Table of Contents

Member pages in the ArtsPool App

Waqar Ahsan Updated by Waqar Ahsan

Each member of ArtsPool has a page (i.e., organization profile) in the ArtsPool App that contains certain useful information about the organization. To access your member page, select the My Organization link in the dropdown menu under your name in the top menu.

Financial snapshot

This snapshot, which is only visible to the Administrator role and your ArtsPool service team, is updated every 10 minutes and reflects your combined bank and credit card balances along with open payables/receivables. To view your bank balance separate from credit cards, click the View details link. The bank account balance(s) as shown on the Details report are your accounting balance(s), which differ from your bank ledger balance(s) as they include any uncleared payments or deposits (outstanding checks, deposits that have not cleared, etc).

Member info

This section contains information useful to ArtsPool, like a member's address, tax ID number, fiscal year-end, primary contact, phone number, and website. It also contains a couple of special email addresses that we use in our work with you.

Application address

This is a "magick" email address that will create a task in the ArtsPool App when you send an email to it. Unlike submitting tasks via web forms, submitting a task by email does not automatically route it to the appropriate ArtsPooler, so the emailed task needs to be manually routed by your Financial Operations Lead. This address is useful for forwarding emails to ArtsPool when you need to provide something quickly (e.g., information, documents, receipts, etc.). However, tasks created through the web form will result in a faster turnaround time since those tasks are automatically routed. For more information on using the application address, refer to the section Submitting tasks by email in Requesting work from ArtsPool.

Some words of warning
Word #1: Don't use the application address as a cc: on an email chain. It will create a new task for every response on the email chain (we're working on fixing this). It's better to submit to ArtsPool once you have discussed internally, or simply have your internal conversation on a comment thread on a task.
Word #2: Don't give the application address out to outside parties. The App is picky about who it will talk to and will reject emails from unknown users unless their email address matches your organization's domain.

Google Groups

We have two Google Groups for every ArtsPool member: [handle]-finance@artspool.co and [handle]-workforce@artspool.co, where "handle" is the text before the @ symbol in your application address.

We often use these email addresses on online accounts as a secondary billing address to receive automated receipts without ArtsPool needing to bother you. We also use them when setting up an account on your behalf and need a way to fetch secondary login codes, do password resets, etc. Feel free to use these addresses if you would like to configure any automated emails related to your finances or workforce to be sent directly to ArtsPool.

Team info

The team info section is divided into three sections: Organization team (your staff), Service team (ArtsPool staff), and External team (auditors). Within the Organization team, the Administrator role has special privileges that allow them to approve bills, approve payroll, and view the financial snapshot and summary.

Generally, your Administrator users should also be bank signatories since approving bills and payroll is equivalent to signing a check.

For more information on ArtsPool's service team roles, refer to ArtsPool: an introduction.

Services list

The services list on the left sidebar is used primarily by ArtsPoolers to maintain your organization's connections to two external systems: Xero (the accounting system) and BeyondPay (the payroll system).

How did we do?

Adding people to tasks

Keyboard shortcuts

Contact