Register incoming support
Keep donation, grant and event receipt sources with purpose claims, deposit evidence and unresolved restrictions.
Workflow blueprint
Nonprofit bookkeeping software should let every programme total return to its source
A source-to-program book, not exemption advice, restriction interpretation, tax treatment, audit assurance or a filing service.
Preserve funding and restriction sources, attach expense evidence, explain allocations, route journal proposals and keep board questions open.
TL;DR — Preserve funding and restriction sources, attach expense evidence, explain allocations, route journal proposals and keep board questions open.
Relate programme spending
Attach supplier or staff evidence, programme code, funding question and accountable approver.
Explain shared allocations
Retain the chosen basis, calculation, reviewer and affected reporting period for every proposal.
Prepare reviewable reporting
Connect proposed journals, programme comparisons, bank differences and board responses without filing conclusions.
Page-specific decision aid
A programme, funding source, restriction document, donation, grant, expense evidence, allocation proposal, approval, report and board-review book
The book follows one community programme funded by an unrestricted donation, a purpose-limited grant and an event receipt. A shared venue cost retains its allocation calculation, while a later board question opens a review instead of rewriting the report.
- ✓A restriction label is not legal interpretation.
- ✓A deposit is not contribution classification.
- ✓A programme total is not a filing conclusion.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Restrictions keep their source documents
- ✓Allocation basis stays visible
- ✓Corrections append after board reporting
- ✓Entity status deductibility recognition grant compliance tax filing valuation and audit excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow