Finance Hub for Finance Leads

Create a collection

1. 01

   1Open Finance Hub and choose New collection.

2. 02

   2Add the purpose and fixed amount per recipient.

3. 03

   3Choose all active members or selected recipients.

4. 04

   4Add clear payment instructions and an optional due date.

5. 05

   5Review the expected total and send the collection.

Review member proof

6Open an active collection and find a recipient awaiting verification in the Recipient Payment Tracker. Open the submitted proof, then approve it or reject it with a reason. Finance Leads cannot review their own payment unless the strict combined-lead exception shown by Shapers applies.

Manage active collections

Authorized leads can edit the due date or stop a collection. Stopping preserves recipients, evidence, pending reviews, and confirmed history but removes future member submission actions.

Project budget queue

7Finance Hub also shows submitted project budget requests that you have permission to view or act on. Opening a request takes you to the project’s budget workflow, where the same approval order and evidence requirements apply.