> For the complete documentation index, see [llms.txt](https://documentation.opencollective.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documentation.opencollective.com/fiscal-hosts.md). # FISCAL HOSTS - [Fiscal Hosts](https://documentation.opencollective.com/fiscal-hosts/fiscal-hosts.md): Fiscal Hosts can use the Open Collective platform to connect with Collectives, and complete admin tasks such as paying out expenses - [Why Become a Fiscal Host?](https://documentation.opencollective.com/fiscal-hosts/why-become-a-fiscal-host.md): Fiscal Hosts can help multiple Collectives to thrive by offering their legal status, a bank account and help with vital administration. - [Setting up a Fiscal Host](https://documentation.opencollective.com/fiscal-hosts/setting-up-a-fiscal-host.md): Create a Fiscal Host on Open Collective, and customize your info and settings to give Collectives an idea of what you offer - [Creating a Fiscal Host](https://documentation.opencollective.com/fiscal-hosts/setting-up-a-fiscal-host/creating-a-fiscal-host.md): You can get your Fiscal Host set up on Open Collective quickly by adding your details and linking your bank account - [Setting your Fiscal Host Fees](https://documentation.opencollective.com/fiscal-hosts/setting-up-a-fiscal-host/setting-your-fiscal-host-fees.md): As a Fiscal Host, you have the option to charge Host Fees to Collectives in return for your services. - [Fiscal Host Security (Old)](https://documentation.opencollective.com/fiscal-hosts/setting-up-a-fiscal-host/fiscal-host-security-old.md) - [Fiscal Host Security](https://documentation.opencollective.com/fiscal-hosts/setting-up-a-fiscal-host/fiscal-host-security.md): Open Collective features Two-Factor Authentication to help ensure the security of your account. This section features information and instructions for setting up and using 2FA for payouts. - [Fiscal Host Policies](https://documentation.opencollective.com/fiscal-hosts/setting-up-a-fiscal-host/fiscal-host-policies.md): Read on to learn how to set your Fiscal Host policies directly inside of your Open Collective dashboard. - [Fiscal Host Overview Dashboard](https://documentation.opencollective.com/fiscal-hosts/fiscal-host-overview-dashboard.md): The Fiscal Host Overview Dashboard allows admins to get a quick glimpse of recent activity, pending items, and financial status all on one page. - [Dashboard Navigation](https://documentation.opencollective.com/fiscal-hosts/dashboard-navigation.md): Reference for the fiscal host and organization dashboard sidebar, including how new Incoming Money and Outgoing Money menus map to older labels. - [Managing your Collectives](https://documentation.opencollective.com/fiscal-hosts/managing-your-collectives.md): Open Collective offers vital tools to help you grow and manage the Collectives you host - [Hosted Collectives](https://documentation.opencollective.com/fiscal-hosts/managing-your-collectives/hosted-collectives.md): Using Open Collective, a Fiscal Host can view all the Collectives it hosts, and filter by duration and fee structure. - [Collective Applications](https://documentation.opencollective.com/fiscal-hosts/managing-your-collectives/collective-applications.md): You can track which Collectives have applied to your Fiscal Host, and view all necessary information to make a decision - [Collecting Local Taxes](https://documentation.opencollective.com/fiscal-hosts/managing-your-collectives/collecting-local-taxes.md): Set up the necessary framework to collect local taxes - [Configure Invoices and Receipts](https://documentation.opencollective.com/fiscal-hosts/managing-your-collectives/configure-invoices-and-receipts.md): Customize the Invoices and Receipts that are generated by the platform on behalf of your Fiscal Host. - [Agreements](https://documentation.opencollective.com/fiscal-hosts/managing-your-collectives/agreements.md): Agreements were created to capture information that Fiscal Hosts may need to be aware of when they pay expenses. - [Vendors](https://documentation.opencollective.com/fiscal-hosts/managing-your-collectives/vendors.md): Need to attribute contributions or expenses to external entities that don’t want to use Open Collective? Set up a list of vendors specific to your Fiscal Host. - [Viewing your Host Reports](https://documentation.opencollective.com/fiscal-hosts/managing-your-collectives/viewing-your-host-reports.md): Fiscal Hosts can view their financial activity at a glance through our reports page, and keep track of their progress over time - [Freezing a Collective](https://documentation.opencollective.com/fiscal-hosts/managing-your-collectives/freezing-a-collective.md): Fiscal Hosts have the ability to freeze Collectives they host, which blocks them from taking action on Open Collective. - [Unhosting a Collective](https://documentation.opencollective.com/fiscal-hosts/managing-your-collectives/unhosting-a-collective.md): You can unhost a Collective via the Open Collective platform, but it must first have a balance of zero - [Receiving Money](https://documentation.opencollective.com/fiscal-hosts/receiving-money.md): This section offers tips and guidance on how to add money to your account or on behalf of your Collectives - [Bank Transfers](https://documentation.opencollective.com/fiscal-hosts/receiving-money/bank-transfers.md): With manual bank transfers, contributors can send money directly to a Fiscal Host's bank account