How-to guide
Submit expenses and record payouts
Keep the claim, approval and outgoing payment separate.
For Eligible staff submitting their own claims; authorised finance reviewers
Before you start Club expenses and payouts with the relevant permissions.
Submit and review#
Open Money and the expense workflow available to your role.
- Enter the claim's date, category, amount and purpose.
- Attach the required receipt and check that the upload is accepted.
- Submit the claim for review. A saved draft is not an approved expense.
- Reviewers check the evidence and approve or decline through the configured control policy.
Record the payment#
Create or complete the relevant payout record only for an authorised payment. Confirm the recipient, amount and supporting records before recording settlement.
Approval alone does not transfer money. If a claim is rejected or incorrect, follow its correction/resubmission path. Staff should only see records their role permits; an expense permission does not grant general finance access.