Church check request form
Eklo’s Check Request template is a church check request form for invoices, honorariums and reimbursements. It asks who to pay, how much, what it’s for and how the check should be delivered, and requires the invoice or receipt. Every request gets two approvals: one to confirm the expense, then finance to release the check.
- 10 questions
- 2 approval steps
- Meant for staff
- References like CHK-0001
The approval path
Steps run in order, and a decline ends the request, so later steps don’t run. When you install the template, you choose who decides each one. Nobody can approve their own request: when nobody else can decide a step, your workspace owners and admins decide it.
Approval
First approver. Confirms the expense is expected and budgeted.
By default, anyone with the Admin role decides.
Every request.
Finance release
Finance approver. Releases the check.
By default, anyone with the Owner role decides.
Every request that gets this far.
Who it suits
- Churches that still cut paper checks for vendors, guest speakers and reimbursements.
- The bookkeeper who needs documentation and a budget line before writing a check.
- Staff who want to know their check is on its way without walking to the finance office.
What the form asks
10 questions, 7 of them required. Add, remove or reword any of them in the form builder.
Pay to
Short text · RequiredAmount
Money · RequiredWhat is this payment for?
Long text · RequiredMinistry or team
Short text · RequiredBudget line
Short textNeeded by
DateHow should the check be delivered?
Choose one · RequiredOptions: Mail to payee, Hold for pickup, Return to me.
Mailing address
Long text · RequiredAsked only when “How should the check be delivered?” is Mail to payee.
Invoice or receipt
File upload, up to 5 · RequiredFinance cannot release a check without documentation.
Is this a new vendor who needs a W-9?
Yes or no
Questions
Does Eklo print or send checks?
No. Eklo collects the request, the invoice and the approvals. Finance writes the check the way it does now, and the request records who released it and when.
Why does every check need two approvals?
Two people seeing every payment is a basic financial control. The first approver confirms the expense was expected; finance confirms there’s documentation and releases the check. You can change either step.
Can someone submit a check request without an invoice?
No. The invoice or receipt is a required question, with up to five files. The form also asks whether this is a new vendor who needs a W-9.
Does Eklo connect to our accounting software?
No. The form’s editors can click Export CSV on its page to download every check request as a spreadsheet for your bookkeeper.