BGC Accounting Portal

Accounting work queue

Invoice/Bill #	Type	Submitted	Party	Department	Coding	Amount	Status	Actions

Submit a vendor bill

Invoice scan and coding suggestions require human review

Invoice document *

Vendor

Invoice number

Invoice date

Due date

Amount

Split this bill across multiple accounts, classes, or departments

Department

Expense account

Class/location

Customer/job, if applicable

Item/service, if applicable

Description or coding context

Repeat this bill on a schedule

Creates the request automatically each period using the coding above. Every occurrence still needs the same approvals, and is flagged as awaiting its document until one is attached.

Customer invoice, pledge, or payment

What are you recording? *

Invoice to sendAccounting raises an invoice and sends it to the customer.PledgeA commitment to give. No invoice is sent to the donor.Money already receivedCash or a check arrived with nothing on file. Record it here so accounting can apply it.

Customer *

Amount *

Invoice date

Due date

Department

Item/service

Income account

Class/location

What are we invoicing for? *

Supporting document

Repeat this invoice on a schedule

Creates the request automatically each period using the coding above. Every occurrence still needs the same approvals, and is flagged as awaiting its document until one is attached.

Recurring schedules

Standing instructions that create a bill or invoice each period. Pausing keeps the original schedule, so resuming picks up any occurrence that came due while it was paused rather than skipping it.

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Incoming email

Attachments seen in the accounting mailbox. Nothing here is a live request until you file it.

User access

Show removedFinance administrator only

Add a board member

Board members sign in with their own Google account, including a personal Gmail address. Add the exact address they will use. They get the board dashboard only, never the accounting portal. No email is sent from here — once added, copy the message below and send it to them yourself. Someone with no Google account at all can be given a password instead, from the button on their row.

Name

Email *

User	Email	Role	Department	Active	Finance dashboard	Board dashboard

Sign in to the accounting portal

Accounting work queue

Submit a vendor bill

Customer invoice, pledge, or payment

Recurring schedules

Incoming email

User access

Add a board member