Financial Policies and Procedures Manual

Financial Policies and Procedures Manual2026-03-19T15:37:41-04:00

Financial Policies and Procedures Manual

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List of Appendices to Financial Policies and Procedures Manual

If you need a form in word/excel format please email request to mdowns@archlou.org.

Accounting	Glossary of Basic Accounting Terms Checklist for Monthly Closing of ParishSOFT Accounting 2024 Chart of Accounts Overview and Account Detail (2025) Internal Controls Over Cash
Accounting Sample Forms	Deposit & Loan Withdrawal EFT Form 9-17-2025 Deposit & Loan Deposit EFT Form 9-17-2025 Second/Special Collections Remittance Form 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 Check Request Form Deposit Form Collection Count Form Contribution Acknowledgement Sample Guideline of Parish Sponsored Boy Scout Packs and Troops Parish Bank Account Change Form-Finance
Accounting Reports	Pastoral Center Six Month Reports Checklist Fiscal Year-End Report Due Pastoral Center for Parish and School Parish Assessment Worksheet pdf/EXCEL Regional Schools Assessment Worksheet pdf/Excel
Audit	Archdiocesan Internal Audit Questionnaire PDF Personnel Folders Listing of Documents Archdiocese Internal Audit Process 2026 Parish Audit Committee/Parish Self Audit Process (2026) Parish Self-Audit Testing document (2026)
Personnel Sample Forms/Reports	Determination of Employee Status Government Reporting Requirements for Employees and Non-Employees Employee Personnel File Checklist (2026) Parish Mileage Template-Excel Version (CY2026) Parish Mileage Template-PDF Version (CY2026) Expense Report for Mileage and Meals Reimbursement PDF/Excel (Starting 7-1-2026) Expense Report for Mileage and Meals Reimbursement Word/Excel (Starting 7-1-2025) Conference & Meeting Travel Expense Report PDF/Excel (Starting 7-1-2026) Conference & Meeting Travel Expense Report Word/Excel (Starting 7-1-2025) Pastor Change Checklist Political Activity Letter Catholic Conference of Kentucky
Facility and Property Forms/Agreements	Non-Employee Accident Investigation Form (2025) Volunteer Driver Form (2025) Facility Usage – Indemnity Agreement Special Events Form Construction Contract Addendum (2025) Lease Addendum A\|A Contract Addendum Changes (Needed Deletions) (2021) Unaffiliated Organizati on Agreement Catholic Mutual Application for Special Events Coverage (Usage Form) Parish Festival Guidelines (2023) Festival High Risk Events Best Practices Checklist (2022) Residential Lease Draft Template Commercial Lease Draft Template Archdiocese of Louisville Safety Checklist