Question: No receipt reimbursement?

I am president of my PTO that is an absolute disarray. Taxes have never been filed so I know there will be fallout from that. An officer purchased something for a minimal amount but lost the receipt. She is still demanding reimbursement but how can we without a receipt? What are the rules on this?


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Advice from PTO Today

Rose H writes:
Hi there,
So, there may be specific rules in your bylaws that say no reimbursement without a receipt. But, here's another way to look at this: This is an officer of your group and you are saying the purchase was minimal. Does the group actually have the item he/she purchased? In this case, if it is an officer and a contributor of the group and the reimbursement is a minimal amount, perhaps you could consider it. As far as taxes and other items in disarray, try to do just one thing at a time. You will get through it! Rose


Advice from PTO Today

Rose H writes:
Hi there,
So, there may be specific rules in your bylaws that say no reimbursement without a receipt. But, here's another way to look at this: This is an officer of your group and you are saying the purchase was minimal. Does the group actually have the item he/she purchased? In this case, if it is an officer and a contributor of the group and the reimbursement is a minimal amount, perhaps you could consider it. As far as taxes and other items in disarray, try to do just one thing at a time. You will get through it! Rose


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