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.gitbook/assets/screen-shot-2019-05-23-at-1.01.51-pm (2) (2) (2) (2) (1) (1) (1) (1) (1) (2).png rename to .gitbook/assets/screen-shot-2019-05-23-at-1.01.51-pm (2) (2) (2) (2) (1) (1) (2).png diff --git a/SUMMARY.md b/SUMMARY.md index b8d14ade..93906612 100644 --- a/SUMMARY.md +++ b/SUMMARY.md @@ -113,6 +113,7 @@ * [Bank Transfers](fiscal-hosts/receiving-money/bank-transfers.md) * [Credit Card](fiscal-hosts/receiving-money/credit-card.md) * [Add Funds Manually](fiscal-hosts/receiving-money/add-funds-manually.md) + * [Pending Contributions](fiscal-hosts/receiving-money/pending-contributions.md) * [Payouts](fiscal-hosts/payouts/README.md) * [Virtual Card Settings](fiscal-hosts/payouts/virtual-cards.md) * [Payouts with PayPal](fiscal-hosts/payouts/payouts-with-paypal.md) diff --git a/about/terminology.md b/about/terminology.md index 697499e3..ac053a77 100644 --- a/about/terminology.md +++ b/about/terminology.md @@ -12,17 +12,17 @@ People are _individuals_. **They can form** _entities_ inside Open Collective, l ## Entities & structure -![](<../.gitbook/assets/2 (4) (1) (1) (1) (1).png>) +![](<../.gitbook/assets/2 (4) (1) (1).png>) -### Individuals ![](<../.gitbook/assets/about\_terminology\_individual\_2019-07-09 (2) (1) (1) (1) (1) (8).png>) +### Individuals ![](<../.gitbook/assets/about\_terminology\_individual\_2019-07-09 (2) (1) (1) (10).png>) Human beings with names. An individual signs up to Open Collective with their email address. An individual can take on different roles throughout the platform. -### Organizations ![](<../.gitbook/assets/about\_terminology\_organization\_2019-07-09 (1) (2) (2) (2) (2) (2) (2) (2) (1) (1) (1) (1) (1) (1).png>) +### Organizations ![](<../.gitbook/assets/about\_terminology\_organization\_2019-07-09 (1) (2) (2) (2) (2) (2) (2) (2) (1) (1) (1) (1).png>) An [Organization](../financial-contributors/organizations/) represents a company or legal entity in the world, with a shared identity, bank account, credit card, and resources. This is often how Sponsors engage on the platform. -#### Organization Admins ![](<../.gitbook/assets/about\_terminology\_individual\_2019-07-09 (2) (1) (1) (1) (1) (4).png>) +#### Organization Admins ![](<../.gitbook/assets/about\_terminology\_individual\_2019-07-09 (2) (1) (1).png>) Individual(s) who create and/or manage the Organization profile. They have rights to edit the settings of the Organization, set up financial contributions to Collectives, and set up gift cards, among other things. @@ -30,13 +30,13 @@ Individual(s) who create and/or manage the Organization profile. They have right A [Fund](../financial-contributors/organizations/funds.md), with a capital F, (as opposed to a [Collective](terminology.md#collectives)) is a streamlined, single-payer process for supporters. A **Fund** is likely less interested in the 'social' & crowdfunding aspects of fundraising. This type of account will have a more simplified version of our dashboard for those who don't want all the extra features that group-organizing benefits from. -### Fiscal Hosts ![](<../.gitbook/assets/fiscal-host (2) (2) (2) (2) (2) (2) (2) (2) (1) (1) (1) (1) (3).png>) +### Fiscal Hosts ![](<../.gitbook/assets/fiscal-host (2) (2) (2) (2) (2) (2) (2) (2) (1) (1) (3).png>) A [Fiscal Host](../fiscal-hosts/fiscal-hosts.md) is a type of Organization. Fiscal hosting enables Collectives to transact financially without needing to legally incorporate. A fiscal host is a legal company or individual who holds a Collective’s funds in their bank account and can generate invoices and receipts for Financial Contributors. You can think of a fiscal host as an umbrella organization for the Collectives in it. -#### **Fiscal Host Admin** ![](<../.gitbook/assets/about\_terminology\_individual\_2019-07-09 (2) (1) (1) (1) (1) (3).png>) +#### **Fiscal Host Admin** ![](<../.gitbook/assets/about\_terminology\_individual\_2019-07-09 (2) (1) (1) (4).png>) Individual(s) who create and/or manage the Fiscal Host is responsible for approving new Collectives who want to join the host and paying out expenses approved by Collective admins. @@ -46,11 +46,11 @@ Fiscal Host admins want tools and workflows to easily manage their tasks (paying The primary entity most representative of the basis of our platform. A Collective represents a project or group that has a mission or purpose in the world, which they raise and spend funds transparently to achieve. -#### Core Contributors ![](<../.gitbook/assets/about\_terminology\_individual\_2019-07-09 (2) (1) (1) (1) (1) (15).png>) +#### Core