Access Fund · Access Fund · staff
Payouts, patterns and the close — never an award.
What staff would do: payouts and the monthly close. Staff never decide an award.
Access Fund · Access Fund · staff
Payouts, patterns and the close — never an award.
Staff cannot decide an award, hurry one, or reopen one; no such screen exists. The one moment a name is seen is the invoice at payment, and that opening is logged under the staff member’s name.
Payouts due
- No payout without a W-9 on file — request it from here.
- Two admins over a published threshold [ILLUSTRATIVE]; the second cannot be the one who opened the invoice.
- Duplicate-invoice and payee-share flags block the button until read.
- ACH batch export; the refund path when a plan later pays.
Nothing is due. Nothing has been awarded.
Refunds
A plan that pays on appeal: the payee refunds the fund, the ledger takes a correcting line, and the person’s cap comes back the same day.
Eligibility that arithmetic could not settle
Payee only — what was asked for is not shown to staff. Is this a laboratory, a practice, a pharmacy or a vendor that takes a direct payment?
No open calls.
Duplicates the code caught
None. The rule: same payee, same thing, same record, inside 90 days.
Applying to be a payee
A lab, practice, pharmacy or vendor asks to be paid directly; staff check the invoice address and bank on the W-9 and nothing else.
No applications.
Payees on file
None. Every payee will be listed publicly with what it was paid.
Reconciliation
The bank statement against the ledger, differences only, and a correcting line when they disagree. The reconciliation is itself a ledger line.
No statement, no ledger, nothing to reconcile.
Audit log · every staff action on the fund
Append-only. Opening an invoice, paying it, requesting a W-9, closing a month — each a line under a name, exportable.
No actions. No fund.