Grants

Access comprehensive Grant profiles that streamline the process of tracking transactions and managing reporting schedules.

Introduction

Use grant profiles to ensure that the financial resources are accurately assigned to the respective grants, enabling precise budget management and spending oversight.

Tag transactions to specific grants, allowing you to accurately track income and expenses related to each grant. This tagging system provides a clear and detailed view of how funds are being utilized.

Review the Grant Profile

Step 1: Click to Open the Grant Profile

Step 2: Review the Grant's Details

a. Review the grant's name.

b. Review the total pledged* amount of the grant.

*The pledged amount is a metric to track the grant total and does NOT represent funds in your account.

c. Review the grant ID.

d. Review the donor of the grant.

e. Review the signature date.

f. Review the reporting schedule.

g. Review the grant's start and end date.

Step 3: Review the Grant's Funded and Available Amount

a. Review the total funded* amount.

*Tag deposits to this grant to see the funded amount increase, which represents the amount that is in your account.

b. Review the available* amount.

*The available amount is calculated by subtracting all tagged expenses from the pledged amount.

Step 4: Open the Transactions Tab

Click the 'Transactions' tab to open the list of transactions tagged to this grant.

Click 'Export Transactions' to download all the transactions tagged to this grant.

Step 5: Open the Other Tab to Review All Attachments

Click the 'Other' tab to open the documents saved to this grant profile.

Click 'Add an Attachment' to upload any documents to the grant profile, such as the Grant Award Letter, the reporting schedule, previous reports, etc.