Contributors ![](<../.gitbook/assets/about\_terminology\_individual\_2019-07-09 (2) (1) (1) (17).png>) Individuals who are major contributors and represent the Collective with their face on the Collective page as part of the team. -#### Collective Admins ![](<../.gitbook/assets/about\_terminology\_individual\_2019-07-09 (2) (1) (1) (1) (1) (7).png>) +#### Collective Admins ![](<../.gitbook/assets/about\_terminology\_individual\_2019-07-09 (2) (1) (1) (11).png>) A type of Core Contributor with additional permissions, so they can edit the Collective, change settings, approve expenses, make financial contributions to other Collectives, and receive messages from people trying to contact the Collective. @@ -60,7 +60,7 @@ Core Contributors want to make their communities sustainable financially, so rec Someone in charge of the financial records for the Collective. They have read access to all financial information (receipts, invoices, etc) bot not write access (they can't approve or pay expenses). -#### Event Attendee![](<../.gitbook/assets/about\_terminology\_individual\_2019-07-09 (2) (1) (1) (1) (1) (14).png>) +#### Event Attendee![](<../.gitbook/assets/about\_terminology\_individual\_2019-07-09 (2) (1) (1) (9).png>) Individuals who register to attend a Collective's event. They often arrive through a direct link provided by the event organizers. They want a smooth, hassle-free experience, clear information about the event, and ideally a pathway to stay in touch or become contributors. @@ -82,17 +82,17 @@ Learn more about Independent Collectives [here](broken-reference). > The word we will use for "someone who contributes to a project" is "contributor". The buttons on tiers will say "contribute". -![](<../.gitbook/assets/7 (2) (2) (2) (2) (2) (2) (2) (2) (1) (1) (1) (1) (2).png>) +![](<../.gitbook/assets/7 (2) (2) (2) (2) (2) (2) (2) (2) (1) (1) (1) (2).png>) ## Financial Contributors -### **Organizational Financial Contributor** ![](<../.gitbook/assets/about\_terminology\_organization\_2019-07-09 (1) (2) (2) (2) (2) (2) (2) (2) (1) (1) (1) (1) (2).png>) +### **Organizational Financial Contributor** ![](<../.gitbook/assets/about\_terminology\_organization\_2019-07-09 (1) (2) (2) (2) (2) (2) (2) (2) (1) (1) (1).png>) A company that supports a Collective financially, often at a higher tier. This is often called sponsorship in practice but can go by other names depending on the Collective's context, such as base supporters, members, etc. Sponsors often represent companies with accounting and reporting needs. They may want brand exposure, access to or goodwill from a community, tangible benefits like support, or help with their recruiting efforts. -### **Individual Financial Contributor** ![](<../.gitbook/assets/about\_terminology\_individual\_2019-07-09 (2) (1) (1) (1) (10).png>) +### **Individual Financial Contributor** ![](<../.gitbook/assets/about\_terminology\_individual\_2019-07-09 (2) (1) (1) (12).png>) Supports a Collective financially, with a repeating or one-off contribution. @@ -117,14 +117,14 @@ An individual who requests payment from the Collective's budget using the [expen ## Non-financial Contributors -### Fiscal Hosts ![](<../.gitbook/assets/fiscal-host (2) (2) (2) (2) (2) (2) (2) (2) (1) (1) (1) (1) (2).png>) +### Fiscal Hosts ![](<../.gitbook/assets/fiscal-host (2) (2) (2) (2) (2) (2) (2) (2) (1) (1).png>) Supporting Collectives by providing the legal and financial infrastructure needed to accept money and make payments. -### Code Contributors ![](<../.gitbook/assets/about\_terminology\_individual\_2019-07-09 (2) (1) (1) (1) (1) (10).png>) +### Code Contributors ![](<../.gitbook/assets/about\_terminology\_individual\_2019-07-09 (2) (1) (1) (1).png>) An individual can contribute with code (software) to an open-source project with a Collective -### Service Contributors ![](<../.gitbook/assets/about\_terminology\_individual\_2019-07-09 (2) (1) (1) (1) (1) (6).png>) +### Service Contributors ![](<../.gitbook/assets/about\_terminology\_individual\_2019-07-09 (2) (1) (1) (14).png>) An individual who contributes time or skills to a Collective's mission. diff --git a/collectives/collective-settings/tiers-goals.md b/collectives/collective-settings/tiers-goals.md index 16d5b27c..c0545b4d 100644 --- a/collectives/collective-settings/tiers-goals.md +++ b/collectives/collective-settings/tiers-goals.md @@ -53,7 +53,7 @@ Currently, only collectives hosted by Open Source Collective can enable payments You can accept contributions using cryptocurrencies, start by enabling this feature. -
Screenshot of Create Tier modal

