- Viewing Transfer Activity
- Depositing Funds
- Removing Credit Card Payment Method
- Transferring Funds
- Viewing Pool Balance
- Managing Low Threshold Pool Balance
An Organization’s Accounting section is home to all things financial across Bugcrowd, including:
- Transaction history
- Depositing funds into Crowdcontrol
- Transferring funds across programs
- Viewing balances across your programs
- Managing low threshold pool balance
This functionality is only available for Organization Owners.
To navigate to the Accounting section, after logging into Crowdcontrol, click Accounting.
Viewing Transfer Activity
By default, the Activity page is displayed. You can view all past rewards, with transfer and deposit activity available going forward.
Depositing Funds
You can deposit funds to an organization account in the following ways:
- Payment method (currently supports Credit and Debit Cards)
- Bank transfer
Depositing Funds Using a Payment Method
To deposit funds into an organization account using a payment method:
-
On the Activity page, click Deposit funds.
«left panel payment methods»The Deposit funds page is displayed.
-
By default the Use payment method option is selected.
-
Specify the following:
- Payment method: Select the payment method from the drop-down menu. If a payment method is not available, then add a payment method. For more information, see adding payment method.
- Amount: Specify the amount to be deposited in the destination account. There is a 4% surcharge for all deposits using credit/debit card payments.
- Destination: Select the destination pool where you want to transfer the funds.
- Include purchase order: To include a purchase order, select this option. Your Account Manager will then reach out to provide an Order Form for the requested deposit.
- Agree to the Terms and Conditions.
-
Click Submit deposit request.
The Your deposit has been submitted message is displayed.
Adding Payment Method
You can add a credit or debit card as the payment method. In accordance with PCI, data is stored securely with Stripe.
To add a payment method:
-
Go to Accounting tab and click Payment methods.
-
Click Add payment method.
-
In Nickname, specify the payment method name.
-
Provide the following card details:
- Name: Provide the name displayed on the card.
- Card number: Specify the card number.
- Card expiry: Specify the expiry date mentioned on the card.
- CVC: Provide the 3 to 4 digit security code number displayed on the card.
-
Provide the following billing details:
- First name: Provide the first name.
- Last name: Provide the last name.
- Billing contact email: Specify the person’s email ID associated with the billing address.
- Company name: Provide the company name.
- Address: Specify the address
- Suburb/city: Specify the city.
- State/province: Provide the state name.
- Zip/post code: Provide the postal code.
- Country: Select the country.
-
Click Add payment method.
The payment method is added and will appear in the Payment method drop-down menu when you choose the Use Payment Method option.
Depositing Funds Using Bank Transfer
To deposit funds into an organization account using a bank transfer, you must transfer funds from your bank to the displayed account. ACH and wire transfers are supported.
-
On the Activity page, click Deposit funds.
The Deposit funds page is displayed.
-
Click Use bank transfer.
The Transfer Details section displays bank information to enable the transfer.
-
Specify the following deposit details:
- Amount: Specify the amount to be deposited in the destination account. A 4% fee is included for all deposits using credit/debit card payments.
- Destination: Select the destination pool where you want to transfer the funds.
- Include purchase order: If you’re required to file a purchase order, select this option. Your Account Manager will then reach out to provide an Order Form for the requested deposit.
- Agree to the Terms and Conditions.
-
Click Submit deposit request.
The Your deposit has been submitted message is displayed.
Removing Credit Card Payment Method
To remove a credit card payment method:
-
Go to Accounting tab and click Payment methods.
-
Click Delete icon for the payment method that you want to delete.
A pop-up message asking for confirmation is displayed.
-
Click Remove.
The payment method is deleted and the following message is displayed. “Funding Source deleted successfully”
Transferring Funds
You can transfer funds only from an Organization Pool. If you’d like to transfer funds from a program, then contact your Account Manager.
-
On the Activity page, click Transfer funds.
The Transfer Funds page is displayed.
- Specify the following:
- Transfer source: Select the fund from where you want to transfer funds.
- Transfer destination: Select the destination pool to where the funds must be transferred.
- Amount: Specify the amount in USD.
- Note: Provide a reason for the fund transfer
-
Click Submit fund transfer.
Viewing Pool Balance
You can view the current balances across programs relative to your organization.
On the Accounting tab, click Program balances on the left-side.
Organization Owners will be informed of a low balance through an email alert.
When your organization’s pool balance is low, it is recommended to make a deposit.
Managing Low Threshold Pool Balance
As a Program Owner, you can set and manage the low threshold pool balance for your programs in Crowdcontrol. You must always make sure that your programs have enough funds to reward researchers for accepted submissions.
You can set the low balance threshold value per program and receive notifications to alert you when the reward pool balance has reached the limit. For information about how to subscribe for receiving the notification, see updating email notification settings.
To set the low balance threshold value:
-
For a program, go to Rewards and then click Pool Settings.
-
In Low Balance threshold, specify the low balance threshold value.
-
Click Save reward pool settings.
When your reward pool drops to or below the number, all program administrators will receive an email notification that the pool is getting low.
