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(lightbulb) Financial Management: Overview

The Financial Management suite in Amp Impact includes four different features that support typical financial management processes in social impact organizations. This includes:

  • Budgets & Financials: The ability to track budgets and financial line items (or budget line items) to report on planned and actual expenditure.

  • Disbursements: The ability to schedule and track payments (or installments) to be made or received

  • Funds: The ability to manage pools of money (Funds) and allocate (or ringfence) funding to specific projects or grants.

  • Allocations: The ability to allocate funding from an Account, Fund, or Opportunity to a particular area.

(lightbulb) Financial Management: Data Model

Below is the Financial Management functional area data model subset:

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(lightbulb) Financial Management: Summary of Key Relationships

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