MD"A" Expense reporting Excel spreadsheets

[mdalions]

Excel spreadsheet forms to be used to report expenses to MD"A". Updated September 2010, by PDG Don McKessock.

Highlights of changes:
1. 12 months of reports included. Allows all personal data to be entered only once for the year.
2. Several cells re-formatted to allow all data to display and print legibly and neatly
3. Hardcopy sheet included to allow for legible hard copy for faxes
4. No changes to rules of audit sheet
Due date for submission modified to "must be received by MD'A' Treasurer by July 31."

The "Hardcopy" version is also included as a separate PDF file to be printed.

Instructions and Rules of Audit are available in the spreadsheet . You will also find instructions as a "Reply" to this message. (These instructions are NOT found in the PDF file, which is just the form to be filled out.) Rules of audit may be found in the "Constitution and By-Laws" section of the web site, <http://mdalions.org/constitution.html>, By-Law VIII.

Forms will calculate the expense totals, and do the arithmetic for you. If all you wish to do is print the form to fill out manually, please use the PDF file, which does not require that you have Microsoft Excel.

Note that the field for entering mileage eligible for northern (A-5) allowance has the amount automatically calculated and added, but you must enter the total eligible mileage (which may be different from total mileage).

[mdalions]

Expense claims during Lions' year must be received by MD"A" Treasurer by July 31.

DISTRICT INSTRUCTIONS
- District Officers (DG, Vice-Governors, Region Chairs, Zone Chairs) to send two (2) copies of this form to District Governor with required receipts.
- District Governor to audit and verify that claim meets Rules of Audit.
- District Governor to forward one (1) approved copy to District "A" Treasurer with required supporting vouchers .
- Expense Claims that do not require receipts such as kilometer or meal claims may be submitted by email by the District Governor. District officers may send by email to their District Governor for approval.

MDA COMMITTEE INSTRUCTIONS
- Committee members are to send two (2) copies of this form to their Committee Chairs with the required receipts.
- Committee Chairs are to audit and verify that claim meets Rules of Audit.
- Committee Chair is to forward one (1) approved copy to District "A" Treasurer with required supporting vouchers.
- Expense Claims that do not require receipts such as kilometer or meal claims may be submitted by email by the Committee Chair. Committee members may send by email to their Committee Chair for approval.