Embedded Files
Program development and implementation may require funds to cover or supplement administrative and program expenses. During the ministry planning process, OneHope approves funds to support ministry activity for programs around the world.
OneHope departments work alongside regional teams to identify budget needs and approve them to send to each ministry area. They also assist team members in determining the correct use of disbursed funds.
Finance Overview
Finance Overview
The Finance Overview displays the most commonly searched finance data in HopeWorks. It provides a broad and quick picture of outstanding balances and quick links to commonly used reports and forms.
Navigating Finance
Navigating Finance
The Tree Menu is a great tool to use to filter information users would like to view or enter data for. Tree tabs allow the user to identify finance reports by Budget Categories, Cost Center designations, and Location.
Budget Categories: The list of all budget categories that funds have been reported by. This list is filtered by user permissions.
Cost Center: List of finance Cost Centers that funds have been reported by. This list is filtered by user permissions.
Locations: The list of all locations that funds have expensed in. This list is filtered by user permissions.
Helpful Tip!
The user can also use the search box to filter through the different options available in each tab.
Finance Dashboard
Finance Dashboard
This area provides four main financial metrics that update to reflect current data when selecting a program, country, region, or geographical area. These data points help team members assess the financial progress of the programs they are responsible for.
The Metrics numbers represent...
Processed Disbursements (Current Year): Total disbursement amount that has been processed by the Finance Department for a program, country, region, or geographic area (Current Year).
Processed Expenses (Current Year): Total expenses that have been processed by the Finance Department for a program, country, region, or geographic area (Current Year).
Processed Transaction Balance: The total outstanding balance for a program, country, region, or geographic area of all transactions processed by the Finance Department.
Pending Balance: The total outstanding balance for a program, country, region or geographic area of all transactions entered in HopeWorks regardless of their approval status.
The Dashboard Cards display...
Quick Actions: List of links to add all types of finance transactions. This card also includes links to view detailed lists of each type of financial transaction.
Outstanding Expense Reports: List of the expense reports submitted by a user that is pending approval in addition to any expense reports that the user is required to approve.
Common Reports: List of most commonly used reports that reflect data entered in HopeWorks finance transactions.
Budget Balances: The total Processed and Pending transactions for a program, country, region, or geographic area by budget category.
Cost Center Balances: The Processed and Pending balance for a program, country, region, or geographic area by cost center designation.
Location Balances: The Processed and Pending balance for a program, country, region, or geographic area by location.
Questions? E-mail us at support@hopenet.net
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