Navigating the Fund Request Process in the Bill Spend App.
This guide will walk you through the process of requesting funds for your program card using the Bill Spend app, ensuring you have the resources you need when you need them.
Accessing the Fund Request Feature
- Open the Bill Spend app on your mobile device
- Look for the "+" sign, typically located at the bottom of the screen
- Tap the "+" sign and select "Request Funds" from the options presented
Submitting a Fund Request
- Enter the amount you're requesting
- Provide a brief description or reason for the request
- Attach any supporting documentation if required
- Review your request for accuracy before submitting
Understanding Budget Updates
- Budgets are updated every other Friday
- These updates reflect your program's current financial status
- Plan your fund requests accordingly to align with these bi-weekly updates
Monitoring Your Finances
- Regularly check your emailed semi-monthly financial statements
- These statements provide a comprehensive view of your overall available funds
- Use this information to make informed decisions about fund requests
Payroll Considerations
- For programs with employees and ongoing contractors:
- Two months of payroll will be reserved from the overall available spend
- This ensures continuity in payroll obligations
- Factor this reserve into your fund request planning
Best Practices
- Submit fund requests well in advance of when you need the funds
- Keep detailed records of your requests and their purposes
- Regularly reconcile your expenses against your fund requests
Troubleshooting
- If you encounter issues with the fund request feature, ensure your app is up to date
- For persistent problems, contact Bill.com's support team in the app
Compliance and Accountability
- Ensure all fund requests align with your program's approved budget and NOPI's policies
- Be prepared to provide additional documentation if requested
Getting Help
- Attend our weekly open office hours for personalized assistance with fund requests
- Refer to our knowledgebase at https://faq.thenopi.org for more detailed guidance
By mastering the fund request process, you'll ensure your program maintains a healthy cash flow while adhering to NOPI's financial management practices. Responsible fund management contributes to your program's overall success and strengthens the entire NOPI ecosystem.