brightwheel

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Program finance management 

[For Admins] Learn how to set up brightwheel Expense Tracking features to manage business expenses effortlessly!

Getting started with Expense Tracking

[For Admins] Learn how to classify your expenses and income to stay organized.

Organize expenses into categories

[For Admins] Learn how to report on your program expenses and profit.

Report on & export program expenses

[For Admins] Learn how to upload receipts for, split, edit and delete your expense transactions.

Manage expense transactions

Learn how to manage your program expenses and income!

Expense tracking

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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