WELCOME TO THE 2016-17 SCHOOL YEAR!!!!!
As this new school year begins, I want to share with you some reminders and information regarding the financial process (PO’s, Vendors, Reimbursements, etc.). For those of you who are “new” to our staff, it will be informational guidelines…to everyone else, a fresh reminder. (I will save this on the school’s drive for future reference: “Computer”….” “WSDATA G:”…. “WS Folder” …. “WS 16-17 School Year”….”FINANCIAL Info”). **PURCHASE ORDERS: The PO template can be found on the “G” drive (see reference above on how to get there). I have filled out the PO online as an example. Complete the shaded and yellow (price) only. When finished, print the PO and give it to me. When you close the PO, DO NOT SAVE THE PO so it will return to the original document. **DIRECT ORDERS: Some purchases can be made directly without completing a PO. Amazon and Staples is an example of this. When you find the item to order, copy the link in the address bar of the item and paste it in an email to me. BE SURE to give the QUANTITY of each item. Repeat the same procedure for each item you want to order. Also, let me know from what account to take the order. Most will be “classroom budget” unless you are told otherwise. **VENDORS: We have a large database of vendors to choose for purchases. Below is a list with certain criteria for some: --IPA (One of our favorite loyal businesses for years with great people to work with.) Fill out PO and give to me for assigning a number. Take the signed & numbered PO with you for in-store purchases OR give to me to fax for delivery. (There may be a slight delay with faxed PO deliveries. Don will make deliveries when there are enough orders in our area to deliver, etc.) --WALMART: Check the Walmart card out from me to make purchases. You do NOT need a PO or PO number for Walmart. Make sure you show the cashier the tax exempt card (will be with WM Card) BEFORE they start ringing up first item. Return the card WITH THE REGISTER RECEIPT to me after marking at the top your last name. (We only have two cards, so please try not to keep the card for more than one overnight checkout.) --STAPLES: Copy and paste the link of the item you want to purchase and send it to me via email. Make sure to give the quantity of each item. Purchases can also be made in store with card AND a PO. (See me if you want to purchase in-store) The popular and easy way is online and orders are usually delivered the next day or shortly after. --AMAZON: Same online process as Staples with the option of also creating a “Wish List” and emailing me the list of items you wish to order. Other vendors that can be used for purchases with a PO or Direct order process: --LAKESHORE --REALLY GOOD STUFF --ORIENTAL TRADING --SCHOOL SPECIALTY --SCHOLASTICS --HOBBY LOBBY --DOLLAR GENERAL --PARTY WORKS --SAMS If you find another vendor you would like to use, just get with me and I’ll see if they are in our district vendor’s listing that will show if we have an account with the vendor. REMINDERS: --You do not have to spend your classroom budget money ($175) before school starts. The deadline is April 1, 2017. --McTeacher money carries over from year to year. Put “McT money” at the top of receipts showing to take order amount out of that account. --GRANTS FOR TRANSPORTATION EXPENSES: If you are working with grants to reimburse travel expenses or any type of expense, please let me know and I will handle the process (with your help, of course). --The school district does not reimburse employees for expenses except for travel and expenses involved with meetings, etc. For example, if you buy supplies for your classroom, you will not be able to turn in the receipt(s) to be reimbursed. Comments are closed.
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