You’re a Treasure(r)!

Wen Lee

Alliance to Save Energy

wlee@ase.org

You are a part of something larger than yourself.

The Expense Report Journey

You

California Alliance Office

Jeff Wen

Ellie Maggie

Washington DC Alliance Office

Judi Oma

Jeff

Southern California Edison

Rebecca & Sarah Carlos

Back to the Alliance

to resolve any issues

$$$

Take away message:

Do your expense report

on time

and

done correctly.

Load Requests

• Once a month

• 24 hour minimum notice

– Business hours only!

• Detail all expenses

– What it is

– How much

– What it’s for

Ask Wen for Visa Buxx Loads

Ask Ellie for Visa Buxx Loads

Ask Jeff for Visa Buxx Loads

What’s Newfor 2011?

Old TimelineExpense period: 1st-31st

Expense report due: 1st

New TimelineExpense period: 16st-15st

Expense report due: 20th

New Stamp Policy

New priority mail price: $4.95

No more buying single stamps!

New Visa Buxx Website

New Excel Template

But the Newest Thing is…

RECEIPTSRECEIPTS

Reconciliations Reimbursements

And now, it’s time for…

THE MOST ANNOYING TREASURER MISTAKES

Game Show!

No

NotItemized!

Thank You!Questions?

Have some tape!

Wen Lee

Alliance to Save Energy

wlee@ase.org