Questions, answered

Click Get started, then use Proto to configure Donor Management System for your business. Start with one organization, one program and a real funding case. Assign an owner and reviewer, then rehearse a decision and receipt review.

It is the record for a request, with its subject, organization, program, owner, due date, requested amount and status. Award details can be recorded on the same case.

Create a program under an organization with its code, contact details and eligibility note. Link the funding case to the program it concerns.

Record the financial movement as a fund event on the parent case. A donation receipt is a separate record with donor text, date, amount, status and provider receipt reference.

Assign a receipt reviewer separate from the finance officer who prepares it. The reviewer records a decision and reason against the linked case evidence.

Yes. A record attachment links a titled file to a case and carries an evidence type, upload time, uploader and internal or shared visibility.

Open a failed operation result. Read the action, expected revision and failure reason, then inspect its parent case and review decisions.

Record the correction against the current case and retain the earlier decisions and attachments. A reviewer records a new reasoned decision for the changed scope.

Compare the case award with linked fund events and check the provider receipt reference against the outside source. Read a donation receipt as its own review record.