Organizations
Run a church, school, SACCO or association's groups together, with a treasurer for each.
BeginnerTreasurer
What an organization is
An organization owns groups (one per fund, event or project), optionally sorted into departments such as Youth, Choir or Building Committee. Its admins see every group's totals and get board reports; each group's treasurers collect and approve contributions from their own workspace, exactly as they do for personal groups.
Treasurers don't get a second account or workspace. Organization groups appear under My Organizations next to their own groups, and they see only the groups they were invited to.
Who does what
- Super admins own the organization. They hold every right, decide what each admin may do, and are the only ones who can add admins or close the organization. Keep at least two.
- Admins help manage it with the rights a super admin ticked: departments, groups, treasurers, reports, activity log, settings or billing. Every admin can view the organization.
- Treasurers run one or more groups: they approve contributions, record expenses and share reports for those groups.
Quick start
- Sign up the organization from Get started → For an organization, with its own phone, email and login.
- Add departments (optional) and a group for each fund or project.
- Invite a treasurer to each group.
- Follow the dashboard, and send the board its report every month.
The full guide
Read the articles below in order the first time; each one stands on its own afterwards.