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- Donor Management System
- Process
- Fund event recording
Fund event recording
A restricted program award may lead to a pledge, then a receipt, then a disbursement. The finance officer records each event separately with its own date and amount. A received amount that differs from the pledge stays visible as a difference in the event history.
Step by step
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Find the awarded case Finance Officer
Finance Officer acts on the linked records. Check program, award and restriction.
- Check program, award and restriction.
- Updates Funding cases
-
Record the event Finance Officer
Finance Officer acts on the linked records. Choose the actual event type, date and amount.
- Choose the actual event type, date and amount.
- Updates Fund events
-
Match the provider reference Finance Officer
Finance Officer acts on the linked records. Keep the source receipt reference with the event.
- Keep the source receipt reference with the event.
- Updates Fund events, Funding cases
-
Reconcile the history Operations Lead
Operations Lead acts on the linked records. Compare linked events with the case award.
- Compare linked events with the case award.
- Updates Fund events, Funding cases
Who does what
Roles and permissions- Finance Officer
- , Funding Case Owner, Operations Lead.
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