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đ§ StĂ€lla in utlĂ€gg (första gĂ„ngen)
Everything you need to turn on member expense claims and approvals.
1 Open the setup wizard Go to Accounts → Expenses and click đȘ Set up expenses. The wizard walks through every setting below and applies them in one go â you can also do each part by hand if you prefer.
2 Choose your Treasurer Pick the member who acts as Treasurer. They are given the Treasurer committee role and become the approver for expense claims (and supplier/vendor invoices). Because approvals follow the role, this stays correct when officers change â just move the role to the new person.
3 Decide on escalation Choose whether large claims need a second sign-off. Treasurer only → every claim is approved by the Treasurer alone. Escalate over ÂŁX → the Treasurer approves up to your threshold; anything above also needs the Chairman.
4 Set the mileage rate Enter your pence-per-mile rate (many clubs use ÂŁ0.25). When a member claims for miles, Pavilion works out the amount automatically.
5 Turn on member submissions Allow members to raise claims from the members’ app, and set the email address that should be notified when a new claim arrives (usually the Treasurer).
6 Finish Click Finish and the wizard configures committee roles, the approval levels, the mileage rate and the app â expenses are live. You review and pay claims on the Expenses report.
💡 Tip: Everything the wizard sets can be changed later: approvers on Admin Tools â Approvals, mileage/notifications on Accounts â Expenses settings, and who holds a role on each member’s profile.