CMS - Main Module

Display screenshots for reporting module

Projects

Create and edit details about projects which you need to fund.

Proposal Entry

Create/edit core data for proposals linked to projects.

Proposals

Display the proposals for a particular project, and enter data to trace their progress.

When a proposal is accepted, it can be converted via the main proposal screen (see above).

Contract Maintenance

Once a proposal is converted, it can be maintained using the contract form, which offers the option to keep an audit trail record of changes.

Contracts

Live Contracts can be browsed in the Contracts Tab, and further data added.

Most importantly, you can keep a record of the claims and receipts, and also monitor your donor reports.

Contract Claims

Here you can enter the claim schedule for the contract, and monitor receipts.

This data feeds into the income projection report, which gives you an organisational cash flow forecast as well as a historic record.

Donor Reports

Here you can enter the reporting schedule for the contract, and monitor which ones have been sent.

You are then able to monitor the situation regarding donor reports: which are due in the coming month or quarter, which are overdue etc (see Reporting Module).

Display screenshots for reporting module