Finance Facts: Acceptable description and documentation for check requests
An Acceptable Description for a check request should cover who (is the check for), what (is the product or service), when (was the product/service purchased), where (was the product/service purchased), and why (was/is this product/service needed).
Supporting Documentation includes but is not limited to:
- Original receipt (itemized) or invoice from vendor with the following information:
- Vendor name and address
- Description of goods and/or services (including quantity and unit price)
- Total amount of purchase/service
- Date of purchase/service
- Substantiation of business purpose may include an agenda, meeting announcement, brochure, or other similar types of documentation.
Questions? Call Kathi Becker in financial affairs at ext. 2166.