Support Articles

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Passport as Application Field Type
Now a better way to manage passport! Managing passport information can be a challenge each participant may have a passport, may be applying for one, or even your favorites who don't even know.  ServiceReef has built a simpler way to manage passport data in a way that matches how your participants live life and manage their own passports.  Let's explore how this now works.   How do I make passport data part of an application?  A new field has been created in the application builder (both for the Master Application and the Event Application) to require passport field data.  You can drag and drop this block of data at any point into either of these applications.  We do recommend you not do both.  For most organizations this is best to keep at the event level as you may have a number of domestic events where a passport is irrelevant.  Once you have added this item you will also have the option to make these fields mandatory.   What information is collected? The fields include: Passport Status Full Name on Passport Passport Number Passport Date Issued Passport Issed By Passport Expiration Date Passport Image Upload (encrypted)   How do we access this information once it has been entered by the participant? If you add this as an application field, the data is accessible through the participants application and the export fields for your team.   Can the user update their information? Yes, ServiceReef dynamically links these question fields with the user's profile so they can go into their profile at any time and update any passport information.  You can instruct your participants to log into their accounts and find the Passport tab to the left of their account.      
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Budgeting Dashboard
Let’s talk a quick look around your budget dashboard or your overview page.  At the top you are going to see master progress bar showing how much you’ve spent (to what’s budgeted).  This is important so that you can quickly view at a master level and a granular level how you are doing (expense to budget).  You will have a quick view of your overall budget, amount raised (remember this does not influence any reconciliation reports), expense totals to date, and your current balance.  Below you will be able to explore each of the budget categories.     Can we export any of our data? Absolutely, it’s important that you have access to your data and have the ability to manipulate the fields as you need for other internal processes.  You can download both a reconciliation report and an expense report.  These export as Microsoft Excel files.     Why the time frames? ServiceReef breaks budgeting items into pre-event, event, and post-event.  This is helpful for you to create budgets for not only your main event but also retreats before the event and anything that might happen post event.     What are the budgeting categories? Travel Meals Lodging Project & Supplies Activities Emergency Other   Are the budgeting categories set? Yes, in order to produce the meaningful reports you are looking for we need to have a streamlined categorization of categories.  Trust us, you’ll appreciate this in the long run!     What do the colors mean? Green - spent under 80% of the budget Orange - spent over 80% but still under budget Red - spent over 100% of budget Who can access this page? Only those admins who have been given general financial management have access to view and edit this page.