Yuppies Finance

How it fits together

Treasurers record entries here. Each save goes to the Yuppies Finance DB Google Sheet, and receipt photos go to its Receipts folder in Drive. The Users tab decides who can sign in, their role, and, if filled in, the one congregation they handle. Admins manage it in the app under More → Accounts.

Roles

• Admin: everything, plus accounts and approval settings.
• Treasurer: records, transfers, members, budgets and reports. Releases approved requests.
• Co-Treasurer: records collections and expenses (changes only their own), files requests. No reports.
• Adviser: sees everything and approves requests. Records nothing.
• Requester: files expense requests and follows them. Sees no other finance data.
• Viewer: sees everything, changes nothing.

Asking for access

• New people tap Ask for access on the sign-in screen, confirm their email with a code, and choose a PIN.
• They appear in the admin's Inbox and under More → Accounts. The admin picks their role and congregation and approves them.
• After that they sign in with their email and PIN. No more emails needed.

Expense requests

• Anyone allowed to file a request taps +, enters the amount and purpose, and can attach a quotation.
• It goes through the approval steps set by the admin in Settings → Approvals, for example Treasurer review, then Adviser approval. Later steps can apply only from a set amount.
• Approvers see it in their Inbox (the bell). Send link shares it in a group chat.
• Once fully approved, the treasurer taps Release and record expense. It becomes an expense linked to the request.
• An approver with a congregation on their account only approves that congregation's requests.

Signing in

• The first time on a phone, people get a 6-digit code by email, then choose a 4 to 6 digit PIN.
• After that they sign in with the PIN. Codes are only emailed again for a new phone or a forgotten PIN, which keeps the daily email limit free.
• To sign everyone out, run signOutEveryone in Apps Script.

Congregation treasurers

• Type a congregation in someone's Congregation column on the Users tab. They will only see and record that congregation's members, collections and expenses.
• Leave it blank for people who handle every congregation.
• Expenses can be charged to a congregation, so each congregation's report shows its own spending.

Updating the app

1. Apps Script: paste the new Code.gs, run setup once, then Deploy → Manage deployments → Edit → New version.
2. Cloudflare: Deployments → Create deployment and upload the zip.