Creating a new Tier

+
Screenshot of Create Tier modal

Creating a new Tier

@@ -63,7 +63,7 @@ Note that contributions are settled (converted) into your currency on collection You can also create custom tiers on the same page. Click on **add another tier:** -

Click 'add another tier' to open the create tier form.

+

Click 'add another tier' to open the create tier form.

A preview of the tier you are creating will appear alongside your the configured settings: diff --git a/collectives/collective-settings/zero-collective-balance.md b/collectives/collective-settings/zero-collective-balance.md index f582fa88..9b697eee 100644 --- a/collectives/collective-settings/zero-collective-balance.md +++ b/collectives/collective-settings/zero-collective-balance.md @@ -18,7 +18,7 @@ When emptying the balance for a collective, you have the option of charging the When these conditions are met, the host admins will see a checkbox on the _Pay expense modal_: -![](<../../.gitbook/assets/image (16).png>) +![](<../../.gitbook/assets/image (16) (3).png>) #### Dealing with small leftovers diff --git a/collectives/contribution-flow.md b/collectives/contribution-flow.md index 8e20249a..20dccd30 100644 --- a/collectives/contribution-flow.md +++ b/collectives/contribution-flow.md @@ -48,7 +48,7 @@ This feature is currently in a beta-test phase. If you face any issue or need as The embed contribution flow is a way to integrate Open Collective on your own website. Visitors will be able to contribute directly, by simply providing an email address. -![Embedded contribution on the website of an initiative](<../.gitbook/assets/image (4) (2).png>) +![Embedded contribution on the website of an initiative](<../.gitbook/assets/image (4).png>) ### General considerations diff --git a/collectives/events.md b/collectives/events.md index c023e65b..81115b9a 100644 --- a/collectives/events.md +++ b/collectives/events.md @@ -116,7 +116,7 @@ Fixed amount lets your define the fixed ticket amount (price) Flexible amount lets you define two suggested amounts, a default amount and a minimum amount -
+
#### Available quantity diff --git a/contributing/design/contribution-guidelines.md b/contributing/design/contribution-guidelines.md index 701827ad..a29c067d 100644 --- a/contributing/design/contribution-guidelines.md +++ b/contributing/design/contribution-guidelines.md @@ -120,18 +120,18 @@ Every task is linked with the OpenCollective team and the code repository throug We break down big goals to specific tasks using the following logic: -![](<../../.gitbook/assets/contributing\_design\_design-contributing-guidelines\_breakdown-tasks-2019-07-09 (1) (1) (1) (1) (2).png>) +![](<../../.gitbook/assets/contributing\_design\_design-contributing-guidelines\_breakdown-tasks-2019-07-09 (1) (1) (1).png>) There are different ways to get in the loop of design-related tasks in GitHub: 1. [**Project Boards**](https://github.com/opencollective/opencollective/projects) -![](<../../.gitbook/assets/7 (1) (2) (2) (1) (1) (1).png>) +![](<../../.gitbook/assets/7 (1) (2) (2) (1).png>) 1. [**Searching for design labels in the complete issue list.**](https://github.com/opencollective/opencollective/issues?q=is%3Aopen+is%3Aissue+label%3Adesign) -![](<../../.gitbook/assets/8 (2).png>)![](<../../.gitbook/assets/9 (2) (2) (1) (1) (1) (1).png>) +![](<../../.gitbook/assets/8 (2).png>)![](<../../.gitbook/assets/9 (2) (2) (1).png>) -![](<../../.gitbook/assets/2 (3) (2) (1) (1) (1) (1).png>) +![](<../../.gitbook/assets/2 (3) (2) (1) (1) (3).png>) diff --git a/contributing/design/understanding-the-design-workflow.md b/contributing/design/understanding-the-design-workflow.md index 9f3e694e..0efc01d3 100644 --- a/contributing/design/understanding-the-design-workflow.md +++ b/contributing/design/understanding-the-design-workflow.md @@ -24,8 +24,8 @@ In order to achieve this common ground, the design collective has created a **co The following diagram describes the ideal workflow of a sprint of 10 working days, all the way from planning the sprint to the demo day where the series of design solutions are presented with a public release. -![](<../../.gitbook/assets/2 (3) (2) (1) (1) (1) (1) (1).png>) +![](<../../.gitbook/assets/2 (3) (2) (1) (1) (1).png>) ### Sprint workflow and key players -![](<../../.gitbook/assets/5 (2) (2) (2) (2) (2) (2) (1) (1) (1) (1).png>) +![](<../../.gitbook/assets/5 (2) (2) (2) (2) (2) (2) (1) (1).png>) diff --git a/financial-contributors/organizations/README.md b/financial-contributors/organizations/README.md index 03796430..13ab9276 100644 --- a/financial-contributors/organizations/README.md +++ b/financial-contributors/organizations/README.md @@ -17,7 +17,7 @@ An Organization is a profile that represents a company or entity instead of an i Go to your profile menu (top right) and look for the My Organizations section. Click "**+"**. -![User menu - click on "+" to create a new organization](<../../.gitbook/assets/image (45).png>) +![User menu - click on "+" to create a new organization](<../../.gitbook/assets/image (45) (1).png>) Once set up, you will be able to select your individual or organization profile when making a contribution. @@ -33,7 +33,7 @@ Go through the process of contributing to a Collective, and you'll be able to cr Use the cog icon next to the organization that you want to edit. -![](<../../.gitbook/assets/image (23).png>) +![](<../../.gitbook/assets/image (23) (1).png>) @@ -49,4 +49,4 @@ To access your Organization's contributions, go to the Organization's page and c Sometimes, the **`Manage contributions`** button can be nested inside the **Actions** menu {% endhint %} -![](<../../.gitbook/assets/image (43).png>) +![](<../../.gitbook/assets/image (43) (1).png>) diff --git a/financial-contributors/payments.md b/financial-contributors/payments.md index cfd6cb85..29767924 100644 --- a/financial-contributors/payments.md +++ b/financial-contributors/payments.md @@ -70,7 +70,7 @@ If you start the contribution flow (ie. [http://opencollective.com/babel/donate] Above a certain amount, the system will ask you additional information such as your physical address. This information is required for legal purpose, and stays private. {% endhint %} -![Guest contribution form](<../.gitbook/assets/image (5) (1).png>) +![Guest contribution form](<../.gitbook/assets/image (5).png>) ### Claiming a Guest Account @@ -78,11 +78,11 @@ There are two ways to claim a guest account: #### 1. By clicking on "Join Open Collective" on the success page -![](<../.gitbook/assets/image (37).png>) +![](<../.gitbook/assets/image (37) (1).png>) You'll then get an email to register on Open Collective. Click on the given link and your account will be verified! -![](<../.gitbook/assets/image (21).png>) +![](<../.gitbook/assets/image (21) (1).png>) #### 2. By signing in @@ -100,7 +100,7 @@ Make sure you are logged in, then click on your profile in the top right-hand co This should open the dropdown menu next to your profile avatar. Click on **Manage Contributions.** -![](<../.gitbook/assets/image (31).png>) +![](<../.gitbook/assets/image (31) (1).png>) You'll be redirected to a page with all of your recurring financial contributions. Click on the edit button at the bottom of the financial contribution card to update your payment method, amount or cancel. @@ -143,7 +143,7 @@ To comply with banking regulations, we may have to ask financial contributors to While processing recurring contributions, contributors whose credit cards need confirmation will receive an email looking like this: -

