What is a gift of money?
The 'Gift of Money' functionality allows a user (with the appropriate permissions) to submit a payment request without the need to provide a receipt or corresponding paperwork. Although there is an option to upload a receipt if you would like.
In this article:
When to use the gift of money option
The 'Gift of Money' option is useful where the payment relates to external charitable giving or a discretionary monetary thank you gift or ex-gratia payment.
Transactions entered by this method will bypass the receipt-checking stage of the ExpensePlus workflow but will still require approval as normal.
Select gift of money from the purchases screen
Select gift of money from the purchases screen.
If you don't see the Gift of Money option on the purchases screen, check out this help guide article about enabling gifts of money.
Enter details for the gift of money
Enter the details for the gift of money and click submit.
Top tip: adding a document or receipts for Gifts of Money is optional, but it's good practice to document / evidence financial gifts that have been given.
The Gift of Money option within the purchases screen is only for one-off gifts. To find out how to manage recurring gifts of money, see this separate help guide article.
To help you better understand the Purchases module, please visit the module overview page here.