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One person volunteers to serve as the group’s bookkeeper. Bookkeepers support the reporting operations for the group, ensuring that all records are accurate and up-to-date, and making life easier for everyone involved.
This section provides an overview of the key responsibilities of a bookkeeper, while further specifics, including how to complete the monthly reports, are provided in the Monthly Report section.
Note: The bookkeeper may not also be the primary driver. Someone other than the Primary Driver needs to manage the Primary Bookkeeper role and responsibilities. It is recommended that groups have multiple back up Bookkeepers to assist if coverage is needed.
Application process
Application process
To become a Bookkeeper, you must complete an application and be approved by Metro. All bookkeepers are approved on a 6-month probationary status.
All Bookkeepers should complete the online Bookkeeper Tutorial training module (may be waived).
Responsibilities
Responsibilities
Calculate and collect fares from participants by the 10th of each month.
Collect expense reimbursement forms and receipts monthly
Obtain monthly vehicle odometer reading from the driver, including loaner vehicles and maintenance trips
Complete and submit the monthly report by the 10th of each month
Monthly Report
Monthly Report
The monthly report is where the vehicle mileage, ridership and fare information are documented before being sent to your Accounting Rideshare Services Representative (RSR) each month. See Monthly Report for a detailed walkthrough on how to complete and submit the report.
All groups are assigned an Accounting RSR to assist with completing monthly reports and to answer accounting and policy questions. Your Accounting RSR will also review your monthly reports and contact you with follow-up questions. If you are unsure who your Accounting RSR is, call 206-625-4500 for assistance.
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