These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- NGO + Donor + Project Mgmt
- Process
- Disbursement and close
Disbursement and close
Review award use and evidence before closing a funding case.
Step by step
-
Inspect evidence Funding Reviewer
Funding Reviewer reads the award terms, supporting file and allocation.
- Read the award terms, supporting file and allocation.
- Updates Funding cases, Record attachments, Restricted allocations
-
Authorize use Funding Reviewer
Funding Reviewer records a reasoned decision on the disbursement.
- Record a reasoned decision on the disbursement.
- Updates Review decisions, Fund events
ApprovalA person approves before the work moves on. -
Reconcile outcome Finance Officer
Finance Officer records the provider receipt and operation result, then reconciles restricted balances before close.
- Record the provider receipt and operation result; reconcile restricted balances.
- Updates Operation receipts, Fund events, Restricted allocations
-
Close case Funding Reviewer
Funding Reviewer moves the reconciled active case to Closed.
- Move the reconciled active case to Closed.
- Updates Funding cases
Who does what
Roles and permissions- Funding Reviewer
- , Finance Officer.
- These people need a common case number and an agreed handoff point.
Set up NGO + Donor + Project Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.