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Submitting a budget plan for club/league approval
Submitting a budget plan for club/league approval

Setup your team's budget for the year and submit it to your club/league for approval.

Nicholas Lee avatar
Written by Nicholas Lee
Updated over a week ago

One of the most time-consuming tasks at the beginning of every season is to complete a budget and get approvals from your club/league. FlipGive makes this process easy!

Note: this process only works if your club is setup on FlipGive and have configured it so that teams require budget approvals. If they are not, have them contact us to get them added to FlipGive!

Receive team invite

Your club would have setup a budget plan for you to customize and you should of received an email notifying you that you've been added to the team. Click on the email to be taken to login and get started.

If you have not received an email, get in touch with your club or division manager.

Open Budget app

The next step is to login to FlipGive using the CTA button. Once complete the team you were just added to will become your active team. If prompted select the budget app and click "Get Started".

Budget FlipGive 2022-08-03 at 9.09.20 PM

You will land on the budget dashboard and be prompted to submit a budget plan for approval. Click "Submit Plan".

Budget FlipGive 2022-08-03 at 9.37.28 PM

Edit budget plan

Now you can edit the budget plan using the controls highlighted below. In a budget you have categories and under those categories you have estimates. You can rename categories and estimates and also create or delete them.

Make the necessary update to your team expenses this year and make sure you repeat the process for the income as well.

Expenses FlipGive 2022-08-03 at 9.38.26 PM

Submit for approval

Once you're happy with the changes submit the plan for approval.

Expenses FlipGive 2022-08-03 at 9.42.51 PM

You'll be prompted to add any additional comments.

Expenses FlipGive 2022-08-03 at 9.46.07 PM

Your club/league admin or division manager will be notified that you have submitted a budget for approval. They will then review and approve/reject/provide feedback - you will be kept up-to-date with the on-screen prompt the next time you visit the budget app.

Budget FlipGive 2022-08-03 at 9.48.31 PM
Budget FlipGive 2022-08-03 at 9.49.44 PM
Expenses FlipGive 2022-08-03 at 9.50.52 PM
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