DonatePR.com
  • Welcome
  • About
    • Introduction
    • Documentation
    • Terminology
    • Company
    • Pricing
    • Team
    • The DonatePR Way
      • Mission and Values
      • Community Guidelines
    • Hiring
    • Investors
    • Contributing
    • Refund Policy
    • Contact Us
  • Product
    • Features
    • Comparison
    • User Profile
    • Dashboard
      • Preview Features
    • Currencies
    • Log-in System
    • Privacy Policy
    • Moderation
    • Security
    • Ledger
      • Individual Transactions
      • Transaction Pairs, Groups & Perspectives
      • Viewing Transactions
      • Exporting Transactions
      • Fiscal Host Ledger Perspective
      • Contributions in the Ledger
      • Added Funds in the Ledger
      • Expenses in the Ledger
      • Ledger Changelog
    • Notifications
    • Two-factor Authentication
    • Activity Log
  • Communities
    • Communities FAQ
    • Creating a Community
    • Quick Start Guide
    • Community Settings
      • Customize Community
      • Team
      • Community Goals & Tiers
      • Expense Policy
      • Data Export
      • Security
      • Integrations
      • Zero Community Balance
      • Closing a Community
    • Add Fiscal Host
    • Change Fiscal Host
    • Transparent Budget
    • Expenses
    • Updates & Comms
    • Custom Email
    • Moderation
    • Conversations
    • Events
    • Projects
    • Funding Options
    • Connected Communities
    • Contribution flow
  • Financial Contributors
    • Financial Contributors FAQ
    • Guest contributions
    • Payments
    • Platform Tips
    • Receipts
    • Donation Letter
    • Community to Community
    • Organizations
      • Organization FAQ
      • Funds
      • Bulk Transfers
  • Expenses & Getting Paid
    • Expenses FAQ
    • Submitting Expenses
      • Inviting a third-party to submit an Expense
    • Expense Comments
    • Edit or Download an Expense
    • Receiving payment through Payoneer or Wise
    • Tax Information
  • Fiscal Hosts
    • Fiscal Hosts FAQ
    • Becoming a Fiscal Host
    • Creating a Fiscal Host
    • Organisation Settings
      • Info
      • Customize Profile Page
      • Connect external accounts
      • Accounting Categories
      • Security
      • Manage updates
      • Policies
    • Fiscal Host Dashboard
      • Expenses
      • Financial contributions
      • Pending applications
      • Hosted Communities
      • Vendors
      • Transaction Report
        • Reports
    • Receiving Money
      • Bank Transfers
      • Credit Card
      • Add Funds Manually
      • Expected Funds
    • Payouts
      • Payouts with PayPal
      • Two-factor authentication for payouts
      • Refunds
    • Host Fees
    • Local Tax Support
    • Agreement Templates
  • Independent Communities
    • About Independent Communities
    • Create an Independent Community
      • Migrate from Self-Hosted to Independent Community
      • Migrate from a Fiscal Host to Independent Community
    • Independent Community Setup
    • Independent Community Management
      • Money coming in: Contributions
      • Money going out: Expenses
    • Close an Independent Community
Powered by GitBook
On this page
  • Limit Who Can Submit and Approve Expenses
  • Fiscal Host Expense Policy
  1. Communities
  2. Community Settings

Expense Policy

PreviousCommunity Goals & TiersNextData Export

Last updated 6 months ago

You can specify an expense policy, which appears on the right of the submit expense form, to give guidance to expense submitters. Making it clear what expenses will be approved and what submitters need to do will save time for you and them.

To update your expense policy, go to your Community's page, click on the Dashboard button and go to the Policies page.

Limit Who Can Submit and Approve Expenses

At the bottom of the Policies Settings screen, you'll see a set of options that allow you to limit who can submit and approve expenses to your community:

  • Ticking "Admins cannot approve their own expenses" will block admins from approving expenses submitted by themselves, effectively requiring another admin to approve their expenses.

  • Ticking "Only allow expenses to be created by Team Members and Financial Contributors (they may invite expenses from other payees)." will limit who can see the "Submit Expense" button.

Fiscal Host Expense Policy

Often times, Community expense policies are focused on what categories of things are allowed as expenses, while the Fiscal Host policy pertains to required documentation, like details on invoices.

Your Fiscal Host can also set an . It will appear on the submit expense page, underneath the Community policy.

expense policy