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16 HB Fiscal Polices 6t Procedures <br /> Staff <br /> Directors <br /> Dir. Finance (D.B.) Clerk Req. <br /> 4. Receive goods (if applicable) and <br /> forward to purchase requestor to X <br /> ensure order is accurate. <br /> 5. For purchases made via vendor <br /> invoice or submit the following <br /> to Finance: <br /> • Purchase Request Form (if <br /> applicable) <br /> • Signed Check Request Form <br /> • Invoice <br /> • Packing Slip (if applicable) <br /> For purchases made with a HB Receive, <br /> credit card or out-of-pocket Review, & <br /> funds, submit the following to Reconcile X <br /> Finance: Forms to <br /> • Purchase Request Form (if Invoices <br /> applicable) <br /> • Signed Employee Mileage Et <br /> Expense Reimbursement <br /> Report or Monthly Credit <br /> Card Expense Report, as <br /> applicable <br /> • Credit Card Statement (if <br /> applicable) <br /> • Receipt(s) <br /> 6. Enter vendor into accounting <br /> software, if applicable. <br /> Approve X <br /> 7. Record purchase in accounting <br /> software. <br /> APProve X <br /> Services <br /> 1. Ensure purchase is within the <br /> approved budget and obtain pre- <br /> approval for purchase on the Approve <br /> Purchase Request Form as needed Approve X <br /> according to the thresholds <br /> above. <br /> 2. Obtain a signed contract from Review it X <br /> the consultant or organization. Sign <br /> 3. Determine if individual qualifies <br /> as an independent contractor. X <br /> 4. Scan contract and set up vendor X <br /> in accounting software. <br /> 5. Record purchase in accounting <br /> software. <br /> Approve X <br /> Last updated September 2022 <br />