"Verify your credit card" email

+

"Verify your credit card" email

Click on the "Verify my credit card" button, then you'll be redirected to https://opencollective.com where you may have to sign in with your email address if you're not already. Finally, a prompt with the confirmation page of your bank will appear (the way it will look will depend on your bank): diff --git a/financial-contributors/receipts.md b/financial-contributors/receipts.md index 211b0ba2..260d86fd 100644 --- a/financial-contributors/receipts.md +++ b/financial-contributors/receipts.md @@ -32,7 +32,7 @@ Consolidated Payment Receipts in the settings section only appear after the mont 7\. Use the Download Receipts to download all receipts from a specific time period. -![](<../.gitbook/assets/financial\_contributors\_receipts\_download\_receipts\_2021-06-22 (3) (3) (1) (1) (1) (1) (1).gif>) +![](<../.gitbook/assets/financial\_contributors\_receipts\_download\_receipts\_2021-06-22 (3) (3) (1) (1).gif>) 6\. Use the Search Function to find a specific transaction. diff --git a/fiscal-hosts/fiscal-host-dashboard/expenses.md b/fiscal-hosts/fiscal-host-dashboard/expenses.md index 81f65bb5..217e91ec 100644 --- a/fiscal-hosts/fiscal-host-dashboard/expenses.md +++ b/fiscal-hosts/fiscal-host-dashboard/expenses.md @@ -107,11 +107,11 @@ We're adding warnings about payees to protect Collectives and Hosts from fraudul These warnings are designed to inform you as to whether you should approve or pay an expense. They are not a part of an enforcible policy within Open Collective but we encourage hosts and Collectives to consider creating and documenting policies as part of their terms or code of conducts if needed. -

You'll find the Security Checks with other expense processing buttons.

+

You'll find the Security Checks with other expense processing buttons.

You can review the Security Checks by clicking the shield button. This button varies in color following the highest risk level we found in the expense. In the case the expense poses a high-security level, we're also presenting this information as a necessary confirmation before you go to the Pay modal. -

The Security Checks modal.

+

The Security Checks modal.

