Financial Request Management for Nonprofits
Nonprofit finance teams juggle budgets, donor reports, and internal requests. You need clear, trackable workflows for every financial task. OneDesk brings structure to your internal financial operations.
Trusted by Nonprofit Organization teams around the world
Control Internal Budget and Expense Requests
Stop managing internal finance requests via messy emails. OneDesk provides a structured way to handle budget queries, expense approvals, and payment processing. Every request is a trackable item with a clear owner. Use custom workflows to ensure multi-level approvals are followed. This guarantees compliance and gives a full audit trail for all transactions.
Ticketing for Internal Finance Questions
Provide an internal portal for staff to submit expense reports or budget transfer requests. Turn emails from vendors or partners into trackable tickets instantly. Set up priority levels for urgent payment deadlines. Custom views let the Accounts Payable team see only payment requests, while budget analysts see only budget queries. This keeps the workload sorted and organized.
Manage Audits and Financial Campaigns
Treat annual audits or major funding campaigns as multi-step projects. Use task lists to ensure all necessary documents are gathered on time. Assign tasks to different team members, like 'Gather receipts for Grant X'. Track progress against the compliance deadline. A clear project structure prevents last-minute scrambling during critical periods.
Streamline Your Financial Approval Process
Automatically route expense reports over a certain dollar amount to a manager for approval. Change the status of a payment request ticket once a payment has been logged. Send automated reminders to staff for overdue receipt submissions. Automation enforces compliance rules without constant manual oversight. This frees up the finance team for high-value analysis.
Track Vendor Payments and Budget Quotes
While not generating client invoices, the system can track outgoing payments to vendors. Create internal budget quotes for proposed programs or departments. Log and track billable time only for external consulting services, if applicable. Use the time tracking for internal effort reporting to justify headcount. Maintain a clear record of all financial commitments and disbursements.
Use AI to Summarize Financial Documents
The AI assistant can quickly summarize long legal or grant-related documents pasted into a ticket. Use AI to draft professional, compliant responses to vendor invoice queries. It can help categorize incoming general finance questions from staff. This reduces the time spent on reading and drafting standard communications. Your finance team can deliver faster service internally.
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