Wen Lee

1. You’re a Treasure(r)!
Wen Lee
Alliance to Save Energy
wlee@ase.org

2. You are a part of something
larger than yourself.

3. The Expense Report Journey
California Alliance Office
You Jeff Wen
Ellie Maggie

4. Washington DC Alliance Office
Judi Oma
Jeff

5. Southern California Edison
$$$
Rebecca & Sarah Carlos
Back to the Alliance
to resolve any issues

6. Take away message:
Do your expense report
on time
and
done correctly.

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. Ask Wen for Visa Buxx Loads

9. Ask Ellie for Visa Buxx Loads

10. Ask Jeff for Visa Buxx Loads

11. What’s New
for 2011?

12. Old Timeline
Expense period: 1st-31st
Expense report due: 1st

13. New Timeline
Expense period: 16st-15st
Expense report due: 20th

14. New Stamp Policy
New priority mail price: $4.95
No more buying single stamps!

15. New Visa Buxx Website

16. New Excel Template

17. But the Newest Thing is…

18. RECEIPTS RECEIPTS
Reconciliations Reimbursements

19. And now, it’s time for…
THE MOST ANNOYING
TREASURER MISTAKES
Game Show!

22. 

24. 

25. Not
Itemized!

No

26. Thank You!
Questions?
Have some tape!
Wen Lee
Alliance to Save Energy
wlee@ase.org