Organization Accounting

An Organization’s Accounting section is home to all things financial across Bugcrowd, including:

  • Transaction history
  • Depositing into Crowdcontrol
  • Transferring across programs
  • Viewing balances across your programs

This functionality is only available for Organization Owners.

To navigate to the Accounting section, after logging into Crowdcontrol, click Accounting.

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.

transfer-activity

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:

  1. On the Activity page, click Deposit funds.

    click deposit funds «left panel payment methods»

    The Deposit funds page is displayed.

  2. By default the Use payment method option is selected.

    use payment method option selected

  3. 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.

    use payment method options

  4. Click Submit deposit request.

    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:

  1. Go to Accounting tab and click Payment methods.

    payment methods

  2. Click Add payment method.

    click add payment method

  3. In Nickname, specify the payment method name.

    specify nickname

  4. 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 card information

  5. 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.

    provide billing information

  6. Click Add payment method.

    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.

  1. On the Activity page, click Deposit funds.

    click deposit funds

    The Deposit funds page is displayed.

  2. Click Use bank transfer.

    select use bank transfer

    The Transfer Details section displays bank information to enable the transfer.

    transfer details section

  3. 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.

    deposit details

  4. Click Submit deposit request.

    click submit deposit request

    The Your deposit has been submitted message is displayed.

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.

  1. On the Activity page, click Transfer funds.

    transfer-funds

    The Transfer Funds page is displayed.

    transfer-funds-page

  2. 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
  3. Click Submit fund transfer.

    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.

program-balance

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.


Onboarding
Account Management
Program Management
Reporting
Submission Management
Integration Management