Financial Report

Within Program Setup, a Program’s Dashboard, or any application, click on the Financial tab in the upper row of tabs to open the Financial Report.

How It Works

The Financial Report provides an overview of the Invoices, Payments, and Deposits for a program.

Within the Financial Report, click on a status (Pending, Approved, Declined) or a section in the stacked bar chart to view a list of the Invoices, Payments, or Deposits with that status. Click the Add Deposit button to add more money to the funding pot for the program. Click the Show Ledger button to view a chronological list of all the Invoices and Deposits for the entire program.

Want to learn even more?

All ZoomGrants administrators are invited to join our Tuesday Trainings – weekly training webinars that help administrators learn about how to set up and manage their programs. Learn more here.

Was this article helpful?

Related Articles