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Get my money back
You paid for something of the society’s from your own pocket — the claim, the receipt, the decision, the wait.
In the books, the Wizard walks this task beside you and ticks each step from the books as it lands.
Start the claim
You paid for something of the society’s from your own pocket; this is how it comes back. Say what it was for, the vendor, the date and the amount. Split out the tax on the receipt if the receipt shows it — GST apart from HST, as the receipt states them.
The books split the tax by kind. What the society claims back on a purchase is the GST and the full HST as stated. The public service bodies’ rebate reads only the federal part of HST.
Driving instead of spending? A mileage claim asks the distance and the two ends of the drive. It prices itself from the rate the society has recorded in Settings.
(Done on the Claims page.)
Attach the receipt
On the claim’s own page, attach the receipt — a photo or a PDF. A flat amount with no receipt behind it is not a reimbursement. The decider reads the claim alongside its receipt.
A claim that looks like a copy of one already filed asks why it is a second claim. Answer in words and it goes in.
(Done on the Claims page.)
Send the claim in
Sending puts the claim in front of the person whose job it is. By the society’s recorded routing, that is whoever holds the Approver role first, unless the claim is their own.
From this moment the claim stands in the same state whether it was filed here or by your assistant in a chat. One record, two doors.
(Done on the Claims page.)
Another person decides it
Your part here is waiting. The app says plainly what you are waiting on: the name of the step, not a silent queue. You cannot decide your own claim.
The decider can approve it, or ask for more information, or turn it down with the reason stated. Their question comes back to you with the claim.
(Done on the Owed to you page.)
Watch it stand as owed
Approved means the society owes you the money, and Owed to you says so in those words, with the amount. If part is paid, the rest still stands as owed — the page never rounds an owing down to paid.
(Done on the Owed to you page.)
The money reaches your account
The treasurer pays the claim through the society’s banking, like any bill, and records the payment against it in the books. When the money lands in your account, this task is done; Owed to you will already read “paid”, with the date. The landing itself is a world step.
(Done on the by hand page.)