<< Show table of contents >>   Fundings > Donor management

The Donor Management functional area gives you an overview of all donors in your organisation. Your organisation's donors are created and managed centrally here. Before you create projects, you should enter the data and requirements of the donors here.

In addition to the Master data of a donor you get an overview of:

▪All Project fundings agreed with the latter,

▪Persons who serve as contact persons for the donor,

▪reporting currency schemes of the donor, with which you can map their currency conversion specifications in detail,

▪Donor budget structures which can serve as templates for budget structures in projects in which the donor is involved.

Donor management is the starting point for all important settings with which you implement donor requirements. In your projects, you create the project-specific master data for journals, funding, budget structures, etc. Donor management is about making donor-specific settings that apply to all projects in your organisation as centrally and efficiently as possible.

Please note the following correlations:

▪A donor can have any number of Project fundings (the donor can finance any number of projects). However, only one donor can be assigned to each project funding. If several donors are involved in a project, create a separate project funding for each donor of the project. Project funding represents a funding contract for a project with a donor.

▪Own funds (e.g. from donations) are treated in exactly the same way as fundings from other donors. Set up your own organisation as a donor for such fundings.

▪A Project and its journals can be assigned to several project fundings (= several donors).

▪Each Voucher can only be allocated to one project funding. If several fundings are available in a journal (donor funds, own funds, ...), one of them must be selected in WINPACCS Accounting This means that costs (and income, if applicable) can only be settled with one donor (or client, if applicable). However, in WINPACCS Accounting and in Controlling you can split the amounts and allocate the partial amounts to different fundings (= donors).

▪reporting currency schemes define in detail how amounts in voucher currency or company currency are converted into the donor's reporting currency. You can set these requirements at project level if special conditions apply to individual projects. However, it is generally advisable to implement donor specifications centrally so that you do not have to redefine them for each project. Depending on the setting, you can, for example, change exchange rates centrally for all projects for which a donor has the same specifications.

▪With Budget structures you form the Budget lines of your donors or your organisation's classification criteria. You can use up to six budget structures per project. In other words, you can assign vouchers to up to six additional classification criteria in addition to the accounts for accounting and project funding. In project controlling, you can create budgets based on the project's budget structures. You also use budget structures to record and analyse quantities. Project controlling enables complex analyses and reports based on all these features.

▪Optionally, you can link in a project under Funding> Budget structures (not in the central Donor management) a budget structure with project funding. This means that only vouchers that are assigned to this project funding, can be assigned to the budget structure in WINPACCS Accounting and in Project controlling. If the voucher is assigned to another project funding, the budget structure is not available.

Functions

Overview of donors