Donations register

What it is

The donation register is the list of every donation your company makes to an NGO in a year: the date, NGO, programme, purpose, amount, cash or in-kind, status and receipt. It sits on the Budget page and feeds the programme totals, each NGO's page and your reports.

«CorpHands» never handles money. Each record documents a payment your company made directly to a registered NGO, backed by the NGO's official receipt. A donation cannot be marked paid without a receipt number or file, so every paid amount can be traced.

What you can use it for

• Record cash grants and in-kind support, such as food baskets, equipment or services, at their value.
• See approved funding requests arrive as committed donations, linked back to the request.
• Attach the NGO's receipt when payment is made.
• Filter by status, type, programme or NGO, and export to CSV for finance or auditors.
• See the total recorded donations on each NGO's page.

How to do it

Record a donation

1. Open the registerGo to CSR workspace → Budget and scroll to Donation register.
2. Add the recordClick + Record a donation. Enter the Date, NGO, Budget programme, Purpose, Amount (₹) and Type of support (Cash or In-kind).
3. Set the statusChoose Committed or Paid. For Paid, enter the Receipt number or upload the Receipt file. Click Save.

Mark a committed donation as paid

1. Find itUse the filters, or look for the Committed status.
2. Add the receiptClick Mark paid, then enter the Receipt number and/or choose the Receipt file.
3. ConfirmClick Confirm payment. The amount moves from committed to paid in the programme totals.

Export for finance

1. FilterChoose the year and any filters, then click Filter.
2. ExportClick Export CSV.

Tips and good practice

• Ask the NGO for an official receipt for every payment, including in-kind gifts, and attach it here.
• Check the NGO's registration before you record a donation. Requests can't be approved for an NGO with an expired registration, but the register itself does not block a manual entry.
• Use Edit to correct a record. Changes are kept in the audit log.
• The From a request link on a row takes you back to the original application.
• For each payment, set the Type of CSR spending (CSR project, administrative overhead or impact assessment) and, if it differs from the project, the Schedule VII item. Use Paid from → Unspent CSR Account only for money moved there in an earlier year. Only paid amounts count towards your obligation.

Questions