Overview

Submit receipts, track reimbursements, and manage chapter spending

What Are Expenses?

Expenses lets members submit receipts for reimbursement and gives officers a complete dashboard to review, approve, and track chapter spending. No more lost receipts, Venmo guessing games, or untracked cash.

Key Capabilities

• Receipt Submission: Members submit receipts with a description, amount, category, date, and optional photo.
• Approval Workflow: Receipts move through Pending → Approved → Paid (or Rejected). Officers can reject with feedback.
• Categories: Food & Dining, Utilities, Maintenance, Events, Supplies, Transportation, or Other.
• Admin Dashboard: Real-time metrics with date range filtering and bulk actions.
• PDF Reports: Annual or monthly reports with category breakdowns for audits.
• Notifications: Admins notified on submissions. Members notified on approval, rejection, or payment.

Permissions

• Members: Submit, view own, delete own pending receipts.
• Expense Admins: Full access — approve, reject, mark paid, delete, reports, admin dashboard.

Receipt Lifecycle

• Pending → Submitted, awaiting review. Members can delete.
• Approved → Ready for reimbursement.
• Paid → Reimbursement issued. Complete.
• Rejected → Declined with optional reason. Can revert to pending.