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For presidents, treasurers and other approvers

Approve your club's claims with its money in view.

You use the same app as every other member. Because you hold a committee role, you also get approval requests and your club's income and expenditure.

How approvals work ↓ Club finances ↓ Submitting your own claim
Two phones: an approval request for Poker Society claim SE00003314 with the group's financial position and Approve, Delegate and Reject buttons, beside a society's income and expenditure statement.

Approvals

From notification to decision

  1. App home screen showing a request to approve personal expense claim SE5872 for £182.64 from the Poker Society.
    1

    The request arrives

    You get a notification, and the request shows on your home screen and in your approvals list.
  2. Approval request for claim SE5872 showing the claimant, a missing-receipt warning, the group financial position, a receipt and Approve, Delegate and Reject buttons.
    2

    Everything on one screen

    Who's claiming, the receipts, your club's balance and pending spend, and warnings such as more claim lines than receipts.
  3. Claim details listing car mileage, two equipment lines and facility hire.
    3

    Check the detail

    Each line shows what it was for, exactly as the student entered it, with receipts attached.
  4. The approval request with the Approve, Delegate and Reject buttons highlighted at the bottom.
    4

    Approve, delegate or reject

    Add a comment for the student. If your SU uses more than one level, it moves on to the next approver.

Club finances

Know what your club can spend.

Open your club's report while you approve a claim, or any time from the app menu. The figures come live from the SU's finance system, not a spreadsheet, and are normally visible to presidents, treasurers and SU staff only.

  • Full income and expenditure for your club or society
  • Every transaction, not just expenses, pulled live from the finance system
  • A pending claims area, so you can see what's coming
  • The current year and the two years before it
  • An optional balances report: a summary across every group you're responsible for
See a sample income and expenditure report (PDF)
Poker Society income and expenditure statement showing the cleared balance and pending claim SE5872.

Videos and guides for club leaders

Notifications and approval requestsVideo · 4:05 Reports, resources and helpVideo · 1:53 Supplier orders and invoicesPDF guide Income and expenditure samplePDF
Committee changed over? Approvers come from your SU's membership system, so new officers get approval rights once the SU has updated your club's roles. If yours haven't come through, ask your SU's activities team.