Grants Management Solution

Grant managers that are tasked with retaining existing grants, securing new ones and complying fully with all grantor requirements will benefit from UNIT4 Business Software's grants management solution, especially at moments where these requirements change, both year-to-year, and as new donors come on board.

From grant proposals to applications to funding and compliance monitoring, our grants management software can streamline the entire grant management process. Agresso provides alerts to keep your processes moving forward, financial agility to satisfy new or changing account structures and reporting obligations, and comprehensive document tracking to ensure accountability.

Grant Application

All grant information is captured in a single database and shared across the entire system; workflow, alerts, user-defined fields and document management can all be used to streamline the application process.

Manage the application process flow by sending tasks and reminders to people when specified events occur, or when specific dates or milestones are approaching.
Track all correspondence and contact details of relevant parties, and attach electronic documents in multiple formats (e.g. Word, Excel, PowerPoint presentations, e-mails, PDFs, video files).
Meet the requirements of different grantors for example by maintaining flexible account structures outside of the GL.
Book reimbursable costs to specific grants and the relevant funding applications are automatically generated or applied.

Grant Reimbursement

Our fully integrated grants management system enables grant managers to review and approve time bookings. The information can then be streamlined directly into Payroll for automated payment
Automatically allocate overhead costs using highly flexible user-defined ICR rules.
Create statements for funding agencies in the appropriate format using standard reporting tools; a copy can be automatically attached to the grant and fed into Accounts Receivable.

Grant Compliance and Reporting

Ensure that all funds are being used in accordance with grantor requirements.
Restrict spend and control budgets by using funds checking and specifying restrictions/amendments (e.g. certain costs cannot be funded by the donor for a specific grant, or in a specific location).
Monitor matched grants (i.e. where a funding source grants a certain amount if the NGO can match it from alternative sources) and report/alert if grant matching amounts are exceeded or if grants that do not satisfy the criteria are used.
See multi-year views of the grants within the grants begin/end date (rather than fiscal year end) for seamless year-over-year views, or within any time period you define.
Easily respond to changes in reporting requirements.

Budgeting

Manage budgets in any level of details to conform to the requirements of your grantors, and follow the budget once the grant is awarded. Grant-based budgets can also be consolidated with operational budgets.
Budgets and forecasts can be created and approved at any level of the grant structure. Self-service entry pages can be tailored for specific grants.
Multiple budget versions can be defined and revised as often as desired; each version can be closed once final approval has taken place.
Automatically generate balance sheet transactions from income and expense posting.

Sub-Awards / Sub-Grants