Donor reporting pack: mapping one ledger to many templates

Societies reporting to several donors often maintain a parallel set of workbooks, because no donor template matches the ledger. Every one of those workbooks is an unreconciled second version of the truth.

The pack sets out a coding structure that carries donor, project, cost centre and activity on every transaction, and shows how the four most common donor templates map onto it.

What it is for

End the practice of reconstructing donor reports outside the accounting system.

Who it is for

Finance teams reporting to three or more institutional donors.

How to use it

Start from the chart of accounts section. Most reporting pain is a coding problem, not a reporting problem.