Payment Request - Version 4

Payment Request Form

(Version 4)
Person Making This Request
If you have previously submitted the form Add Form Prefill Info and received a communication that it is ready to be used, you can use the unique code that you specified to prefill some fields in this form.
Unique Code
Full Name*

First NameLast Name
Phone Number*

Area CodePhone Number
Email*
- Street Address
- Street Address Line 2
- City
- State
  2 characters
- Zip Code
  5 numbers
- Amount of this request*
- Amount of this request copy
- The Amount Requested is over $200 and requires pre-approval from the appropriate ministry team leader. Please provide the following pre-approval information:
- Are you a team leader for this ministry team?*
  
  YesNo
- Approved by Team Leader*
  
  First NameLast Name
- Date of Pre-approval*
  
  MonthDayYear
  Date
- RCC Fund Details
  
  Ministry Team or Group with Budget Category or Restricted Fund
- Ministry Team or Group*
  
  Adult Christian Formation MTChurch BoardChildren Youth & Family (CYF) MTFacilities MTFinance CommitteeHospitality MTIT MTMissions MTOperationsPersonnel CommitteeConnections MTWorship & Music MTCongregational Care MT
- ACF Budget Category or Restricted Fund*
  
  EventsCurriculumRight Now MediaLibrary & Misc
- ACF Leaders
- ACF Leader Emails
- CB Budget Category or Restricted Fund*
  
  Staff & Lay ConferencesStaff ExpenseBoard DiscretionaryCapital Replacement RF90 Day Fund RFWorker Comp./UmbrellaMemorial Gifts RFNWC & ECC ContributionsGuest SpeakersRoof Replacement RFBenevolence RFStrategic Initiatives RFBakke Estate RFStaff SearchContinued Education
- CB Leader
- CB Leader Email
  example@example.com
- CC Budget Category or Restricted Fund*
  
  Congregational Care
- Congregational Care Leader
- Congregational Care Leader Email
  example@example.com
- CYF Budget Category or Restricted Fund*
  
  Children’s MinistryClementineCompassionYouth MinistryScholarship - LBBC RFScholarship - RCC OK RF
- CYF Leader
- CYF Leader Email
  example@example.com
- Facilities Budget Category or Restricted Fund*
  
  GroundsHousekeeping SuppliesInspections & InsuranceRepairs & MaintenanceUtilitiesSpecial Facility Use RF
- Facilities Leader
- Facilities Leader Email
  example@example.com
- Finance Budget Category or Restricted Fund*
  
  Accounting ServicesBanking Fees and SuppliesAnnual Review (every 3 years)Payroll ServicesMisc. In & Out RF
- Finance Leader
- Finance Leader Email
  example@example.com
- Hospitality Budget Category or Restricted Fund*
  
  HospitalityKitchen SuppliesWednesday Night Dinner RF
- Hospitality Leader
- Hospitality Leader Email
  example@example.com
- IT Budget Category or Restricted Fund*
  
  Software & WebComputers & Hardware
- IT Leader
- IT Leader Email
  example@example.com
- Missions Budget Category or Restricted Fund*
  
  Covenant MissionariesDiscretionary MissionOrganizationsOther MissionariesAnywaa RFMissions RF
- Missions Leader
- Missions Leader Email
  example@example.com
- Operations Budget Category or Restricted Fund*
  
  Office SuppliesAdvertising
- Operations Leader
- Operations Leader Email
  example@example.com
- Personnel Budget Category or Restricted Fund*
  
  Salary & HousingStaff Gifts RFEmployee BenefitsPayroll Taxes
- Personnel Leader
- Personnel Leader Email
  example@example.com
- Connections Budget Category or Restricted Fund*
  
  ConnectionsConnections Restricted
- Connections Leader
- Connections Leader Email
  example@example.com
- W&M Budget Category or Restricted Fund*
  
  Materials/MembershipMedia, Maint./Misc.CCLI LicenseOrgan and Piano TuningSpecial Event
- W&M Leader
- W&M Leader Email
  example@example.com
- Budget Category
- Team Leader
- Team Leader Email
- Additional Information
- Purpose*
  1 to 18 characters
- Additional Explanation if Needed
- Payment Details
- Payment Type*
  
  Reimbursement to SelfReimbursement to another PersonPayment to a another PersonPayment to a Business
- Person Info for Reimbursement or Payment
- Name of Person to be paid or reimbursed*
  
  First NameLast Name
- Person Street Address
- Person Street Address Line 2
- Person City
- Person State
  2 characters
- Person Zip Code
  5 numbers
- Person Address
- Business Info for Payment
- Name of Business*
- Invoice Number (if one exists)
- Business Address*
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Payment Due (if specified or urgent)
  
  MonthDayYear
  Date
- Transaction Date*
  
  MonthDayYear
  Date
- Transaction Type*
  
  One time paymentSubscription payment (e.g. monthly, yearly)
- Subscription payment frequency*
  
  WeeklyMonthlyYearlyOther
- How will you provide the receipt or billing statement?*
  
  Upload a file into this formTake a picture of itSend it in an emailNot applicableOther
- Upload one or more files*
  
  Browse Files to Upload
  
  Cancelof
- Receipt/Bill Photo 1*
- Receipt/Bill Photo 2
- Receipt/Bill Photo 3
- Receipt/Bill Photo 4
- Receipt/Bill Photo 5
- Receipt Photo 6
- Additional Information
- Treasurer or Assistant Treasurer:
  
  Date scanned to Counting House (CPA) _____________By ________________
  
  Date on CH Report _______Date cleared at Bremer________Check #______
- Version 3 Change Information
  
  Date - 10/23/23
  
  Form Changes
  - Update Team Leader names and email addresses
  Version 2 Change Information
  
  Date
  
  Form Changes
  - No longer require approval from Team Leader
    
    Remove "Request Approval From" fields
  - If the "Payment Type" is "Payment with an RCC Credit Card", send an email to the credit card holder with the information in this request.
    
    Add list of names for the requester to select from.
  - Add "Invoice Number" for all "Type of Request" choices
  - Require "Transaction Type" (single or recurring) for all "Type of Request" choices.
  - Vendor Name
    
    Add to other choices for "Transaction Type" as optional
    
    Rename to "Vendor or Store Name"
  - Added "Not Applicable" to the question "How will you provide the receipt or billing statement?"
  - Some re-ordering of sections
  - Miscellaneous element name changes requested by Rosella.
  Settings Changes
  
  Form Settings
  - "Clear Hidden Field Values"
    
    Change from "Clear on Submit" to "Clear on Being Hidden"
  Conditions
  - Multiple changes related to Form Changes above
  Emails
  - Additional emails for
    
    Treasurer
    
    Credit card holder
  - Modify email to Team Leader
    
    Approval no longer required
    
    For information only
  Other Changes
  - Update generated PDF file for Form Changes above
- Should be Empty:

Payment Request Form

Person Making This Request

RCC Fund Details

Additional Information

Payment Details

Person Info for Reimbursement or Payment

Business Info for Payment

Version 3 Change Information

Form Changes

Version 2 Change Information

Form Changes

Settings Changes

Form Settings

Conditions

Emails

Other Changes