v2.4.0 (Stable)
A full picture of your organization's financial health — from individual donations to monthly budget comparisons. All records are auditable and linked to source documents.
Navigate to Finances > Donations to log all incoming contributions. Donations can be categorized as Cash or In-Kind. Cash donations automatically generate a corresponding Income record so the amount appears in the Finance Dashboard totals. In-kind donations can be linked to inventory items to automatically update stock levels when items are received.
Finances > Expenses is where you record all outgoing costs. Each expense requires a category (e.g., Food, Medical, Utilities, Salaries), an amount, a date, and optionally a receipt file. Expenses are immediately reflected in the Finance Dashboard and subtracted from your net balance calculations.
Finances > Income lets you record non-donation income such as grants, government allocations, business unit revenue, and interest. Each income record can be tagged to a Business Entity (Finances > Entities) to track which funding source it came from. This supports per-entity financial reporting.
The Finance Dashboard provides a real-time overview of Month-to-Date income vs. expenses, a running net balance, and breakdowns by category. Use the filter panel to narrow data to a specific date range or preset (This Month, Last 30 Days, This Year). If your expenses exceed your income in a given period, the system will surface a Deficit Alert to draw attention to the shortfall.