Expenses

An expense is money the jamaat pays out. For example: a member bought food for Niyaz and wants the money back. Or a bill from a supplier.

Your jamaat may have more than 1 approver. Each approver sees the expense in turn.

Ask for money back

This is for coordinators and volunteers. Ask before you spend, when you can.

Where. Expenses > New.

1. Choose Reimbursement. Choose Check or expense for a bill.
2. Type the Estimated amount.
3. Write what it is for.
4. Press Request approval.

Next. The first approver sees your request.

Approve or reject an expense

This is for approvers. Your jamaat's rules decide who approves.

1. Open the expense.
2. Press Approve. It goes to the next approver. The last approval ends with "Approved. No more approvals are needed."
3. Or press Reject. Write the reason. The reason goes to the person who asked.

Add the receipt and the amount spent

1. Open the approved expense.
2. Press Attach receipt. Choose a JPEG, PNG, HEIC or PDF. 25 MB at most.
3. Fill Amount spent and Date of purchase. Choose Same amount or Different amount.
4. Press Record amount.

Reminders. An amount above the estimate needs approval again.

Pay an expense

This is for the treasurer.

1. Pay the money from your bank or by check.
2. Press Mark paid.
3. Press Find the entry in QuickBooks. Choose the matching entry.
4. Press Save the match. The expense now agrees with QuickBooks.

Set who approves

This is for the treasurer. A policy lists the approvers, in order.

Where. Expenses > Policies.

1. Add each approver as a step.
2. Press Save policy.

Reminders. Every policy needs at least 1 approver.