Understanding Donations

Using the Donations module in Zoho ERP, you can create and manage donor records, set up funds to track donations collected for specific purposes or initiatives, and record donations by associating them with the appropriate donors and funds. The module also enables you to generate donation receipts for tax-exempt contributions and capture all the information required for statutory compliance, including VC Schedule, Form 10BD, and other regulatory filings.

By centralizing donor, fund, and donation records within Zoho ERP, it helps nonprofits maintain transparency, simplify compliance, and gain better visibility into their donation inflows.

Setting Up Donations

If your organization is a non-profit or charity that collects contributions, you can enable the Donations module in your Zoho ERP organization.

Here’s how:

• Log in to your Zoho ERP organization.

• Navigate to Settings in the top right corner of the page.

• Select Configure Modules under Setup & Configuration.

• Scroll to Contributions and check Donations.

• Click Save.

Once enabled, you create donors within Customers and record, track, and manage donations from the Donations module in the left sidebar.