Expenses
- How do we request checks?
- Which account code should we use in Certify?
- What is acceptable back-up documentation?
- How long does it take to get a check?
- What if we need an expedited check issued?
- Can we pick up a check at the Community Partners' office?
- What is Certify?
- How do we request checks online?
- How do we add back-up documentation to online check requests?
- What is the approval process for an online check request?
- How do we track check requests in Certify?
- How do we approve online expense reports?
- How do we request a gift card?
- Are we exempt from paying sales tax?
- How should we track mileage when driving for a project?
- Can project staff or volunteers be reimbursed for travel expenses?
- What if we need a cash advance for a large purchase?
- Can we have petty cash?
- How do we pay a consultant or contractor for goods/services?
- Can we enter into a contract, agreement, lease, or other financial obligations on behalf of our project?
- What happens after a contract is executed?
- Does Community Partners provide electronic payments to vendors?
- When are W-9 forms required?
- Can we get a credit card?
- What are the policies and procedures for using an American Express credit card?
- How do we reconcile our American Express bill through Certify?
- What happens if we fail to follow the rules for using an American Express card?
- How do we rent co-working space?
- What are the steps for setting up a re-grant program?
- Why is the number assigned to our contractor important?