without using a payment processor. - [Stripe](https://documentation.opencollective.com/fiscal-hosts/receiving-money/stripe.md): Use Stripe to receive payments via credit card, debit card, SEPA, ACH direct debit, Apple Pay and Google Pay. - [Adding Funds Manually](https://documentation.opencollective.com/fiscal-hosts/receiving-money/adding-funds-manually.md): Open Collective allows you to manually add funds to your budget to help account for money that comes into your Fiscal Host outside of our supported payment methods. - [Expected Funds](https://documentation.opencollective.com/fiscal-hosts/receiving-money/expected-funds.md): Sometimes you need to track a contribution before the money hits your bank account. Read on to learn how Open Collective enables you to manage expected funds. - [PayPal](https://documentation.opencollective.com/fiscal-hosts/receiving-money/paypal.md): Use PayPal to receive money for your collectives - [Expense Payment](https://documentation.opencollective.com/fiscal-hosts/expense-payment.md): This section includes information about paying expenses as a Fiscal Host on Open Collective - [Paying Expenses as a Fiscal Host](https://documentation.opencollective.com/fiscal-hosts/expense-payment/paying-expenses-as-a-fiscal-host.md): As a Fiscal Host admin, you will need to approve your Collective’s expenses and ensure they include all necessary information before being paid - [Understanding Security Checks](https://documentation.opencollective.com/fiscal-hosts/expense-payment/understanding-security-checks.md): When an expense is submitted to Open Collective, we carry out automated checks to identify potential concerns. - [Asking for Information about Expenses](https://documentation.opencollective.com/fiscal-hosts/expense-payment/asking-for-information-about-expenses.md): When paying an expense on Open Collective, a Fiscal Host may require more context or information from an expense submitter. - [Paying Expenses with Wise](https://documentation.opencollective.com/fiscal-hosts/expense-payment/paying-expenses-with-wise.md): Instructions on how to safely connect to Wise. - [Handling Payment Errors Through Wise](https://documentation.opencollective.com/fiscal-hosts/expense-payment/handling-payment-errors-through-wise.md): There may be times when an expense that is approved for payment on Open Collective encounters a problem with Wise. Here are some factors to consider. - [Paying Expenses with PayPal](https://documentation.opencollective.com/fiscal-hosts/expense-payment/paying-expenses-with-paypal.md): Use PayPal to send money for your collectives - [Chart of Accounts](https://documentation.opencollective.com/fiscal-hosts/chart-of-accounts.md): The Chart of Accounts feature is a tool to help organizations reconcile their Open Collective ledger with their off-platform accounting processes. - [People Tool](https://documentation.opencollective.com/fiscal-hosts/people-tool.md): The People tool is a fiscal host directory of individuals who interacted with your organization, with account details, KYC status, and financial history. - [Bank Account Synchronization](https://documentation.opencollective.com/fiscal-hosts/bank-account-synchronization.md): Streamline your financial management by connecting bank accounts directly to Open Collective. Automatically import, synchronize, and reconcile bank transactions with Platform activity. - [Virtual Cards](https://documentation.opencollective.com/fiscal-hosts/virtual-cards.md) - [Processing Refunds](https://documentation.opencollective.com/fiscal-hosts/processing-refunds.md): To ensure that the ledger remains accurate, Fiscal Host admins are able to process refunds through Open Collective. - [Platform Settlements](https://documentation.opencollective.com/fiscal-hosts/platform-settlements.md): Sometimes Fiscal Hosts need to pay Open Collective a share of tips and host fees. Read on to learn about how Open Collective handles the settlement process. - [Funds and Grants](https://documentation.opencollective.com/fiscal-hosts/funds-and-grants.md): How Funds and Grants let you disburse money to other organizations and individuals on Open Collective. - [Understanding Funds](https://documentation.opencollective.com/fiscal-hosts/funds-and-grants/understanding-funds.md): Who Funds are for, why they exist, and how funding decisions get made. - [Funds](https://documentation.opencollective.com/fiscal-hosts/funds-and-grants/funds.md): Create, manage, and export data for the Funds hosted under your Organization. - [Grants](https://documentation.opencollective.com/fiscal-hosts/funds-and-grants/grants.md): Review, approve, and manage Grant requests submitted to your hosted Funds. - [Certified Member](https://documentation.opencollective.com/fiscal-hosts/certified-member.md): Certified Members are active members of our nonprofit and are deeply committed to the platform's values and responsible use. - [Know Your Customer (KYC)](https://documentation.opencollective.com/fiscal-hosts/know-your-customer-kyc.md): KYC (Know Your Customer) verification is a critical process that helps organizations ensure compliance with regulatory requirements. It involves verifying the identity and legal information of account - [Closing a Fiscal Host](https://documentation.opencollective.com/fiscal-hosts/closing-a-fiscal-host.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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