Grants and restricted funds

The captions from the video, as text, so people and search engines can read the same story.

Grants in Customer Flow treat donor money as a file, with approvals and an audit trail.

If the budget is a spreadsheet and the report is email, you cannot show the donor one record.

Restricted funds are tagged to a purpose so they do not silently pay a different program.

Proposals, agreements, and receipts sit on the grant.

A payment can wait for a recorded yes. Chat is not the authorization.

Donor reports come from the same file you already work in.

Finance and the grant share the company, so books and program spend can agree.

NGOs and universities run grants beside purchasing and HR in one login.

Keep one donor file at thecustomerflow.com with papers, spend, and the trail.