Foundation administration

Private donor directory

Only the administrator can see donor names. Create a donor once, then reuse the ID for every future donation. Existing donor IDs can be linked to a name without changing old transactions. Do not enter names or contact numbers as donor IDs.

Known donors (admin only)

Record a donation or expense

Review handwritten donation register (photo or PDF)

Select a photo or PDF to read beside the donation-entry table. The document stays in this browser and is not automatically uploaded to the server. This tool does not automatically recognize handwriting; an administrator must transcribe and verify each entry. No financial record is saved until you import the reviewed CSV below.

Bulk upload donations (CSV)

Upload up to 100 donations at a time. Preview and validate before saving. Required columns: date, amount, category, method. Receipt reference is optional. Optional: donor_code, donor_name, private_note, visible. Names are private and require a donor_code. Imported rows are private by default. Exact payment references and previously imported batches are blocked. Genuine repeat gifts are allowed after a confirmation warning. Keep your source register for checking.

Private ledger & reports

Voided records remain in the audit trail and do not count toward financial totals. No permanent deletion is offered.