07. Expense

• Expense Dashboard is to manage the expense requests that have been raised by a volunteer related to each project/programme.

• Who can raise an expense request?

All Bhumi volunteers. 

• “I want to spend for the kids I teach/I have spent for the kids I teach. Why should I raise a request first/submit a report & seek reimbursement? Why should I use the expense tracker for the same?” 

We need to maintain accurate data of the expenses incurred in our project/programme. There are also rules in place for certain expense limits and categories. Thus, to seamlessly manage & maintain an accurate database of the expenses that have occurred for our projects, a volunteer must use the expense tracker.

• When to use it?

There are key points to be aware of before incurring an expense for your project. For full & updated guidelines, refer here – https://www.bhumiverse.org/guidelines-expense-reporting/

• How to use it?

1. What does the dashboard contain

• Has all the relevant quick links.
• Provides at a glance the total count of your expense requests which are: 

1. Submitted by you
2. Approved by Authoriser/Financier.
3. Declined by Authoriser/Financier.
4. Pending with Authoriser
5. Pending with financier
6. To raise a new expense request

• In your Ignite App, click on the Expense tab & select Submit a new request. Or enter through this link here & click on “submit a new request”
• Your details are automatically entered if you enter through the Ignite App. If you enter through the link, enter your registered email id/active email id.
• Fill in the expense category, expense details with all required fields. Ensure to add all supporting documents.
• Enter your bank details. 
• Select the checkboxes to confirm that your bank details are correct & that you have read, understood the expense guidelines. 
• Click submit.

3. Tracking the status of an expense request. 

• Click on “Track my request status” in the dashboard. 
• All the requests submitted by you will be shown as a list report.
• Check the status column for the current status of the expense request.
• The status can be “received/approved/declined/Pending with clarification/Pending with Authorizer/Pending with Finance”.
• Check the comments by the authoriser or comments by Financier for additional information provided if any. 

• Troubleshooting
• My expense request has been declined. What do I do?

Please approach your LB coordinator/NST/CST for further assistance.