From 0e3704cbb72e64abefeda9d1287e8b18ac6aa3ba Mon Sep 17 00:00:00 2001 From: Cursor Agent Date: Sun, 5 Jul 2026 16:04:59 +0000 Subject: [PATCH] docs: document unreplied payment requests and last-comment filters Cover frontend #12136 and API #11724: Unreplied tab on Issued Payment Requests, revamped Last Comment By filter options on expense lists, and clarified Unreplied shortcuts on the fiscal host Overview To do list. Also note that update emails show embedded videos as linked preview images (API #11954). Co-authored-by: Benjamin Piouffle --- .../updates-and-contact.md | 2 ++ .../submitting-expenses/README.md | 15 +++++++++++++++ .../paying-expenses-as-a-fiscal-host.md | 14 +++++++++++++- fiscal-hosts/fiscal-host-overview-dashboard.md | 4 ++-- fiscal-hosts/funds-and-grants/grants.md | 2 +- organizations/managing-organization-finances.md | 4 +++- 6 files changed, 36 insertions(+), 5 deletions(-) diff --git a/advanced/keeping-your-community-updated/updates-and-contact.md b/advanced/keeping-your-community-updated/updates-and-contact.md index 3c53067..bea5f95 100644 --- a/advanced/keeping-your-community-updated/updates-and-contact.md +++ b/advanced/keeping-your-community-updated/updates-and-contact.md @@ -37,6 +37,8 @@ You can use our rich editor to send messages, and include photos and videos if y Your updates will be emailed to your contributors and appear publicly on your Collective page. But you can click the “Private Update” box when drafting your message if you only want it to be visible to your contributors. +When an update email includes an embedded video (for example, YouTube), recipients see a preview image linked to the video instead of an inline player. Clicking the preview opens the video in their browser. This keeps update emails lightweight while still letting contributors watch embedded content. + {% hint style="info" %} diff --git a/expenses-and-getting-paid/submitting-expenses/README.md b/expenses-and-getting-paid/submitting-expenses/README.md index fa4a90c..6e48b6d 100644 --- a/expenses-and-getting-paid/submitting-expenses/README.md +++ b/expenses-and-getting-paid/submitting-expenses/README.md @@ -152,3 +152,18 @@ By selecting the **More Actions** menu for the expense, you can edit it, downloa Downloading an expense is only available for invoices, and not reimbursements. {% endhint %} + +## Tracking your payment requests + +Use **Dashboard > Incoming Money > Issued Payment Requests** to follow payment requests you have submitted. Tabs at the top help you focus on what needs attention: + +| Tab | Shows | +| --- | ----- | +| **All** | Every payment request you submitted | +| **Issued** | Pending or approved requests still in progress | +| **Unreplied** | Requests where someone else left the last comment and is waiting for your reply | +| **Paid** | Requests that have been paid | + +The **Unreplied** tab lists active requests (pending, approved, on hold, incomplete, or in error) where the most recent comment was not from a payee administrator. Use it when a Collective admin, Fiscal Host admin, or teammate asked a question and you still need to respond. + +You can also use the **Last Comment By** filter to narrow the list—for example, to see requests where a Fiscal Host admin commented last. diff --git a/fiscal-hosts/expense-payment/paying-expenses-as-a-fiscal-host.md b/fiscal-hosts/expense-payment/paying-expenses-as-a-fiscal-host.md index 954b0a6..7ccf2ed 100644 --- a/fiscal-hosts/expense-payment/paying-expenses-as-a-fiscal-host.md +++ b/fiscal-hosts/expense-payment/paying-expenses-as-a-fiscal-host.md @@ -45,11 +45,23 @@ There you will see a list of expenses, which you can filter by: * Type * Payout Method * If an expense has a virtual card receipt -* Who made the last comment +* **Last Comment By** — who left the most recent comment on the expense * Associated account * Tag * Status +**Last Comment By** options include: + +| Filter | Meaning | +| ------ | ------- | +| Expense Submitter | The person who submitted the expense commented last | +| Collective Admin | A Collective admin commented last | +| Fiscal Host Admin | A Fiscal Host admin commented last | +| Anyone but Host Admin | The last comment was not from a Fiscal Host admin | +| Anyone but Payee admin | The last comment was not from a payee administrator | + +Use **Anyone but Host Admin** to find expenses where a submitter or Collective admin is waiting for your reply. From **Overview > To do**, the **Unreplied** shortcut opens **Pay Disbursements** with this filter applied. + You can also order by newest or oldest first. ### Expenses Explained diff --git a/fiscal-hosts/fiscal-host-overview-dashboard.md b/fiscal-hosts/fiscal-host-overview-dashboard.md index 32bd0ea..0ef6cb9 100644 --- a/fiscal-hosts/fiscal-host-overview-dashboard.md +++ b/fiscal-hosts/fiscal-host-overview-dashboard.md @@ -22,7 +22,7 @@ The To do module consolidates items that may need your attention. Clicking a but The specific items featured in the To do list are: * Expenses - * Unreplied + * **Unreplied** — approved, on hold, incomplete, or error expenses where the last comment was not from a Fiscal Host admin (someone is waiting for your reply) * To Pay * Missing Receipts * On Hold @@ -32,7 +32,7 @@ The specific items featured in the To do list are: * Disputed * In Review * Applications - * Unreplied + * **Unreplied** — pending applications where the applicant commented last and is waiting for your reply * Pending
Screen shot of the To do section.
diff --git a/fiscal-hosts/funds-and-grants/grants.md b/fiscal-hosts/funds-and-grants/grants.md index bb34fca..a44c90e 100644 --- a/fiscal-hosts/funds-and-grants/grants.md +++ b/fiscal-hosts/funds-and-grants/grants.md @@ -36,7 +36,7 @@ You can also filter by other properties by clicking the "+ Add Filter" button ne * Amount * Accounting Category * Payout method -* Last Comment By +* **Last Comment By** (Expense Submitter, Collective Admin, Fiscal Host Admin, Anyone but Host Admin, or Anyone but Payee admin) * Account * Tag * Beneficiary diff --git a/organizations/managing-organization-finances.md b/organizations/managing-organization-finances.md index 0962edd..dc41703 100644 --- a/organizations/managing-organization-finances.md +++ b/organizations/managing-organization-finances.md @@ -31,7 +31,9 @@ If you do not want to link these services, you can pay expenses by other means o Organizations that manage their own finances on Open Collective can review and pay expenses from **Dashboard > Outgoing Money > Payment Requests**. -This page lists payment requests submitted to your Organization. You can filter by status, amount, payout method, and other criteria, and use tabs to switch between **All**, **Pending**, **Approved**, **Rejected**, and **Paid** requests. +This page lists payment requests submitted to your Organization. You can filter by status, amount, payout method, **Last Comment By**, and other criteria, and use tabs to switch between **All**, **Pending**, **Approved**, **Rejected**, and **Paid** requests. + +Use **Last Comment By** to find requests where a specific role commented last—for example, **Anyone but Payee admin** to see requests waiting for a reply from the submitter. When your Organization has connected Wise or Stripe, a **payment processor overview** appears at the top of the page. For each connected processor, it shows: