Revision as of 15:03, 15 February 2019

The Next of Kin records are automatically created from Next of Kins that are entered under the NOK & Contacts link on other records.

Within the record there are various options that are available to help you keep track of funding and applications:

• Projects - Projects can be setup to store contacts and work undertaken with funding applications with key dates for re-application. See Project Set Up for details.
• Templates - Templates can be use to help manage the work flow of applications or tenders. See Referral Templates for full details.
• Extension Databases - You can create custom fields to record details of core funding and any other funding types. You may wish to include items like donations or legacies, or these funders can be kept separate in a different record type if preferred.
• Paying Invoices (requires Invoicing Module - Funders can be used for direct payments to invoice for work provided to service users.

Hardcoded features

• Invoicing - The funder record is hardcoded to work with cost centres in the Invoicing Module. Simply use the accounts code field to activate.
• Funded Work - With the accounts code and funder details the funders are used with Funded Work module.
• Project Funding - Used for the Funding tab for the project funding options, including Project Funding Streams.

See Managing and working with Funders for additional information on managing funders.