What funders and SARS ask of an NPO ledger
Funders want spend by budget line, programme and period, in their own format, with procurement evidence. SARS expects approved public benefit organisations to issue valid Section 18A receipts and keep the records behind them.
What we implement
Business Central with GrantFlow 365 and ProcurementFlow 365, extended with PayrollFlow 365 for South African payroll and DisbursementFlow 365 for controlled payments.
Context
NPOs and PBOs often combine local and international funders, several currencies and small finance teams. We design for programme and site dimensions, and for the retention and audit requirements your funders set.
How an engagement runs
It starts with a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed. Four phases follow, each with something you can use and review.
Discover
Process workshops, data audit, and a fit-gap against the standard product.
Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
What drives the cost: users, legal entities and currencies, integrations, data migration and the gaps found against standard. See how pricing works or run the three-minute readiness score.
Frequently asked questions
Can we produce different formats for different funders?
Yes. Dimensions and grant structures carry each funder's view, with a report layout per funder.
Do you offer non-profit licensing?
Microsoft offers non-profit licensing programmes subject to eligibility. We explain what applies in the quote.
Last reviewed 2026-10-11