Two Types of Requests
When submitting an expense, you’ll choose between two types:
Reimbursement
Use this when you’ve already paid out of pocket and need to be paid back.
- You provide your receipts showing the purchase
- The form generates a Request for Reimbursement document
- After approval, the treasurer sends payment to you
Invoice / Payment Authorization
Use this when you’re requesting the organization pay a vendor directly.
- You attach the vendor’s invoice
- The form generates a Payment Authorization document with signer approvals
- After approval, the treasurer pays the vendor (via bill pay, check, etc.)
Which Should I Choose?
| Situation | Type |
|---|---|
| You bought supplies and want your money back | Reimbursement |
| A vendor sent an invoice for a service | Invoice / Payment Authorization |
| You paid for a field trip and need reimbursement | Reimbursement |
| A DJ is requesting payment for a school event | Invoice / Payment Authorization |
Generated Forms
Both types produce signed PDF documents that your organization can use for record-keeping and audit purposes. The forms include all signer approvals collected electronically through Volo Cash.