Fiscal Host Dashboard
The Fiscal Host Dashboard is your one-stop-shop for seeing all the information and completing your actions as host admin.
Click the Dashboard button on your host page, while logged in as host admin. This button is nested inside the Actions menu.
Filter
Pending: expense has been submitted but not yet approved by the Collective's core contributors
Approved: Core Contributor has confirmed this expense is good to payout
Paid: past expenses already complete
Green button showing that an expense has been approved and there are sufficient funds. If you click this button, the expense will automatically be paid from the connected PayPal account.
Green button for manual payments. After paying via another method (bank transfer, etc), click this to deduct the amount for the Collective's budget in the system.
Host admins have permission to edit expenses at any time. For example, someone wasn't able to attach their receipt and emailed it instead, and you are adding it for them.
Note: If you edit an expense, it must be re-approved.
If you click the title of an individual expense, you will go to that expense's page. There, you can see all details and read or add comments.
PayPal allows you to pre-approve $2,000 at a time to be paid through the API. This is a security feature. This means after you've paid out $2,000 in expenses, you need to refill the balance. If you try to pay an expense and get an error about the PayPal balance, it's time to refill.
When you click "refill balance" you will be prompted to log in to PayPal, and afterwards you'll be taken back to your dashboard.
You can see the connected PayPal account in the top right. This is the account expenses will be paid out of.
If you manage multiple PayPal accounts, make sure it's the right one! If it's not correct, open PayPal in another tab and manually log out, then click "refill balance" and use credentials for the right account.
Payment errors will show in red next to the expense if they come up.
Common reasons for a payment to fail after clicking the "Pay with PayPal" button:
Need to refill the pre-approval balance
Click the 'refill balance' button
Insufficient funds to cover fees
There are not enough funds in the Collective to pay this expense. Many Collectives submit expenses in anticipation of future funding.
If a user submits an expense for 100% of the Collective's balance, there won't be enough to cover processing fees
Edit the expense total down to leave enough for the fees and inform the user by leaving a comment
User's PayPal account is restricted
Ask the user to log into PayPal and resolve the issue on their side
You can access a list of all your hosted Collectives by clicking on the Hosted Collectives tab. With the first dropdown menu, you can sort them by the period of time you've hosted them from the most recent to oldest and oldest to most recent. You can also filter them by fee structure: by global host fee or custom fee.
To add a custom fee to a specific Collective, either find them listed on the page or look for them by name on the search bar. Once you find the right Collective, click on the Fee structure button (the one with a set of lines).
You will be prompted to either choose your global fee structure or to create a custom fee for this specific Collective. Don't forget to save your changes!
This section needs additional documentation. You can contribute by editing this document on https://github.com/opencollective/documentation/blob/v2/fiscal-hosts/fiscal-host-dashboard.md.
Shows all incoming contributions.
