Submitting an expense: Difference between revisions

Submitting an expense (view source)

Revision as of 19:12, 17 July 2025

427 bytes added , 17 July

→‎Procedure

VisualWikitext

Andrewe

17

edits

@@ Line 11: / Line 11: @@
 The procedure for submitting expenses is as follows.
-* A member submits an expense to the Social.coop Open Collective page using this form; be sure to include:
+* A member or other approved recipient can [submit an expense using Open Collective](https://opencollective.com/socialcoop/expenses). Submission must include:
-** the expense amount in GBP (or the settled currency of the transation)
+** the expense amount in GBP (or the settled currency of the transaction)
-** a clear description of the nature of the expense and its relationship to the current annual budget of Social.coop
+** a clear description of the nature of the expense and its relationship to the current annual budget
-** an expense tag with the relevant working group (using the form)
+** an expense tag with the relevant working group (if known)
-** if a reimbursement, a receipt for the payment made.
+** a receipt of the payment made (for expense reimbursements), a detailed line-item (for stipends), or an invoice.
-The Finance Working Group will then review the expense, ensuring it fits in the approved budget. If there are any concerns, they will be shared with the member. If approved, the expense will be directed to Platform 6 for payment.
-While general budgeting decisions are expected to be passed in the full group, all members are invited to monitor the Finance Working Group, and to join if they wish to participate in maintaining accountability.
+The Finance Working Group (FWG) will then review the expense, ensuring it fits within the approved budget. If there are any concerns, FWG will share them with the member. Budgeted expenses require the approval of one (1) member of FWG. Unbudgeted expenses require approval from the Organizing Circle. Approved expenses are automatically directed to our fiscal host [Platform 6](https://opencollective.com/platform6-coop) for final approval and payment (usually on a monthly basis).
+While general budgeting decisions or annual budgets are approved by all members, individual members are invited to monitor [expenses on Open Collective](https://opencollective.com/socialcoop/expenses), monitor the Finance Working Group, or join to help maintain transparency and accountability.