Expenses

Scan receipts, track reimbursements, and manage chapter spending with approvals, custom categories, and PDF reports.

Track every dollar

Expenses handles reimbursements for your chapter. Members snap or upload a receipt and the details fill in. Officers review it, approve it, and mark it paid in the app.

Submitting receipts

Any member can submit a receipt from the camera icon: take a photo in the iOS or Android app, or upload a JPG, PNG, or PDF on the web. Once they confirm the description, amount, category, and date, it goes to the officer approval queue. Their Venmo handle is attached automatically, so officers know where to send the money.

Receipt scanning

Greek Connect reads the vendor, total, date, and a likely category from the receipt and fills in the form. Scanned fields are marked, anything already typed is left alone, and members can always enter the details by hand.

Approval workflow

Each receipt has one of four statuses:

Pending: submitted and waiting for officer review
Approved: approved by an officer and ready for reimbursement
Paid: reimbursement sent
Rejected: declined by an officer, with an optional reason

Officers can also move a paid receipt back to approved, or a rejected receipt back to pending for another review.

Admin dashboard

Officers with expense admin permission get a dashboard with approved, pending, and paid totals and the approval rate. They can filter by date range, category, amount, member, or missing receipt image, and approve, reject, mark paid, revert, recategorize, or delete receipts in bulk. A receipt whose amount or date doesn't match its scan is flagged.

PDF reports

Generate an annual or monthly PDF report with category breakdowns, month-over-month trends, and spending totals for treasurer reports and chapter audits.

Notifications

Officers get an in-app notification when a receipt is submitted. Members are notified when their receipt is approved, rejected, or marked paid, and a rejection notice includes the reason if the officer gave one.