All Souls Payment Request Form

Download Payment Request Form

Instructions for submitting payment requests:

  1. DOWNLOAD the form.
  2. Open the fillable PDF. If you use Adobe Acrobat Reader, the expense lines will self-calculate.
  3. Complete the form. Budget Category codes are referenced on page two.
  4. Sign the form electronically.
  5. Acquire any necessary approval signatures via email. Approval by a Ministry Leader or Vestry Liaison is required for all reimbursement requests.
  6. If you are aware that an expense on the Payment Request Form is beyond the category’s annual budget, please also obtain a warden’s signature via email as well.
  7. Save the form. Keep a copy for your reference.
  8. Attach these items to an email to allsoulswheaton@bill.com:
    • completed Payment Request Form
    • image(s) of receipt(s) (scan or photo)

If you are purchasing items on behalf of All Souls, please use the tax exempt letter, and please do not request reimbursement for sales tax. If you need a copy of the tax-exempt letter, please contact the Finance Team.

Please contact the Finance Team with questions about the process.