You’re a Treasure(r)!

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Wen Lee

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You’re a Treasure(r)!

  1. 1. You’re a Treasure(r)! Wen Lee Alliance to Save Energy wlee@ase.org
  2. 2. You are a part of something larger than yourself.
  3. 3. The Expense Report Journey California Alliance OfficeYou Jeff Wen Ellie Maggie
  4. 4. Washington DC Alliance OfficeJudi Oma Jeff
  5. 5. Southern California Edison $$$ Rebecca & Sarah CarlosBack to the Allianceto resolve any issues
  6. 6. Take away message:Do your expense report on time and done correctly.
  7. 7. Load Requests• Once a month• 24 hour minimum notice – Business hours only!• Detail all expenses – What it is – How much – What it’s for
  8. 8. Ask Wen for Visa Buxx Loads
  9. 9. Ask Ellie for Visa Buxx Loads
  10. 10. Ask Jeff for Visa Buxx Loads
  11. 11. What’s New for 2011?
  12. 12. Old TimelineExpense period: 1st-31stExpense report due: 1st
  13. 13. New TimelineExpense period: 16st-15stExpense report due: 20th
  14. 14. New Stamp PolicyNew priority mail price: $4.95No more buying single stamps!
  15. 15. New Visa Buxx Website
  16. 16. New Excel Template
  17. 17. But the Newest Thing is…
  18. 18. RECEIPTS RECEIPTSReconciliations Reimbursements
  19. 19. And now, it’s time for…THE MOST ANNOYINGTREASURER MISTAKES Game Show!
  20. 20.
  21. 21.
  22. 22. NotItemized!  No
  23. 23. Thank You! Questions?Have some tape! Wen LeeAlliance to Save Energy wlee@ase.org

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