For various reasons, some examiners prefer to deduct money owed to the association from their expenses claims. For example, some examiners offset their membership renewal or sales invoices against their expenses claims.
Other examiners, due to non-payment of invoices, are placed ‘on stop’. Similarly, these unpaid invoices can be offset against expenses claims.
Examiners are encouraged to pay their invoices separately, but it is possible to offset invoices against expenses claims, as long as the total of the expenses claims is greater than the amount deducted for the invoices.
Deductions, together with the relevant claims, should be submitted for payment as a separate batch.
To create a deduction:
- Examiner Claim Form Create
- Form Type: Deduction
- Form/Exam Date: Invoice date
- Examiner: Examiner’s name
- Teacher: leave blank
- Exam Location: leave blank
- Description: IDTA Sales or IDTA Subscriptions, etc.
Enter details of the invoice in the notes section.
Add the deduction to the Lines tab using Deduction as the category in the LT column and enter the deduction amount in the Amount column.
