For assistance, problems or questions, please email us.
Page History
Note | ||
---|---|---|
| ||
For LT 2024, we are experimenting with using BILL instead of Event Advances/Cash Journal. Please bear with us during this process as we learn and use this new, exciting platform! |
In BILL, the finance admin is responsible for overseeing the purchases for Leadership Training and ensuring they are completed with a receipt in a timely manner.
As we are experimenting with BILL for LT, you should still be familiar with the Event Advances rules and protocols as it relates to spending and approving purchasesread through Allowed Event Expenses so you understand what purchases are allowed for the LT Program.
The following articles from BILL will assist you as you learn this new platform.
- Sending Funds
- Splitting Transactions
- The LT Finance Admin is responsible for splitting transactions that cover multiple accounting codes. For example, if a purchase at a grocery store is for snacks and plates, the transaction will need to be split into two - one for the snacks (Meals and Hospitality) and one for the plates (Supplies).
UI Expand | ||
---|---|---|
|
...
| |
|
UI Expand | ||
---|---|---|
| ||
What does the Denied status mean? We see two use cases for denying a transaction:
If a transaction is denied, how will my spender know? When a transaction is denied, BILL will send an email notification to the spender letting them know their transaction was denied and include the comment you left on the transaction. The email will look like this: |