Chapter Financial Processes
All processes and relative timelines for WIM Chapter financial reconciliation are outlined in the below document. Please contact our team at [email protected] with any questions.
Chapter Finance Training
Each year WiM National hosts a Chapter Finance Training to walk through Chapter financial process for Chapter treasurers and leaders. Below is our training and presentation from March 2026.Â
Request a Chase ONE Credit Card
2-3 Leaders from each chapter can request a Chase ONE credit card, to be used for chapter-related expenses only. Each Chase ONE cardholder must submit an expense report to their chapter’s Treasurer on a monthly basis (see below). Each cardholder will create a log-in for PaymentNet, JP Morgan’s platform where cardholders can view transactions and download statements for their Chase ONE credit card.Â
To request a card, click the link below and then click on the name of your chapter to complete the proper application.
Chapter Financial Forms
Monthly Expense Report Template
1. Each chapter cardholder must complete a monthly expense report (also attached). If you need a report of all your individual transactions, you can access one by logging into PaymentNet.
2. Once their report is completed, each cardholder should submit their individual report and electronic copies of all related receipts to their chapter’s Treasurer.
a. Please note: Treasurers are not able to view transactions on Chase ONE cards for other leaders from their chapter; cardholders can view their transactions only.
3. Once all cardholders have submitted their reports, the Treasurer should compile those into to one report/document.
4. The Treasurer should send the compiled report, along with all receipts for the chapter, to [email protected]Â and [email protected].
Sponsorship Request Form
If you have secured a sponsorship for your Chapter, please fill out our Sponsorship Request form. This form should be completed by the Chapter leader managing the sponsor relationship or the Chapter’s Treasurer. The form will be submitted directly to WIM National, so that we may provide an invoice/form of payment as soon as possible! Please allow at least five (5) business days for completion of new sponsorship requests.Â
Reimbursement Request Form
If you require a reimbursement for a Chapter expense that was paid for using personal funds, please fill out our Reimbursement Request form. This form will be submitted directly to WIM National, so that we may issue your reimbursement check in a timely manner. Once completed, WIM National will be in touch to confirm your reimbursement. Please allow at least five (5) business days for your reimbursement to be processed.
Check Request Form
If a physical check is needed to pay for a Chapter expense, complete this form to request a check. WIM National will processed a check from your Chapter’s funds and send it directly to your vendor. Please allow at least five (5) business days for your check request to be processed.