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titleHand-Written Receipts

Hand-Written Receipts

On the rare occasion when a field staff is unable to obtain a formal itemized receipt, hand-written receipts are acceptable, as long as they contain the following information:

Info

If traveling internationally, Reliant recommends purchasing a receipt book to help keep track of purchases when printed receipts are unavailable.

  • Name of field staff
  • What was purchased
  • Total amount paid
  • Date
  • Type of payment (check #, cash, etc)
  • Name of the store (or individual) who received the money (; please also include contact info (phone/email) if payment was made to an individual)
  • A verification statement from a worker at the a store /or an individual who received the money was paid for their service should also be included on the written receipt, along with a signature to verify the statement. Example statement: “I, name, received this money from name to cover the cost of expense in which they participated, or purchased from me, etc. on this date. -Signature”. Or  Or the field staff can have the person email the verification statement needed from their personal email address (instead of receiving their signature in person) and attach a copy of that email along with the handwritten receipt when submitting the expense
    • Example statement: “I, name, received this money from name to cover the cost of expense in which they participated, or purchased from me, etc. on this date. -Signature”. 


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titleReceipts from Mobile/Banking App

Receipts from Mobile/Banking App

For receipts from mobile apps (such as Venmo, Square, Apple Pay, PayPal, Google Wallet, or a banking app, etc.), field staff should be sure to include a clear description in the memo or "what's it for?" section of the transaction, to document what expense the payment is related to. The reimbursement expense submission should also include any information required for a valid receipt that is not visible on the mobile app "receipt" (see the guidelines above for what details must be included on the itemized receipt for it to be acceptable.) Please see the section below for details on receipts needed for shared expenses.


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titleReceipts for Shared Expenses

Receipts for Shared Expenses

If a Reliant field staff pays an individual for a portion of an expense that requires a receipt (and the portion exceeds $75), he/she will need to submit two receipts.  This includes both a copy of the original receipt with the total expense amount listed from the individual who collected the money and paid for the total expense, as well as a hand-written or mobile/banking app receipt for the portion paid to the individual. These two receipts provide Reliant with sufficient documentation of the transactions. The expense submission should include all details required for the hand-written or mobile/banking app receipts, as detailed above. 

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Read the options below for more details on the expenses submitted for non-employees.

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