Expense claims: a member asks for money back
A member paid for something for your organisation out of their own pocket. They ask for the money back from their phone, with a photo of the receipt.
- The member opens My memberships, your organisation, then Expenses.
- They press Claim money back and write what it was for, the amount and the day. If it was for an event or a project, they choose it from the list.
- They add a photo of the receipt (or a PDF) and press Send the claim.
The people who look after your money get a notice at once.
The member sees what became of the claim: waiting, approved, not approved (with your reason) or paid back. They are told in the app and by email.
A member can take a claim back while nobody has decided.
Members can claim once your organisation has chosen its currency (Organisation settings).
Try it with your own organisation
Free for up to 100 members, for as long as you like. No card, no sales call.