Expenses settings, explained

Settings → Expenses. Three figures, and each one is a decision your committee has probably already made without writing it down anywhere.

๐Ÿš— Mileage rate

Pence per mile, applied to every mileage claim so nobody has to work out the sum. Many clubs use 25p; HMRC’s approved rate for volunteer drivers is higher, and a club may pay anything it likes as long as the committee has agreed it. A member claims the miles, Pavilion works out the money.

๐Ÿ“… Claim deadline

How many months after the end of the month a claim was incurred it may still be submitted. Three is common. Its real purpose is the year end: a claim arriving in August for something bought in February lands in a set of accounts that has already been signed off, and a deadline is how a treasurer avoids having that conversation.

๐Ÿ“ง Approver email

Where the notification goes when a claim is raised. Usually the Treasurer. Note that who may approve is not set here โ€” that follows the committee role, so it stays right when officers change. This is only where the email lands.

๐Ÿ“‹ Categories

Shown here but managed under Accounts, deliberately: an expense category and an accounts category are the same thing, and two lists would drift apart within a season.

Common questions

Can different members have different mileage rates?
No โ€” one rate for the club. A club paying two rates is making a decision per person, which is exactly the sort of thing that should go through the committee rather than a settings screen.
What happens to a claim submitted after the deadline?
The member is told when they submit it. It is a rule, not a lock โ€” the Treasurer can still accept a late claim where there is a good reason.
We changed the rate. Does it change old claims?
No. A claim keeps the amount it was worked out at, so last year’s accounts do not move when this year’s rate is agreed.