to let me know it is there); or,
- Give me the form and receipts in person at the event or a PTSO
meeting.
- I will record the expense and mail you the reimbursement check
within 2 days.
Check Request
- Fill out the following form as completely and legibly as possible:
(link to PDF)
- Submit the form and supporting invoice one of several
ways:
- scan the form and invoice and e-mail to me @
tbdrew@yahoo.com
- Attach the invoice to the form and deposit it in the PTSO lock-box
behind the door in the UPA office (please send me an e-mail to let me
know it is there); or,
- Give me the form and invoice in person at a PTSO meeting.
- If you need the check to pay the vendor, I will coordinate with
you to make sure you get it in time, otherwise I will send it to the
vendor by the due date.
Cash Receipt
- Fill out the following form as completely and legibly as possible:
(link to PDF)
- Submit the form and checks/cash by giving it to one of the PTSO
Officers immediately after the event. Please e-mail to let me know
who you have given it to and the amount submitted so I can coordinate
with them to make the deposit.
Treasurer's Report
The November 2009 Treasurer's Report is available. [PDF]
The February 2010 Treasurer's Report is available. [PDF]
The March 2010 Treasurer's Report is available. [PDF]
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