Table of contents#
WELCOME#
Why Open Collective?#
Getting Started#
- Getting Started
- Explore
- Setting up your Account
- Editing your Profile Page
- Customizing your Page Layout
- Adding and Removing Team Members
- Your Dashboard
- Understanding Contributions
- Understanding Expenses
- Tracking an Expense
- Creating an Organization
Advanced#
- Notifications
- Preview Features
- Permalinks and Public IDs
- Activity Log
- Security For Accounts
- Keeping your Community Updated
- Verification
- Understanding the Ledger
- Exporting Your Data
- Deleting your Account
COLLECTIVES#
- Collectives
- Creating a Collective
- Choosing a Fiscal Host
- Raising Money
- Managing Money
- Spending Money
- Events
- Changing Fiscal Host
- Closing a Collective
GIVING TO COLLECTIVES#
- Giving to Collectives
- Contributing
- Contributing as a Guest
- Payment Methods
- Platform Tips
- Sharing your Support
- Making a Recurring Contribution
- Managing Receipts
- Giving to Other Collectives
- Giving as a Company
- Requesting Refunds
EXPENSES AND GETTING PAID#
- Expenses and Getting Paid
- Submitting Expenses
- Editing an Expense
- Payment Processor Fees
- Getting Paid through Wise
- Understanding Tax Requirements
FISCAL HOSTS#
- Fiscal Hosts
- Why Become a Fiscal Host?
- Setting up a Fiscal Host
- Fiscal Host Overview Dashboard
- People Tool
- Managing your Collectives
- Receiving Money
- Expense Payment
- Chart of Accounts
- Bank Account Synchronization
- Virtual Cards
- Processing Refunds
- Platform Settlements
- Funds and Grants
- Certified Member
- Know Your Customer (KYC)
- Closing a Fiscal Host