The security checks are categorized in scope and risk level. The categories are: diff --git a/fiscal-hosts/fiscal-host-dashboard/pending-applications.md b/fiscal-hosts/fiscal-host-dashboard/pending-applications.md index 7585137a..1d74def5 100644 --- a/fiscal-hosts/fiscal-host-dashboard/pending-applications.md +++ b/fiscal-hosts/fiscal-host-dashboard/pending-applications.md @@ -2,7 +2,7 @@ This section on the dashboard shows all of your current pending applications to join your fiscal host. You are able to see the Title, Admins, Purpose, Application message and Email of the Collective. You can then Approve or Reject their application. -![](<../../.gitbook/assets/image (44).png>) +![](<../../.gitbook/assets/image (44) (2).png>) ### Contacting Pending Applications diff --git a/fiscal-hosts/fiscal-host-settings/policies.md b/fiscal-hosts/fiscal-host-settings/policies.md index 6ea05fd8..0ce59a77 100644 --- a/fiscal-hosts/fiscal-host-settings/policies.md +++ b/fiscal-hosts/fiscal-host-settings/policies.md @@ -16,7 +16,7 @@ Note that, after setting a minimum number of admins **you won't be able to appro It is also possible to automatically prevent these collectives that have pending admins from receiving contributions with the freeze feature: -![](<../../.gitbook/assets/image (54) (1).png>) +![](<../../.gitbook/assets/image (54).png>) In this scenario, if you decide to open an exception to a collective that still doesn't satisfy the minimum number of admins, you'll make sure they only start to raise funds after they have enough signed-up admins. diff --git a/fiscal-hosts/local-tax.md b/fiscal-hosts/local-tax.md index 6e6f8bcd..60bfb332 100644 --- a/fiscal-hosts/local-tax.md +++ b/fiscal-hosts/local-tax.md @@ -24,7 +24,7 @@ Once VAT is set up for a collective, we will start asking the country of residen If the host is the one supposed to collect VAT (most common case) then you can enable it by going to the Edit section (`https://opencollective.com/{my_host}/admin`) and set your country to a European country. The form will then ask for a VAT number. -![](<../.gitbook/assets/image (16) (2) (2) (1) (1) (1) (1).png>) +![](<../.gitbook/assets/image (16) (2) (2) (1) (1) (1).png>) Your host is now ready to start accepting VAT. You still need to enable it on a per-collective basis by setting a country and a "VAT setting" for the collective on the collective edit page (`https://opencollective.com/{the_collective}/admin`). @@ -32,7 +32,7 @@ Your host is now ready to start accepting VAT. You still need to enable it on a If the collective has a VAT number and should be responsible for collecting VAT itself, you can enable that by following the exact same steps as before, except that you'll choose the option `Use my own VAT number` on the last step. -![](<../.gitbook/assets/image (16) (2) (2) (1) (1) (1).png>) +![](<../.gitbook/assets/image (16) (2) (2) (1) (1).png>) ## GST (New Zealand) diff --git a/fiscal-hosts/payouts/payouts-with-paypal.md b/fiscal-hosts/payouts/payouts-with-paypal.md index 32353dd5..502dc312 100644 --- a/fiscal-hosts/payouts/payouts-with-paypal.md +++ b/fiscal-hosts/payouts/payouts-with-paypal.md @@ -76,7 +76,7 @@ If you're already in the beta test group, you can follow these instructions: * Customer Disputes * Transaction Search -
+
3\. Now, copy the necessary information to Open Collective. diff --git a/fiscal-hosts/payouts/payouts-with-transferwise.md b/fiscal-hosts/payouts/payouts-with-transferwise.md index 22bf15c9..48c5bede 100644 --- a/fiscal-hosts/payouts/payouts-with-transferwise.md +++ b/fiscal-hosts/payouts/payouts-with-transferwise.md @@ -18,7 +18,7 @@ The fees are charged by Wise and its value will vary with the currencies and val These fees are paid by the collective the expense was submitted for. This means that transactions in Wise will display the fees but that value will also be deducted from the collective balance in our platform as a _payment processor fee_. -![An expense submitted to Open Collective Engineering paid using TransferWise.](<../../.gitbook/assets/image (17) (1).png>) +![An expense submitted to Open Collective Engineering paid using TransferWise.](<../../.gitbook/assets/image (17).png>) ## Limitations diff --git a/fiscal-hosts/payouts/virtual-cards.md b/fiscal-hosts/payouts/virtual-cards.md index 18d34821..e2527a1b 100644 --- a/fiscal-hosts/payouts/virtual-cards.md +++ b/fiscal-hosts/payouts/virtual-cards.md @@ -71,7 +71,7 @@ Once connected, cards can be created from your Host Settings (Select 'Virtual ca Select the Collective to assign the card to (this is automatically filled if creating from a Collective's profile page), the assignee, a name for the card and limit: -

Creating a virtual card.

+

Creating a virtual card.

