Operations

Run travel, field events and vehicles, each charged to the right budget line.

The three apps cover the money that leaves the office for work in the field. Travel advances cash to staff before a trip, then settles it against receipts; it also handles expense claims. Events plans community activities, pays participants and settles supplier costs. Fleet books vehicles and recharges the mileage to the projects that use them. Each one checks the budget first, goes through Approvals, and posts to the project, grant and fund.

Before staff start, check that each office has its Travel, Travel Settlement, Field Event, Payment and Vehicle Request approval policies (see the checklist), and that projects have active budget lines for travel and events.

Travel

Travel guide · Module: npo_travel

Travel advances with per diem rates, settlement with receipts, refunds and reimbursements, and expense claims.

Menus: Overview · My Travel · My Expense Claims · My Vehicle Requests · Advances · Reporting · Documents · Configuration

Events

Events guide · Module: npo_field_events

Community events with a budget, online registration, attendance, participant payouts and supplier bills.

Menus: Overview · My Events · All Events · Participant Payouts · Budget vs Actual · Documents · Configuration

Fleet

Fleet guide · Module: npo_fleet

Vehicle requests, trips and odometers, mileage recharges to projects, fuel and repair costs.

Menus: Vehicle Requests · Fleet · Documents · Reporting · Configuration