Accounting Documents in Meridian
Agenda
Discuss financial documents kept in Meridian and sent to IDS for scanning. Determine which documents need to be scanned to IDS and which documents could be eliminated from FIN-2.7 in the filing system. Discuss Official Occasion Expense Forms and determine when they are the master record.
Attendees
Anissa, Beth, Nicole, Shannon
Minutes
OOEFs using the 30 or 19 account and created by our office are to be the master record. VE5s stay in Define and are not sent to accounts payable. They do not need to be in the IRS.
Ask Maryrose questions: how does the Y/N checkbox in Define affect submission of documents to IRS? VC1s: ask if these should be scanned to IRS - if so, do we need the convenience copy in Meridian? VT5s and VT7s: Define suffices as master record?
Financial documents found in IRS may be deleted once found in IRS.