Financial Policies and Procedures Manual

/Financial Policies and Procedures Manual
Financial Policies and Procedures Manual 2018-05-04T09:29:56+00:00

Financial Policies and Procedures Manual

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Financial Policies and Procedures Manual

Financial Policies and Procedures Manual

(By Section)

List of Appendices to Financial Policies and Procedures Manual

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Accounting Glossary of Basic Accounting Terms
Month End – Fiscal Year Closing Procedures
Checklist for Monthly Closing of PDS Ledger
Proper Use of Transfer Accounts
Chart of Accounts-REVISED 08-2015
Chart of Accounts Categories and Departments Revised 06-2015
Internal Controls Over Cash
Accounting Sample Forms Deposit & Loan Withdrawal EFT Form 2017
Deposit & Loan Deposit EFT Form 2017
Remittance Form for Parish-School Other Archdiocese Payments
Special Collection Crusade for Children Transmittal Form
Parish Endowment Form
School Endowment Form
Cemetery Endowment Form
Stock Donation Form
Frequently Asked Questions About Serving Alcohol
Fraud Suspicion Report
Conflict of Interest Disclosure Statement for Councils and Boards
Sales Tax – Addendum
Check Request Form
Deposit Form
Collection Count Form
Contribution Acknowledgement Sample
Deposit and Loan Parish-School Transmittal Form
Guideline of Parish Sponsored Boy Scout Packs and Troops
Accounting Reports Six Month Reports due to Chancery for Parish and School 12/31/17
Fiscal Year-End Report Due Chancery for Parish and School 2018
Parish Assessment Worksheet May 2018
Regional Schools Assessment Worksheet May 2018
Audit Internal Control Questionnaire
Employee Review Worksheet Attachment A
Archdiocese Audit Process
Personnel Sample Forms/Reports Determination of Employee Status
Government Reporting Requirements for Employees and Non-Employees
Employee Personnel Files Checklist
Expense Report for Mileage and Meals Reimbursement (Starting 7-1-2017)
Pastor Change Checklist
Political Activity Letter Catholic Conference of Kentucky
Facility and Property Forms/Agreements Non-Employee Accident Form
Volunteer Drive Form

Facility Usage – Indemnity Agreement
Facility Usage Form
Construction Contract Addendum
Lease Addendum
AIA Contract Addendum-Changes
Unaffiliated Organization Agreement
Catholic Mutual Application for Special Events Coverage (Usage Form)
Guidelines for Parish Festivals
Festival-High Risk Events Best Practices Checklist
Residential Lease Draft Template
Commercial Lease Draft Template
Archdiocese of Louisville Safety Checklist
Catholic Mutual Application for Special Events Coverage (Usage Form)
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