Questions, answered

Click Get started, then use Proto to configure NGO + Donor + Project Mgmt for your business. Start with one organization, one active program, the people who own and review cases, and a funding case with a confirmed receipt.

A Funding Officer prepares it. The case links to a team member owner, and the Funding Reviewer records decisions with a reason.

Yes. fund events use Pledge and Receipt event types. A confirmed receipt carries the provider receipt reference.

The case has a restriction. A restricted allocation also carries a donor restriction and an amount for the proposed use.

The Allocation Reviewer checks the eligible receipt balance and restriction, then records the decision and reason.

Record attachments link the file, evidence type, uploader and visibility to the funding case.

Finance Officer opens the operation receipt, checks the key, result, external reference and failure reason, then investigates before retrying.

Programs link to organizations. Check the organization on the case and allocation as part of the handoff.

Operations Overview brings awarded funding, confirmed receipts, pending review decisions and failed operations into the authorized user’s scope.