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myfunds

The myfunds co-op tool allows you to create multiple funds to distribute between clients. This all-in-one allocation system features adjustable settings and defined user roles to make the process of pre-approving costs and submitting claims easy and proficient.

Your funds your way

Setup is as simple as assigning an administrator to build the fund and establish guidelines and settings and a fund manager review the pre-approvals and claims. You can specify the number of funding periods per year (quarterly, half-year, yearly), the starting month, a claims buffer period, and the options to have your funds roll over, pre-approved as required, and retired or reactivated. The manager can also adjust the funds for a current or previous period. The approval process takes only a couple clicks, with notifications automatically sent to the claims party. A fund use report is available to all users of the account to download for effortless tracking.