Finance Links & Helpful Docs
You can find all Finance forms below as well as links to related articles, policies, or guidelines that may be helpful.
General Links
| Link | Description |
|---|---|
| The Church's Expense Reimbursement Program | This is the church's accountable reimbursement policy that allows us to directly reimburse employees, tax free, for purchases made on behalf of the church. This document aims to explain what types of expenses the IRS considers eligible for reimbursement, and how to properly document an expense. |
| Expense F.A.Q. | This is a live document with the church current spending practice. Refer to this document often, especially before making a new purchase to ensure it is eligible for reimbursements. |
Vendor Payments
| Form | Description |
|---|---|
| New Vendor Request | Use this form to request the setup of a new vendor. Please note: documents required. |
| Update Existing Vendor Information | Use this form to request an update to an existing vendor's name, address, bank account, etc. Please note: documents required. |
| Expense Coding Update | Do you need to update the coding on a reimbursement or expense? This could be changing the fund, department, location, account, and/or project! Use this form. |
| New Project Code Request | Use this form to request the creation of a new project code. |
Staff Expenses & Reimbursements
| Form | Description |
|---|---|
| Nexonia User Request (Employee) | Use this form to request the setup of a new TAS employee. Please note: documents required. |
| Nexonia User Request (Shared Staff & Residents) | Use this form to request the setup of a new TAS Shared Staff and/or Resident. Please note: documents required. |
| Update Existing Nexonia User Information | Use this form to update your expense reimbursement name or bank account. Please note: documents required. |
| Nexonia Access Request | Use this form to request access to a fund(s), location(s), or department(s) in Nexonia. |
| Apply for Ministry Credit Card | Use this form to apply for a new TAS Ministry Credit Card. |
| Expense Coding Update | Do you need to update the coding on a reimbursement or expense? This could be changing the fund, department, location, account, and/or project! Use this form. |
| New Project Code Request | Use this form to request the creation of a new project code. |
Registrations & Refunds
| Form | Description |
|---|---|
| Refund Request | Use this form to request a refund for a participant of a ministry event. Please note: charitable contributions cannot be refunded. |
| New CCB Chart of Accounts | Use this form to request a new Chart of Account in CCB to link to your CCB form(s) requiring payment. |
| Revenue Coding Update | Do you need to update the coding on a registration? This could be changing the fund, department, location, account, and/or project! Use this form. |
| Cash for Resource or Merch Sales | Use this form to request change for cash sales of resources or merchandise. |
Customers & Invoicing
| Form | Description |
|---|---|
| New Customer Request | Use this form to request the setup of a new customer. |
| Customer Invoice Request | Use this form to request the invoicing of an external customer. Examples: asset sales, event rentals, seminary registrations, etc. |
Budget & Martus
| Form | Description |
|---|---|
| Martus User Request | Use this form to request the setup of a new Martus user. |
| Budget Change Requests (Cross-Org) | Use this form to move budget dollars to another team for things like joint events, scholarships, etc. |
| Martus Access Request | Use this form to request access to a fund, location, department, or project code in Martus. |
Assets
| Form | Description |
|---|---|
| Asset Disposal | Are you disposing of physical assets that may have originally cost greater than $1,000? Use this link to let us know. Please note: if you are selling these items use the Customer Invoice Request above. |
Insurance & Risk
| Form | Description |
|---|---|
| Certificate of Insurance (COI) Request | Use this form to request a COI to support insurance coverage. |