About Your Organization
These are the basics that identify your organization.
- Name — Your organization’s display name, shown on forms and in the app.
- Domain — If your team uses a shared email domain (e.g.,
pta.org), this helps ensure people sign in with their organization email rather than a personal one. Leave blank if everyone uses gmail or personal accounts. - Address (Street, City, State, Zip) — Your organization’s mailing address, printed on reimbursement and payment authorization forms.
- Fiscal year starts on — The month and day your fiscal year begins (many school-related orgs use July 1). This controls how budgets and expenses are grouped by year.
Customize Your Forms
These settings control what appears on the expense submission form and the signed PDF documents.
Logo
Upload your organization’s logo. This will help users identify that the forms they fill are for your organization.
Payment Account Name
A label for your payment account, such as “Checking (*4321)”. This appears on your “Authorization for Electronic Payment” form, which may be required by your organization. Leave blank to omit.
Form Name
Replaces the default “Request for Reimbursement Form” heading on submitted requests.
Custom Header
Free-text instructions printed at the top of the form. Common uses:
- “Save all original receipts”
- “Print or save a PDF of this form for your reference”
- “Email treasurer@example.org for any questions”
Payment Preference Prompt
If you want to ask submitters how they’d like to be paid (PayPal, Zelle, physical check, etc.), enter the prompt text here. Leave blank to skip this question on the submission form.
Submitter Signature Prompt
Adds a signature field to the submission form with your custom prompt, such as “By typing my name below, I affirm that all information provided above is accurate and complete.” Leave blank to not collect submitter signatures.
Budget Item Label
Customize how budget items are labeled on your forms. The default is “Category.” Some common alternatives are “Account” and “Budget Code.”
Budget Required
When enabled, submitters must select a budget item when submitting a request. Turn this off if you want to allow submissions without a budget category.
Hide Electronic Payment Authorization Form
By default, approved expenses show a co-signed authorization for Bill Pay / EFT payments. Enable this toggle if your organization doesn’t use electronic payments or you don’t want that form generated.
Collect Submitter’s Title / Position
Adds a “Title” field to the submission form so submitters can enter their role (e.g., “President,” “Enrichment Chair”).
Limit Pre-Approver Budget View
When enabled, pre-approvers can only see budget reports for the categories they oversee rather than the full budget.
Enter Minutes Approval Date
Prompts the recorder to enter the date that expenditures were approved in the meeting minutes. You must have at least one role configured as a “Recorder” for this to take effect.
Single Form Mode
By default, submitters choose between a reimbursement and an invoice/payment authorization. Enabling single form mode shows one unified form that always collects both submitter and payee details.