Get confirmation of a volunteer expense receipt request
Example: An adult volunteer wants travel reimbursement. The submitted receipt shows a different event date from the claim.
An assistant is an alternative when a financial request must have a specific clarification.
A complete expense form is sufficient when dates and evidence already agree.
This article is from Righthand. The customer story and result are illustrative.
The work that the customer wants
An adult volunteer wants travel reimbursement. The submitted receipt shows a different event date from the claim.
The coordinator supplies the claim and volunteer email. Finance staff give a decision about reimbursement.
The Righthand has its own email address and phone number. You can give instructions by email, text, phone, or Slack. Righthand introduction.
For this example, the Righthand uses its own email address. It identifies itself as the team's assistant. Company account access is a different setup choice. Account connections.
The request to the Righthand
Send the volunteer the supplied date difference.
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Get an explanation and the applicable receipt.
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Send the answer to finance staff.
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Tell the volunteer that finance staff will give a decision about reimbursement.
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Send the program coordinator the result in this conversation.
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Use Pacific time for the deadline.
What the Righthand does
The Righthand sends these questions by email. It sends the reply to the program coordinator.
Finance staff must give approval for reimbursement. The receipt amount alone does not establish the correct event.
An illustrative result
The volunteer tells the coordinator that the receipt covers travel for another event and supplies a different receipt.
Finance staff examine the corrected claim before giving approval for payment.
Access and permission
If you want direct account access, connect the account independently. Make sure that the Righthand has the necessary operation and access. A catalog entry does not establish each available action. Connection Permissions.
With Ask, an outward instruction must identify the recipient and task. New approval can be necessary for a changed commitment. Connection tool permissions are another required control. Communications Policy.
Try the procedure with one task
- Give the Righthand one task with a teammate as the contact.
- Make sure that the teammate receives the permitted email.
- Tell the teammate to reply with a different request.
- Compare the returned decision with that reply.
- Examine the email records in Activity.