Payment Request - Version 3

Payment Request Form

(Version 3)
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:
Ministry Team Leader

First NameLast Name
Date of Pre-approval

MonthDayYear
Date
Payment Details
Payment Type*

Payment to a Business or PersonReimbursement to a PersonPayment with an RCC Credit Card
Name of Business or Person*
Person Name*

First NameLast Name
/*

The email address for each card holder name is listed in Settings > Options > Calculation Values.

*/
RCC Card Holder Name*

Joshua DanielsonMatthew CraftKristin LimbergPastor Dan ThompsonAnother person
RCC Card Holder Name duplicate

Joshua DanielsonMatthew CraftKristin LimbergPastor Dan ThompsonAnother person
Invoice Number (if one exists)
Business or Person Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Person Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Payment Due (if specified or urgent)

MonthDayYear
Date
Name of card holder*
Email of card holder*
Transaction Date*

MonthDayYear
Date
Transaction Type*

One time paymentSubscription payment (e.g. monthly, yearly)
Subscription payment frequency*

WeeklyMonthlyYearlyOther
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

End MT Sections
Budget Category
Team Leader
Team Leader Email
Additional Information
Purpose*
1 to 18 characters
Additional Explanation if Needed
How will you provide the receipt or billing statement?*

Upload a file into this formSend it in an emailNot applicableOther
Upload one or more files*

Browse Files to Upload

Cancelof
Person Making this Request
Name*

First NameLast Name
Phone Number*

Area CodePhone Number
Email*
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

Payment Details

RCC Fund Details

Additional Information

Person Making this Request

Version 3 Change Information

Form Changes

Version 2 Change Information

Form Changes

Settings Changes

Form Settings

Conditions

Emails

Other Changes