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- NGO + Donor + Project Mgmt
- Process
- Receipt recording
Receipt recording
Trace a pledge into a confirmed receipt and operation outcome.
Step by step
-
Record pledge Finance Officer
Finance Officer links a Pledge event to the funding case.
- Link a Pledge event to the funding case.
- Updates Fund events, Funding cases
-
Confirm receipt Finance Officer
Finance Officer records a Receipt event with provider receipt and amount.
- Record a Receipt event with provider receipt and amount.
- Updates Fund events, Funding cases
-
Check operation Finance Officer
Finance Officer reads the operation key and result before retrying an uncertain action.
- Read the operation key and result before retrying an uncertain action.
- Updates Operation receipts, Funding cases
Who does what
Roles and permissions- 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.