Mini-process on how to cover costs for anything purchased on behalf of the Reef

[ugne]

Hi @reeflings
I have been asked to draft a mini-process/ reminder how to make sure everybody knows how to cover the costs of anything purchased on behalf of the Reef (like the drinks bought for the public presentation, for instance).

If you buy anything for the Reef, please ensure you :

1. Keep a copy of the purchase ticket
2. Scan it or make a picture
3. Go to our accounting system FreeAgent and follow the steps : Alberto’s thread “How to use FreeAgent for budget monitoring”

How to use FreeAgent for budget monitoring

As part of the work of @reef-finance, @ugne asked me to look at ways to monitor team budgets. The main ask is to be able to see how much money the team can still spend before going back to the plenary to ask for more. I think there is a fairly good way to do it, via a FreeAgent functionality called “Projects”. The fit is not perfect, but for me it’s good enough. It works like this: 1. Create a project for the budget you want From the FreeAgent dashboard, choose Work => Projects => Add new pr…

If we take an example of the drink purchased for the public presentation, the expense can be linked to the existing project: “Team Recruitment & Onboarding Budget 2023”.

Additional support here:

How to add an out-of-pocket expense