Phase 3 · Umstellung
Non-Profit & Development Sector · Dynamics 365 and GrantFlow 365
The Kenya programme, designed as one system.
A country programme inside a global confederation, with funds, procurement, Kenyan statutory payroll and grants designed as one system instead of three reconciliations at month end.
Snapshot
Oxfam Kenya
A country programme inside a global confederation. Grant accountability, Kenyan statutory payroll and procurement had to post as one design, not three reconciliations at month end.
Where they work- KeniaCountry programme. Funds, payroll and procurement configured for Kenya.
The challenge
Funds, payroll and procurement each had their own rules and each ended the month in a separate reconciliation. The design had to make them post as one.
What we implemented
1
Funds
Dimensions and a posting matrix on the chart of accounts.
2
Procure to pay
Requisition, order, receipt and payment. No warehouse.
3
People and grants
Kenyan statutory payroll, and a grant ledger with partner accountability.
The result
GrantFlow 365 is the grant ledger, not a workbook beside it.
What similar organisations can take from it
- Put the fund and grant on the chart of accounts as dimensions, with a posting matrix, so each transaction is tagged once.
- Configure procure to pay without a warehouse when the organisation holds no stock, rather than carrying unused modules.
- Keep the grant ledger in the system, with partner accountability, so it is the record and not a workbook beside the record.
Platforms and products
Dynamics 365
GrantFlow 365
Kenyan statutory payroll