Approve credit requests and adjust balances

Members ask for flexi or power credits, and somebody has to say yes or no. You can do it on the credits tab of the performance dashboard, beside the board the request is about.

Approving, declining and adjusting need the app owner, or an account whose profile role is admin or staff, in the member’s district. An agency manager sees the board and the balances, with no Approve control and no Adjust button.

The tab reads Credits when your district runs both pots, and Flexi Credits or Power Credits when it runs one.

Decide a request

The queue sits at the top of the tab, above your own balance and the board. It’s called Flexi Credits requests or Power Credits requests, with a badge such as 3 waiting, and the oldest ask comes first.

Each row names the member, what they want and their reason, with how long ago they asked. Longer details and attached files sit underneath, and a file opens where it is.

To decide one:

1. Open the credits tab and pick the pot, if your district has both.
2. Read the row and open any files.
3. Type a note in the box under the row, if you want to send one back.
4. Press Approve or Decline.

Request approved appears with the member’s new balance. Open the info mark beside the queue’s title: approving moves the credits itself. The balance and the ledger row change in the same step, so an approved request always has its credits.

The member gets a notification of the decision, with your note on it if you wrote one.

Approving a deduction bigger than the member’s balance is refused, and the message says what they hold now. A request can never take anyone below zero.

The last 8 decisions stay under Recently settled, marked approved, declined or cancelled by member. A paperclip and a number mark one that came with files.

Decide from the notification bell

Every admin and staff account in the district gets a new request in the bell, with Approve and Decline on it. Nobody is notified of their own request.

A flexi ask over 50 credits, or a power ask over $500, turns the first press of Approve into a Confirm button that names the amount. A big request takes 2 taps.

Adjust a balance by hand

When you can move credits, every row on the board carries an Adjust button. On a phone it’s the sliders icon on its own.

To change a balance:

1. Press Adjust on the member’s row.
2. Choose Add or Deduct.
3. Type the amount.
4. Write a Reason of at least 5 characters.
5. Check New balance:, then press Add Credits or Deduct Credits.

The dialog opens empty on Add every time, so one person’s figure never carries over to the next. Open the info mark beside Reason: the member reads it in their transaction history.

Flexi amounts are in credits, down to 0.1. Power amounts are typed in dollars and move in $1.20 steps. When your figure doesn’t land on a step, the dialog names the nearest one.

Caution

A deduction by hand can take a balance below zero. The dialog warns you in amber and marks the new balance as owed back to the district, then lets you go ahead.

On the day a pot is switched on nobody holds anything, and the board would read No flexi credits earned yet. Anyone who can move credits gets the unranked roster instead, so there’s a row to press Adjust on.

Note that the board leaves out people hidden from the leaderboard. To reach them, use the pot’s tab in the admin dashboard, which lists every member. See Set up flexi and power credits.

FAQ

I’m a manager. Why can’t I approve?

The rule reads the account’s profile role, and managing an agency doesn’t change that. Ask an admin in your district to decide the request.

Can a request push someone below zero?

No. An approval that would is refused. Only a deduction by hand can go past zero.

Two of us pressed Approve at once. Was it paid twice?

No. The first decision locks the request, and the second is told it was already approved.

What does the member see when they ask?

See Ask for flexi or power credits.