Can I record and pay our members' expenses (expense reimbursements) in Clubtreasurer?

Treasurers and finance users can easily record the payment of expense reimbursements or out-of-pocket expenses back to club members. To do this, simply create a Payment transaction to record the payment.  You may need to create a new payment Cost Code for "Expense Reimbursements" in order to classify these correctly in your accounts.  You will then be able to report total expenses paid during a reporting period.

 

Other considerations:

- If you scan or upload your expense reports into an external document repository (eg. Google Drive, OneDrive, etc..)  you can attach a file link to the Payment transaction record.

- If you are using the Events feature to record income and expenditure against your club's activities (eg. "Summer Party"), you can record your Payment transactions against a specific activity  - or split and allocate across multiple activities. This will allow you to report the profitability/margin (ie. sales less expenses) for each activity.

- If you are using the Membership facility, you can create even more control over expense payments by recording them against specific Member records. This will allow you to quickly and easily report all expense payments made to a member - or group of members - over a set reporting period.