Welcome to Solomon!

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For assistance, problems or questions, please email us.

solomon@reliant.org

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As we are experimenting with BILL for LT, you should still be familiar with the Event Advances rules and protocols as it relates to spending and approving purchasesread through Allowed Event Expenses so you understand what purchases are allowed for the LT Program.

The following articles from BILL will assist you as you learn this new platform.

  • Sending Funds
  • Splitting Transactions
    • The LT Finance Admin is responsible for splitting transactions that cover multiple accounting codes. For example, if a purchase at a grocery store is for snacks and plates, the transaction will need to be split into two - one for the snacks (Meals and Hospitality) and one for the plates (Supplies).


UI Expand
titleApproving a Transaction
  1. Inside BILL, navigate to the Transactions tab.
  2. Select the transaction you wish to approve.
  3. Review all the details (vendor, amount, allocated expense, notes, and most importantly, the receipt).
  4. If everything looks good, select Approve.
    1. If something doesn't appear correct, you may want to deny the transaction (see below).
  5. After your approval, the transaction will also need approval by the Reliant LT Admin before it's cleared.
UI Expand
titleDenying a Transaction

What does the Denied status mean?

We see two use cases for denying a transaction: 

  1. First, a transaction is coded incorrectly or has the wrong receipt attached. You can deny it, and it will kick back to the spender, allowing them to re-submit. You can leave Leave a comment to tell them why it was denied. 
  2. Second, some transactions fall outside of policy. If a spender makes a transaction for themselves with a BILL card or spends funds on an unapproved item(s), they will need to reimburse the LT fund themselves (which may also incur an admin fee and/or credit card fee).

If a transaction is denied, how will my spender know?

When a transaction is denied, BILL will send an email notification to the spender letting them know their transaction was denied and include the comment you left on the transaction. The email will look like this:

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