7.5.8.4 Let's GoTeach/The Annual GoTeach Process/Step 8: Reporting, Monitoring and Evaluation/Financial Reporting

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*Expenses to carry out GoTeach activities should be advanced by DHL.
===Invoice and reimbursement process===
*All receipts or invoices should be dated, stamped and/or signed and not contain scribbles.
*Refund request must be validated by GoTeach Managers after verification of invoices and receipts.
*Local DHL sends an invoice with all receipts or invoices to the GoTeach Manager and GoTeach Coordinator for verification.
*After verification and validation of invoices and receipts by the GoTeach Manager and GoTeach Coordinator, the GoTeach Manager sends the invoices and receipts to the local DHL that manages the budget for each region for reimbursement.
*Local DHL sends a confirmation email to the GoTeach Manager upon receipt of the transfer.
*Reimbursement can be made monthly, quarterly, semi-annually or annually depending on the organization and process in each region and following the template of each region.
*Reimbursement of program expenses must be made within 2 months after the reception of debit note/invoice.




'''''Debit note template<br />'''''
 
<br /><bs:drawio filename="Finances/Invoice and reimbursement process with templates-94931871" />
 
===Details===
 
*Expenses required to carry out GoTeach activities should be advanced by the '''local DHL entity of each country'''
*All receipts and invoices should be <u>dated</u>, <u>stamped</u> and/or <u>signed</u> and <u>not contain scribbles</u>
*'''Local DHL''' sends an invoice with all receipts and invoices to the '''GoTeach Coordinator''' for verification in accordance with the  debit note template below
*Refund request must be validated by '''GoTeach Managers''' after verification of invoices and receipts
*After verification and validation of invoices and receipts the GoTeach Managers send the invoices and receipts to the '''local DHL entity (''regional Finance team)''''' that manages the budget for each region for reimbursement
*The '''regional Finance team''' sends a confirmation e-mail to the '''GoTeach Manager''' upon receipt of the transfer
*Reimbursement can be made <u>monthly</u>, <u>quarterly</u>, <u>semi-annually</u> or <u>annually</u> depending on the organization and process in each region and in line with the template for each region
*Reimbursement of program expenses must be made within 2 months of receipt of the debit note/invoice
 
 
'''''[[:File:GT-Template debit note-18-05-20.docx|Debit note template<br />]]'''''
{{GoTeachWiki/Foot
{{GoTeachWiki/Foot
| chapterLead = Faneva Raharimanantsoa
| chapterLead = Faneva Raharimanantsoa
}}
}}
{{AttachmentsList}}
* [[Media:GT-Template debit note-18-05-20.docx|GT-Template_debit_note-18-05-20.docx]] -- [[User:Lrasamoeliniaina]], 7 July 2020, 15:58
{{AttachmentsList/End}}

Latest revision as of 11:46, 3 August 2022

7.5.8.4.1 Invoice and reimbursement process


Finances-Invoice and reimbursement process with templates-94931871

7.5.8.4.2 Details

  • Expenses required to carry out GoTeach activities should be advanced by the local DHL entity of each country
  • All receipts and invoices should be dated, stamped and/or signed and not contain scribbles
  • Local DHL sends an invoice with all receipts and invoices to the GoTeach Coordinator for verification in accordance with the debit note template below
  • Refund request must be validated by GoTeach Managers after verification of invoices and receipts
  • After verification and validation of invoices and receipts the GoTeach Managers send the invoices and receipts to the local DHL entity (regional Finance team) that manages the budget for each region for reimbursement
  • The regional Finance team sends a confirmation e-mail to the GoTeach Manager upon receipt of the transfer
  • Reimbursement can be made monthly, quarterly, semi-annually or annually depending on the organization and process in each region and in line with the template for each region
  • Reimbursement of program expenses must be made within 2 months of receipt of the debit note/invoice


Debit note template

Chapter lead Faneva Raharimanantsoa

7.5.8.4.3 Attachments

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