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Create your Own Copy for Entry
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To Download to local for entry: File->Download->Microsoft Excel (.xlsx)
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To Save to Personal Google Drive: File->Make a Copy-> (Select folder on your personal google drive to save to)
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General Purchasing Guidelines
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Create a PO if possible, especially for vendors where we have an account established so payment can be made by UDMBPA check. If unsure, contact Treasurers to confirm Accounts.
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Separate personal expenses from band receipts by checking out twice at a store if needed. A clean receipt with only band expenses for reimbursement makes the process easier, especially with taxes and discounts.
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Copies or scans of original receipts are needed, preferably in PDF Format.
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Expense Entries
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There is an Example sheet with a sample submission.
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Each Entry has a comment for more details where needed.
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Create a separate line for each receipt.
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If you have returns, put the return receipt on a separate line with a negative amount and reference the original purchase.
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Submission
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Save file as "<Last Name>, <First Name> MM.DD.YY Reimbursement.xlsx" (Haberbusch, Tom 9.18.25 Reimbursement.xlsx)
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Send file via email to the Treasurer account at udmctreasurer@gmail.com
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Attach scans or copies of original receipts to email
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