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.
A Google account is required to sign in to Volo Cash. If anyone on your team doesn’t use a Google email, they can connect an existing email address to Google — see Signing In Without a Google Email.
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.