To check the financial balance of your field unit, please visit the Field Fundraising Ledger from the link provided within the Field Leader sidebar for Google Workspace (see below), accessible from the right sidepanel in Gmail or Google Drive within a web browser. Please be sure you are in your Braver Angels Google account (BA logo in upper right).
Here's a video tutorial if you need it.
If you don't see any icons on the right sidepanel, you may need to click the Show side panel icon in the lower right corner of the screen as shown above.
Once you've signed the BA Data Privacy agreement, you'll need to refresh the sidebar and the unique resource links for your org unit(s) will be available. Click Fundraising Ledger and you'll see a dashboard filtered for your BA organization.
If you need help, please reach out to field-tech-support@braverangels.org
Alliance leaders: if you want to expand access to this dashboard to others, just add them to your Alliance's Google Group and provide them your Alliance's unique link. If you need help, please reach out to field-tech-support@braverangels.org
Things to know.
At present the Field Finance team updates your Field Unit ledger balance on a monthly basis. The current month's data is published once reconciled, typically by the 15th of the following month. This means that this month's data is not yet reflected in the ledger, and will therefore not automatically be pre-loaded onto your BILL Spend & Expense card. If you need to access funds immediately please contact the Field Finance team for assistance.
Similarly, the finance team updates your available balance in BILL Spend & Expense on a monthly basis. This means that if you have spent funds, your BILL Spend & Expense balance will drop below $1000, or your available balance. If your alliance does have additional funds in its account and needs their BILL Spend & Expense balance re-upped to $1000, or the available balance, before month end, contact the Field Finance team for assistance.