Events, donations & expenses
Fund-raising events such as Ramadan or construction, every donation with a receipt, and every expense with a voucher.
What it does
- Events: name, type, status (planned, active, closed), dates, target amount, description and sponsorship items (for example Ifthar kit ₹650 with a target of 100).
- An event shows progress to target, donations, pledges paid, spent and balance, and lists sponsorship, pledges, donations and expenses.
- Pledges: a family or member promises an amount by a date, and pays it in parts with Pay.
- Donations: from anyone by name, or from a family or member, with a category, an event, a sponsor item, mode, where the money is, and Keep the name private.
- Expenses: what for, paid to, category, event, amount, date, a bill photo or PDF, and paid now or later. Each gets a voucher.
- Public statement: if Show in the app and public link is ticked, share a link that shows what came in and what was spent. Donor names show in full, as initials, or hidden.
- Donation and expense categories are set in Settings → Categories.
Create a fund-raising event
- Open Events (More → Events) and tap +.
- Enter the Name (and Malayalam), Type and Status.
- Set Starts, Ends and the Target amount.
- Choose how donor names show on the public page.
- To add sponsorship items, tap Add item and fill in the item, ₹ each and the target number.
- Keep Show in the app and public link ticked if the community should see it, and tick Default event for donations if most donations go to it.
- Tap Save.
Record a donation
- Open Donations and tap + (or tap Donation on an event).
- Choose Anyone, family or member. For Anyone, type the donor name and phone.
- Choose a Category, and the event if it is for one. If the event has sponsor items, pick the item and how many.
- Enter the Amount, the mode and where the money is.
- Tick Keep the name private if the donor asks.
- Tap Save donation, then share the receipt on WhatsApp.
Record a pledge and its payments
- Open the event and tap Pledge.
- Choose family or member, search the person, enter the Amount promised and To be paid by.
- Tap Save. It shows under Pledges.
- When they pay, tap Pay next to the pledge, enter the amount, mode and where the money is, and tap Collect.
- The receipt opens: tap Share on WhatsApp or PDF.
Record an expense
- Open Expenses and tap + (or tap Expense on an event).
- Fill in What for, Paid to, Category, Event and Amount.
- Add a photo of the bill.
- Keep Paid now ticked and choose where the money comes from, or untick it to pay later.
- Tap Save. To pay later, open the expense, enter the amount under Pay now and tap Pay.
Questions
Can I cancel a donation?
Yes, with a reason, from the donation’s sheet. Treasurers can cancel only on the same day; admins any time.
Can I delete an expense?
Only one that has not been paid at all. Once anything is paid, it stays on record.
Does the public link show who gave?
It follows the event’s setting: full names, initials or hidden. Donations marked private never show the name.