Manage budgets, expenses, and reimbursements

Steps

1. 1

   Create budget categories and periods before expenses are assigned.

2. 2

   A member submits an expense with amount, description, category, and optional private receipt.

3. 3

   An authorized reviewer approves, denies, or cancels according to the record's state.

4. 4

   After paying outside Greek Central, record the reimbursement manually and export formula-safe CSV when needed.

5. 5

   Officers who only record reimbursements see approved and paid-back expenses (with their receipts) to pay back, not budgets or member balances.

6. 6

   Spending with no category appears as an Unbudgeted row: it counts toward totals and remaining but has no allocation of its own.

Important notes

• Greek Central records reimbursements; it does not initiate the payout.
• Receipt files are private and signature/size checked, but not claimed to be antivirus scanned.