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Merge branch 'master' of oak.sfconservancy.org:npo-acct
b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 b0e01288c536 | # Handling Requests for Reimbursements
Most non-profit organizations have to reimburse employees, contractors and
volunteers for expenses, such as travel expenses. There are two sides to the
reimbursement process that must be adequately handled by a non-profit
accounting system.
## Reimbursement: The Organization's View
The organization has to be able to easily:
* Receive and store receipts.
[[Track those receipts|UseCases/TrackingDocumentation]] in the context
of the
[[double entry accounting entries|UseCases/DoubleEntryAccounting]] that
relate to those receipts.
* Track the reimbursement request as an invoice.
* Handle any [[currency conversion|UseCases/MultiCurrency]] related to
the receipts, both from the point of view of international travel, and
also considering the fact that the person reimbursed may seek
reimbursement in a different currency than the native currency of the
organization's.
* Track approvals of the expenses by multiple parties. (For example,
perhaps a volunteer project leader must approve, and then later by with
fiduciary duty to the organization itself).
* Ideally, the system would auto-detect any places where a travel and/or
reimbursement policy for the organization is violated (or mandates
additional approvals).
* Ideally, the system could "set up" accounting entries for "merger" into
the accounts, based on an expense report submitted.
## Reimbursement: The Traveler's View
From traveler's/reimbursement-requester's view, they'll need:
* An easy, outward-facing web interface for submitting receipts.
* Ideally, flagging them when additional approval is needed before
submitting their expense report, so that they can seek additional
approval before submitting.
* Updates on the external web interface system about status when the
expense is moving through the internal system at the organization.
* Automatic calculation of any per-diem allowances.
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