Step By Step
Follow these steps in order. Each step is written for a first-time user and avoids accounting jargon where possible.
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Confirm VCSE type
During signup or onboarding, choose CIO, CIC, CLG, charitable trust or unincorporated association where appropriate.
Open full instructionsStep 1 visualConfirm VCSE type
During signup or onboarding, choose CIO, CIC, CLG, charitable trust or unincorporated association where appropriate.
A dedicated training visual for this step, focused on the exact action the learner should complete. -
Create project or campaign tags
Set up project, campaign or fund labels that will be used on income and expenses.
Open full instructionsStep 2 visualCreate project or campaign tags
Set up project, campaign or fund labels that will be used on income and expenses.
A dedicated training visual for this step, focused on the exact action the learner should complete. -
Record grant income
Capture grant source, amount, date, restriction and reporting requirements.
Open full instructionsStep 3 visualRecord grant income
Capture grant source, amount, date, restriction and reporting requirements.
A dedicated training visual for this step, focused on the exact action the learner should complete. -
Tag restricted costs
Assign expenses, purchases or mileage to the correct restricted fund or project.
Open full instructionsStep 4 visualTag restricted costs
Assign expenses, purchases or mileage to the correct restricted fund or project.
A dedicated training visual for this step, focused on the exact action the learner should complete. -
Prepare donor report
Use donor and stewardship fields to export a report for funders, trustees or internal review.
Open full instructionsStep 5 visualPrepare donor report
Use donor and stewardship fields to export a report for funders, trustees or internal review.
A dedicated training visual for this step, focused on the exact action the learner should complete.
Fields To Check
These fields matter most for this workflow because they affect records, reports, reminders or customer-facing documents.
| Field | Why It Matters |
|---|---|
| Restricted fund | Shows money that can only be used for a specific purpose. |
| Project/campaign | Groups income and costs for reporting. |
| Donor/funder | Supports stewardship and grant reporting. |
Tips
Use these checks when something does not look right or the user cannot complete the workflow.
- Restricted funds should be tagged at entry time, not reconstructed at year-end.
Related Guides
Move to the next workflow when this page is complete.