Society of Women Engineers

Finance Protocol

All transactions (revenue + expenditure) should be recorded on the SWE Finance Form.

i. For Reimbursements:

  1. Make sure you keep the original copy of the receipt.
  2. Come to the SWE office and fill out the Finance Form from the "blank form" folder hanging plastic basket form the cabinet.
  3. Completely fill out the form (expense section) to obtain reimbursements by filling out your activity name and position. Be sure to attach a list of participants in the activity.
  4. Staple the receipt to the form and make sure you circle the items used for SWE and the total transaction amount.
  5. Place the form in the folder labeled “complete form” located in the same plastic basket.
  6. In about 2-4 weeks come to the SWE office to see if your check is ready for pickup.

ii. For Revenue:

  1. Make sure you keep your invoice or some documentation describing that SWE is charging the other party.
  2. Come to the SWE office and fill out the Finance Form from the “blank form” folder hanging from then plastic basket.
  3. Completely fill out the form (revenue section) to process the deposit into our account.
  4. Attach (not staple) the check to the finance form and put it in the folder labeled "complete form" located in the same plastic basket.
  5. If there is no check attached, make a note on the finance form as to how SWE is expecting the money (such as direct deposit into our account etc).
  6. If possible, follow up with me that I received the documented revenue and that I deposited it into the account.
Society of Women Engineers
Society of Women Engineers