Introducing Smart Voucher

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Introducing the Smart Voucher: Revolutionizing Labor Union Financial Management Labor unions across the country are about to experience a significant transformation in how they manage their finances with the introduction of the Smart Voucher.

Developed by the same CPA who brought the Tape Process to AFGE, which has successfully managed over $1 billion in member dues and more than 300,000 union members, the Smart Voucher is set to become an indispensable tool for labor union treasurers, presidents, officers, and accountants.

The Inspiration Behind Smart Voucher The Smart Voucher was born out of a common frustration: the tedious and time-consuming process of filling out vouchers. After nearly 20 years of dealing with this issue, the creator realized that many labor union officers shared the same pain. Thus, the Smart Voucher was created to streamline and simplify this process, bringing a host of incredible features and benefits.

Key Features of the Smart Voucher

• Fully Automated System: The Smart Voucher automates the entire process, from assigning voucher numbers to calculating reimbursements.
• Comprehensive Voucher Items: Supports up to 25 pages of voucher items, allowing for 322 items on a single voucher.
• Automatic Calculations: Automatically assigns page and line numbers, and calculates totals and subtotals.
• Integrated Attachments: All supporting documents and receipts are saved within the PDF voucher, tagged with the voucher and line numbers.
• Mileage Reimbursement: Simply enter the number of miles driven, and the system calculates the reimbursement based on current IRS rates.
• Detailed Header Information: Includes user name, title, event dates, voucher title, per diem rate, and IRS mileage rate.
• Expense Reporting: Columns for per diem, mileage, airfare, train, bus, hotels, and other expenses, with automatic calculations for credit card or electronic payments.
• Completion Indicators: Checkboxes to indicate when a line is complete, reducing the need for continuous review.

Benefits for Treasurers

• Efficient Documentation: All supporting documentation and receipts are stored within the voucher PDF for quick lookup.
• Streamlined Approval Process: Once the preparer signs off, the voucher is automatically emailed to the approver and then to the treasurer upon approval.
• Detailed Reports: Access to voucher audit reports and transaction reports, which can be integrated with financial systems like QuickBooks.
• Future Enhancements: Plans for an app to automatically post transactions with the correct categories.
• Adjustments and Advances: The system allows for adjustments to the total voucher amount before payment.
• Event Tracking: The header section includes an area for the union event number, facilitating detailed reporting on travel costs by event.

Cost-Effective Solution

The Smart Voucher is priced at $495 per year, offering unlimited use for all members of an organization. Whether a local union with five officers or a national organization with 300 users, the cost remains the same. This annual fee is a bargain considering the time savings and reduced frustration for financial officers, who no longer need to verify every voucher total manually.

Conclusion

The Smart Voucher is set to revolutionize financial management for labor unions, making the process more efficient, accurate, and less burdensome. With its comprehensive features and significant benefits, it is a must-have tool for every labor union in the country.