FAQ
Why include a ‘justification’ field in a check request form?
This field helps finance teams quickly verify if the request aligns with company policies or budget allocations. For example, a nonprofit might reject a $500 tech request if the justification doesn’t mention a broken grant-required software license. It also flags potential errors, like a $200 ‘office supplies’ request with no details—often a sign of missing receipts.
How can we ensure check requests are processed in the right order?
Add a priority tier dropdown (e.g., ‘Urgent: vendor payment due in 48 hours,’ ‘Standard: payroll reimbursement,’ ‘Review: non-urgent petty cash’) to the form. Pair this with an approval workflow in your accounting software, so high-priority requests auto-route to finance leads. For schools, mark forms with ‘Payroll Deadline’ labels to bypass routine checks if submitted before the cutoff.
Should we include tax IDs on vendor check requests?
Yes, especially for businesses or nonprofits processing 1099 payments. Adding fields for the vendor’s tax ID (EIN or SSN) and a checkbox for ‘W-9 on file’ helps avoid IRS penalties. For international vendors, include a separate field for their local tax identification number. This reduces delays when finance cross-checks documentation later.
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