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Budget Report Form
Completed annually by each Advisory Council
Copy sent to State Financial Secretary (SFS) to use in completing state budget
Must be received by State Financial Secretary by ______________
Request for Cash Advance
Completed by local Financial Secretary (LFS)
Original sent to State Financial Secretary (SFS)
Funds transferred to local debit card
See diagram of process
Cash Reimbursement Request
Completed by local Financial Secretary (LFS)
Original sent to State Financial Secretary (SFS)
MUST be accompanied by completed Expense Form with receipts
Reimbursement Check sent directly to person involved
See diagram of process
Expense Reimbursement Form (Short Form)
TO BE USED WITH 6 OR FEWER ITEMS
Completed by local Financial Secretary (LFS) and/or local Treasurer (LT)
Must be accompanied by Cash Reimbursement Request
Must have a receipt for every claimed expense
Original sent to State Financial Secretary (SFS) WITH RECEIPTS
Reimbursement Check sent directly to person involved
See diagram of process
Meal Ticket Sponsorship Tickets
Used by team members to raise funds
The left hand column is used to record information for Donor Software. Return this information to the local Financial Secretary (LFS).
The right hand column will be placed on the resident’s plate during the weekend. These “tickets” should be given to the Head Angel/Servant
NC Kairos Expense Tracking Form (Excel Spreadsheet)
To be completed by local Financial Secretary (LFS) and/or local Treasurer (LT)
Must have a receipt for every claimed expense
Purchases made with the Debit Card must be recorded separately from other purchases.
Original sent to State Financial Secretary (SFS) WITH RECEIPTS.
This report must be completed every month. The form, with receipts, must be in the State Financial Secretary’s (SFS) hands no later than the 10th of the following month. If the Debit card has not been used that month, notify the SFS that there will be no Expense Tracking Form sent.
Receipt Log
To be completed by local Financial Secretary (LFS) and/or local Treasurer (LT)
All donations (cash, check, in-kind) and donor information must be completed
Donations must be deposited weekly using provided deposit slips
Deposit receipt WITH ADVISORY COUNCIL NAME added must be sent to state Financial Secretary (SFS)
Information in completed Receipt Log must be entered into Donor software.
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