Donations module

The Donations module allows you to manage donations received, track their payment status and associate these donations with third parties or members of the organization. It centralizes the financial information related to the donation, the donor’s contact details, as well as the associated documents.

1. List of Donations

The main screen displays the complete list of donations associated with the active profile.

• Search: A search bar allows you to quickly filter donations by their reference (ref), their description, or the name of the third party/donor.
• Filters: You can filter the list according to the donation status:
  • All
  • Draft
  • Unpaid
  • Paid
• Sorting: Donations can be sorted by date (ascending or descending), by amount (ascending or decreasing), or by reference.
• Display of statuses: Each line clearly indicates the donation reference, the name of the donor, the amount of the donation, and their current status represented by a colored badge.

The possible statuses of a donation are:

• Gray: Draft (0)
• Orange: Not paid (1)
• Green: Paid (2)

2. Details of a Donation

By selecting a donation from the list, you access its detailed file. This screen brings together complete information about the donation:

• General Information: Displays the reference, the amount of the donation, the date of the donation, and any public and private notes.
• Donor Links: Allows you to navigate directly to the donor’s detailed file, whether it is a Third Party (company/contact) or a Member.
• Documents: Allows you to view the files attached to the donation (tax receipts, proof of transfer, etc.) and download them if necessary.

Available actions (Menu ...):

• Refresh: Updates donation data from the server to ensure you have the most current information.
• Delete: Allows you to delete the donation (subject to sufficient rights).

3. Synchronization and Offline Mode

The Donations module benefits from the application’s synchronization system:

• Lists and details are viewable offline once synced. *Syncing happens automatically in the background depending on your settings, or can be triggered manually via the refresh button in the list.

4. Dolibarr Rights and Permissions

To interact with the Donations module in the application, the user must have the appropriate permissions configured in Dolibarr:

• Consultation: The don.read right is required to display the list of donations, consult their details and download the associated documents.
• Creation & Editing: The don.creer right is required to create or modify donations in Dolibarr. (Note: not all creation and editing actions may be available in the mobile application depending on the version).

If these permissions are not granted, access to the module will be restricted.