AP and Class Staff Bulletin

If no expenses have been incurred since your last expense report, no year-end report is needed. Please do not include any September expenses or receipts on this fiscal year-end August report.

All members on the CP Checklist should be marked Eligible. AP should validate that each member in their area is marked Eligible or work with Class Staff to update the dates of the leaders and volunteers marked Ineligible.

AP validation for start of class year should be completed by 15 October 2023.

If you are the account holder, please use form AT-301a and include any non-account holder’s expenses in the “Non-Account Holder” section. In your submission, include form AT-301b to detail the non-account holder expenses.

If you are the non-account holder, please submit form AT-301b to your account holder to submit along with their expense report.

Confirm the ending balance of your advance account as of 31 August 2023. A bank statement included with your expense report submission confirming your ending balance as of 31 August is preferred, if applicable.

If you received AA Remittances (class funds) during the break, report the receipts even if you had no expenses to report.

Every Regular Volunteer on the CP Checklist must also be re-certified using CP 111. Forms can be sent and signed digitally through Foxit eSign.

In the CP Checklist, the Recert Date field is blank at the start of the new BSF study year and must be updated for all leaders and Regular Volunteers to be considered eligible. Class Staff should update the CP Checklist so that ALL members are marked Eligible. In MyBSF, select Hide from CP Checklist for all leaders and Regular Volunteers who will not be serving in the children’s program.

Note: Australia and New Zealand are excluded from the yearly recertification requirement.

Include any activity since the last submitted Finance Report—items such as: class bank account activity, bank fees and related receipts, or expenses during the break.

• Confirm the ending retained balance on 31 August 2023 is accurate. It should match your class bank account “ending balance” on 31 August 2023.
• Classes in countries other than the United States: If you do not have a class account, your August ending retained balance should reflect the “actual” amount of BSF funds you have in your physical possession on 31 August 2023.
• If there has been no financial activity during the break, submit a $0.00 financial report for fiscal year-end purposes.

The Obsolete Revised New List was provided for CAs who received annual forms shipments from HQ. The List provided a reference tool for CAs to manage their printed forms inventory.

CAs, DAOTs, and ALs, please consider keeping a minimal inventory of printed forms. Ensure you are using the most current version of the forms you use by checking the Resource Library. Keyword Search on forms by using the three numbers assigned to each form. For example, use the Keyword Search: 105 to find the Adult Registration (I 105) in the Resource Library. The Class Forms Table of Contents for John’s Gospel: The Truth provides a list of all forms available in the Resource Library and will be posted soon.

 Every Regular Volunteer on the CP Checklist must also be re-certified using CP 111. Forms can be sent and signed digitally through Foxit eSign.

In the CP Checklist, the Recert Date field is blank at the start of the new BSF study year and must be updated for all leaders and Regular Volunteers to be considered eligible. Class Staff should update the CP Checklist so that ALL members are marked Eligible. In MyBSF, select Hide from CP Checklist for all leaders and Regular Volunteers who will not be serving in the children’s program.

Note: Australia and New Zealand are excluded from the yearly recertification requirement.