Difference between revisions of "Funders"
From Charitylog Manual
(Created page with "Funders are one of the types of Organisations and People allowed in Charitylog. Funders are available to various other bits of the system. In particular, you can't set up a Pr...") |
|||
| Line 1: | Line 1: | ||
| − | + | [[File:helpheader_small.png|right]] | |
| + | |||
| + | The funders record allows you to record details about you core funders, this would also include those that fund service users. 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. | ||
| + | * '''Templates''' - Templates can be use to help manage the work flow of applications or tenders. | ||
| + | * '''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 [[Modules| 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 [[Modules| Invoicing Module]]. Simply use the accounts code field to activate. | ||
| + | * '''Funded Work''' - With the accounts code and funder details the funders are used with [[Modules| Funded Work module]]. | ||
| + | * '''Project Funding''' - Used for the Funding tab for the project funding options, including Project Funding Streams. | ||
Revision as of 12:32, 6 July 2018
The funders record allows you to record details about you core funders, this would also include those that fund service users. 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.
- Templates - Templates can be use to help manage the work flow of applications or tenders.
- 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.