### Card Limits diff --git a/fiscal-hosts/receiving-money/pending-contributions.md b/fiscal-hosts/receiving-money/pending-contributions.md new file mode 100644 index 00000000..308a9a99 --- /dev/null +++ b/fiscal-hosts/receiving-money/pending-contributions.md @@ -0,0 +1,86 @@ +# Pending Contributions + +### **Introduction** + +There are two types of pending contributions on the platform: + +1. The first are automatically generated when contributors use the “bank transfer” payment method and then manually complete payment at a later time. These will likely phase out naturally as more payment methods are introduced enabling users to complete payment processes without requiring manual fiscal host followup. +2. The other are pending contributions created by a fiscal host to track expected funds as a consequence of fund-raising efforts by either the fiscal host or collectives. Documenting expected incoming contributions will make it easier for you to track them down and reconcile them when they appear in your bank account. + +Pending contributions can be found in your fiscal host administration: + +![](<../../.gitbook/assets/image (31).png>) + +### **Creating a Pending Contribution** + +When you become aware of expected funds (for example when notified by a collective administrator) you can create a new pending contribution. Go to your “Fiscal Host Administration” and select pending contributions. At the top of the screen click “Add New Pending Contribution” + +
+ +![](<../../.gitbook/assets/image (37).png>) + +The form is divided into three sections: + +1. In the first section you can indicate: + 1. To which of your hosted collectives the funding is going to be allocated. + 2. You can decide within the collective if the funds are supposed to go to the main collective account or to a project or event. You can also link the funding to a specific contribution tier. +2. In the second section you can indicate where the money is coming from: + 1. Select an existing organization or create a new one. + 2. Add contribution-specific contact information (name and email) for this funding. If you provide a contact email address, they will be automatically notified when the funding is allocated to the collective. + 3. If you are interacting with a funders payment system and have a purchase order number to track, you can add it here. +3. In the third section you can indicate: + 1. How much money is expected + 2. The expected payment method. + 3. Set the host fees. + 4. Add an internal note to document information related to this pending contribution. + +\ +**Review & Edit a Pending Contribution** + +When you find a pending contribution (see Searching for Pending Contributions) you can click on its title to review its details. + +
+ +Click on “Edit Contribution” to modify the pending contribution details. + +### **Finding Pending Contributions** + +You can search for a pending contribution based on any of the information you’ve entered and you can filter pending contributions for a time period and the amount of the contribution. + +
+ +### **Reconciling Pending Contributions** + +When you’ve found a pending contribution that matches incoming funds you can reconcile it by clicking on “Mark as Completed" which will display this reconciliation screen. + +
+ + + +This screen will be populated with the information from the pending contribution. You can modify the amounts to match the funding that was actually received, payment processor fees and the host fees. + +When you click on “submit” the following things will happen: + +1. The funds will be credited to the collective (or project or event) and if selected, Tier. Four transactions will be created: + 1. Funds will be debited from the funder account. + 2. Funds will be credited to the collective. + 3. Host fees will be deducted from the collective account. + 4. Host fees will be credited to the host. +2. The pending contribution will be marked as completed. +3. The collective admins will receive a notification letting them know that their funds have arrived and have been allocated to their account. +4. The funder contact (if there is one) will receive an email notification letting them know that the funds have been received and allocated to the collective. + +The reconciled pending contribution will no longer appear under pending contributions. It will now appear as a contribution to the collective. + +### **Expiring Pending Contributions** + +The expected dates on pending contributions are informational estimates. When the expected date passes it will be emphasized with a highlight to indicate it may be overdue. + +If you no longer expect a pending contribution to be fulfilled you can mark it as expired. + +
+ +![](<../../.gitbook/assets/image (16).png>) + +If, for some reason, the funds for an expired pending contribution do arrive, you will still be able to search for it and reconcile it.\ +\ diff --git a/product/notifications.md b/product/notifications.md index 30f9a661..d26641c1 100644 --- a/product/notifications.md +++ b/product/notifications.md @@ -54,7 +54,7 @@ These are the notifications triggered by updates and newsletters sent by our pla In this section, you can subscribe and unsubscribe from our monthly newsletter, and also tweak which collectives that you collaborate to can reach you out through email: -
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These are the notification settings related to the activities that occur on the platform. These activities may have been triggered directly by you or by someone else in the context of a Collective or Organization that you are a core contributor. @@ -88,4 +88,4 @@ These are the notifications triggered by updates and newsletters sent by our pla In this section, you can subscribe and unsubscribe from our monthly newsletter and also tweak which collectives that you contribute to that can reach out to you through email: -
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