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DeepERP for

NGO and donor-funded projects

Non-profits running donor-funded projects: grants as projects, restricted and unrestricted funds, spending against donor budget lines, shared-cost allocation and donor reports.

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Workflows for your business

  • Grant lifecycle
  • Spending against a grant
  • Shared cost allocation
  • Donor reporting

Your starting setup

  • Programme services
  • Programme supplies

Work organized around your team

  • Programme manager
  • Project officer
  • Finance officer
  • Donor reporting officer

Your industry setup is reviewed before it is applied. Available tools depend on your package and each person's access. Your team retains approval of sensitive actions.

Workflows for your business

Grant lifecycle

From proposal to close-out: award signed, set up with donor budget lines, tranches requested and received as restricted funds, and unspent funds agreed.

  1. Proposal and budget submitted to the donor
  2. Award agreement signed
  3. Grant set up as a project with donor budget lines
  4. Tranche requested or invoiced
  5. Funds received as restricted
  6. Grant closed out; unspent funds agreed with the donor

Spending against a grant

Every spend requested against a donor budget line, checked for eligibility and budget, approved, and paid by a person.

  1. Spend requested against a budget line
  2. Eligibility and budget line checked
  3. Spend approved
  4. Paid in a payment run

Shared cost allocation

Shared office and support costs gathered monthly and allocated to grants on the basis each award allows.

  1. Shared costs gathered for the month
  2. Allocation basis approved per grant
  3. Allocated to grants
  4. Programme managers confirm their share

Donor reporting

The grant's period closed, the financial report prepared from the ledger by budget line, approved and sent to the donor.

  1. Period closed for the grant
  2. Financial report prepared from the ledger by budget line
  3. Report approved before sending
  4. Sent to the donor

Scope to review with your team

  • There is no fund-accounting module yet: grants are projects, donor budget lines are a dimension, and restricted funds are tracked through the grants-received-in-advance account.
  • Donor report formats differ by donor; the report gives the figures by budget line and the programme manager fills in the donor's template.

See this industry in DeepERP

Tell us how your business works. We will walk through the relevant workflow and confirm what is included before you choose your setup.

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