Non-profit & Clinical

A non-profit's operations and clinical work on one ERP

A full ERP backbone plus the clinical workflows teams use daily.

The challenge

A non-profit needed one system across both its back-office operations and its clinical work, instead of separate tools that never reconciled.

What we built

One platform, end to end.

Finance & accountingFunds, budgets and reporting in one place
HR & payrollPeople, leave and payroll end to end
ProcurementRequests to purchase, controlled and approved
Clinical workflowsThe day-to-day processes teams rely on
AppraisalsStructured, weighted performance reviews
OperationsThe whole organisation on one platform
How we helped

What changed for the team.

Finance, HR and procurement on one controlled backbone
Clinical and appraisal workflows built around how teams actually work
One platform for the whole organisation
Less admin, more time on the mission
How it works

Restricted funds are an accounting problem, not a reporting one.

Money arrives with conditions attached

A donation or grant frequently carries a restriction: this money is for that programme, that region, that period. If the restriction only exists in a spreadsheet beside the ledger, every report becomes a reconstruction and every donor question becomes research. Odoo's analytic accounting lets the restriction live on the transaction itself, so spend against a fund is a query rather than an exercise.

Donor reporting is the deliverable, and it has a deadline

For most organizations the grant report is a contractual obligation with a date, not a management nicety. When income and expenditure both carry their fund and programme dimensions from the moment they are posted, the report is assembled from the ledger instead of rebuilt from memory near the deadline.

Programme cost is rarely just direct cost

Shared overheads, part-time staff across several programmes and volunteer time all complicate what a programme actually costs. Timesheets against analytic accounts and a clear allocation basis agreed up front turn that from an argument into a policy the system applies consistently.

Common questions

Questions we get about this work.

Does Odoo support fund or restricted-fund accounting?

Through analytic accounting: funds, grants and programmes become dimensions carried on the transactions themselves, so spend against a restriction is reportable directly from the ledger rather than tracked alongside it.

Can donor and grant reports be produced from the system?

Yes, provided income and expenditure carry the fund and programme dimensions when posted. The work is agreeing that dimensional structure before go-live; after that the reports are queries.

How is volunteer or part-time effort across programmes handled?

With timesheets posted to analytic accounts, so effort splits across programmes on the same basis as cash does. Shared overhead needs an allocation policy agreed up front, which the system then applies consistently.

Can it handle donations, events and membership together?

Yes. These are separate Odoo capabilities over shared partner records, so an individual can be a donor, an event attendee and a member without existing three times in three systems.

Let's talk

Run something similar?

Tell us where your operations stand today, and we will map the path to a system that lasts.

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