New Expense Submission flow 🎉

We are pleased to announce the release of the new Expense Submission flow! 🎉

We’ve done a lot to increase the odds that your expenses are submitted correctly, pass the essential checks from Collectives and Fiscal Hosts, and are paid promptly.

Hundreds of users have been trialing the new flow, and 1172 expenses have been paid successfully!

Want to know what’s new and how to continue submitting your expenses? Read on!

Automatic Activation: The New Expense Submission Flow will be automatically activated for all Open Collective users as part of the full public release. No action is required from your end. 

The submit expense button hasn’t moved; it’s still on the public profile pages, on the right-hand side, sometimes under actions. 

You can also submit expenses from your Personal Dashboard > Expenses > New expense button on the right-hand side.  

P.s. You can also duplicate an expense from here! Just click on the three little dots > Duplicate expense.

The new expense submission guides you step by step to correctly submitting an expense. It includes numerous checks to make sure your information is valid and meets host requirements:

Once you have successfully submitted your expense, a pop-up will appear if you wish to provide us with feedback; otherwise, get in touch with our support team, comment below or leave us a message on our Discord.

For more information on submitting expenses, please read our Expense Submission documentation.

If you are looking for more detail, we’ve also created this video that walks you through the new expense submission flow.

We’ve also upgrade the editing expense experience. You will now see little edit icons placed around the expense. This provides more granular editing capabilities so only the exact section that needs updating is affected.

 
This means that you can now change the Paid by (Organization) section, this is great if you’ve accidentally submitted the expense to the wrong account or sub-account. 

We’ve also built a new grant submission form.

This new form is separate from expense submission and has been adapted to simplify grant submission.

Attention Collective and Fiscal Host administrators! Make sure you have inputted your expense policies. The instructions will be presented to your expense submitters.

Navigate to your Dashboard > Settings > Policies.

Input expense policies for your: 

Have any questions? Please don’t hesitate to get in touch with our support team or send a message to our Discord. 👾

Thank you for being an essential part of Open Collective’s journey. We hope you enjoy the new Expense Submission Flow! ✨