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New expense transparency page for collectives

Xavier Damman

Posted on February 18, 2020

I met with Liam from XR IST (International Support Team) last week in Brussels. One thing that they would love to see on Open Collective is the ability to take a snapshot of a collective for a given time range and see how they spent the money during that time.

For context, XR IST give grants to different XR chapters for a given period of time. So they need to be able to see how they spent the money between e.g. September and December 2019.

The current /expenses page (e.g. https://opencollective.com/XR-Belgium/expenses) doesn't give a good overview:


As a first step, maybe we can change the subtitle "All expenses" to "All expenses from XX/XX/XXXX till YY/YY/YYYY" where the user can change the date values (default values being "creation date", "today"). We should reuse the date component that we use for the export CSV on the /transactions page:

This would filter the list of expenses and the breakdown per category and recipient. It would also be great to show the breakdown as a pie chart with all the categories in the right column.

Questions: 
  • Does it still make sense to show "Available balance" if the time range is different than "all times"? Maybe we show instead the available balance at the beginning and at the end of the selected time range? (with the difference)
  • Maybe we should show the total amount spent for that time range

Stretch goal
It would be cool to have a /transparency page that would give a quick human readable overview of the budget of any given collective. An histogram with the breakdown per expense category would be very useful:

Being able to interactively select the month and/or time range would be neat to get a sense of how spendings evolve over time:
Likewise, offering some visibility on the revenue would be quite useful with a break down between one time and recurring donations and donations from individuals or organizations.

Next steps:
  • Come up with a wireframe and budget estimate
  • Get Liam and/or others from XR IST to confirm that this would be helpful to them
  • Find funding for it

Pauline Loroy

Posted on April 7, 2020

Hi there :) 
Dan asked me to publish the "Collective" and "Transparency" page designs, here they are!
Hope you like it :) 

Daniel Sum

Posted on April 22, 2020

Hi everyone, so the estimation for that is around 24-40 hours (including reviews/sync) is that ok ? I think after that that we could ease also the generation of annual/monthly report in PDF with the open collective data (it could simplify the monthly/annual review process).

Xavier Damman

Posted on April 27, 2020

Thank you, I've created a special fundraiser for that feature here: https://opencollective.com/community/contribute/transparency-report-feature-16424

If you are interested in this, please help us raise funds.

Jose Algorta

Posted on April 27, 2020

Hello, here in Italy we do have 2 fiscal host, 1 at national level and 1 in a local group. But all other local groups do need, if they want to, a fiscal host and some reporting and approval flow capabilities. This would be great also at national level (without the fiscal host). Unfortunately, language is a burden, having different languages would really help other small groups.

Saying it short, yes, the more this is open and useful for small groups, the better.
Thanks Xavier for your contribution!!
Regards

David Varga

Posted on June 3, 2020

I am from Extinction Rebellion Czech Republic and this feature would benefit our local, national, as well as, global community, I believe.

It was the only main issue that our finance team had when deciding whether to start using this transparent platform. This missing feature could create much better picture to our community and contributors. 

I met Liam and Xavier in few calls and I also agree this is what Open Collective lacks and would be a big improvement. We unfortunately cannot crowdfund for this feature at the moment, but let us know if we can somehow help (Eg. We may have few people that could help with coding or testing.)

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feature
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transparency
expenses
xr