Bookkeeping clients · Monthly form

Expense Sheet: send us your church’s bills

Send each bill or invoice with the Expense Sheet. Your bookkeeper uses it to record the expense and allocate it to the right expense account, fund or class.

Open the Expense SheetEmail Bookkeeping Support

Before you start: have these ready

  • Church name and your email
  • Vendor and expense type
  • Expense total and memo
  • The invoice to upload
  • How the expense splits across accounts
  • Who approved the expense
How it works

Three steps

  • 1Get it approvedThe bill or invoice is approved by the right person at your church.
  • 2Send the Expense SheetEnter the vendor, total and account split, and upload the invoice.
  • 3We record itYour assigned bookkeeper records the expense and allocates it to the right account, fund or class.
Expense Sheet

Submit your Expense Sheet

Got a bill to pay? Send the Expense Sheet.

Send one for each invoice, with the invoice attached, so your bookkeeper can record it promptly. The form opens in a new tab and is password protected. Your account split must add up to the expense total; the form warns you if it doesn’t.

Open the Expense Sheet

Trouble with the form? Email bookkeeping@clergyfinancial.com.

FAQ

Common questions

The form asks for a password.
The Expense Sheet is password protected for bookkeeping clients. If you don’t have the password, email bookkeeping@clergyfinancial.com.
Who should fill out the Expense Sheet?
Your church administration, once the expense has been approved.
The form says my allocation doesn’t match. What do I do?
The amounts you split across accounts must add up to the expense total. Check each line, then submit again.
What happens after I submit it?
Your assigned bookkeeper records the expense and allocates it to the right account, fund or class.
The form won’t load. What can I do?
Try another browser, or email bookkeeping@clergyfinancial.com.

Questions about your books?

Our Bookkeeping Team is glad to help.

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Monday–Friday, 8:30 AM–5:00 PM CT
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