Welcome to Volo Cash
Setting up your organization takes just a few minutes. Here’s what to do after you sign up.
Step 1: Create Your Organization
From the home page, click Get Started and choose your plan. Fill in your organization’s details and submit.
Step 2: Customize Your Settings
Go to Settings to tailor Volo Cash to your organization’s needs. You can add your organization’s logo, customize form names, and more. For a full list, see Organization Settings.
Step 3: Set Up Your Budget
Navigate to Budgets and either:
- Import a CSV with your budget line items (download the example template first)
- Add items manually one at a time
Each budget item needs at least a name, type, and budgeted amount. For a full overview, see Budget Items.
Note: If you do not manage the budget, you may want to go to the next step and add your treasurer so they can configure the budget in Volo Cash.
Step 4: Add Your Team
Go to Roles and add anyone who will need to approve, review, or help with expenses. See Managing Roles and Permissions for details.
No Google account is required. Anyone on your team can log in with a code sent to their email address. See Logging In Without a Google Account.
Step 5: Configure Signing Roles
Go to Sign Rules to define who needs to sign off on expenses. Common setups:
- Committee chairs pre-approve expenses in their budget groups
- President or Vice President approves
- Recording Secretary approves
- Treasurer reviews
See Setting Up Your Signing Workflow for detailed instructions.
Step 6: Share Your Link
Your organization has a unique URL. Share it with volunteers so they can submit reimbursement requests — no account required.