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Financial Reporting

Transaction Type
The Reimbursement Request Form should be utilized when any out of pocket expense occurs. You will need to attach a copy of the receipt. One form should be submitted for each person and/or each event that a reimbursement needs to be made for. Multiple receipts for the same event for the same person can be included in one form. Reimbursement payment should be received in approximately 14 days.
The Invoice Payment Request Form should be utilized when any vendor can invoice Ability and be paid directly. This is an alternative to a credit card transaction or an out of pocket expense. Keep in mind, not every vendor will be able to invoice. You will need to attach a copy of the invoice and a copy of the vendor’s W-9 form (October 2018 version). One form should be submitted for each invoice. This form must be received at least 14 days before the payment is due to the vendor.
The Revenue Reporting Form should be utilized when any deposit of funds occurs to any Ability account. There are options for reporting a deposit to the bank account or PayPal revenue. You will need to attach a copy of the deposit receipt, relevant PayPal transactions, or other proof of revenue. One form should be submitted for each deposit made to each account.
The Credit Card Payment Form should be utilized after a credit card transaction occurred. You will need to attach a copy of the receipt(s). Only include receipts from one event within one form, but multiple receipts for the same event for the same person can be included in one form.
Name
Name
First
Last
Is this an approved DE&I expense?
Maximum upload size: 10MB
Maximum upload size: 10MB
Revenue Type
Reimbursement Address
Reimbursement Address
City
State/Province
Zip/Postal