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NGO & Nonprofit Management for ERPNext — A build-to-order ERPNext application that unifies donor and donation tracking, grant — 1/1イメージプレビュー

A build-to-order ERPNext application that unifies donor and donation tracking,

grant and fund accounting, beneficiary service delivery, and program budgeting on Frappe/ERPNext v15/v16.

ECOSIRE scopes, builds, installs, and supports it for your organization — this is not an instant-download marketplace app.

NGO & Nonprofit Management for ERPNextとは?

A build-to-order ERPNext application that unifies donor and donation tracking, grant and fund accounting, beneficiary service delivery, and program budgeting on Frappe/ERPNext v15/v16. ECOSIRE scopes, builds, installs, and supports it for your organization — this is not an instant-download marketplace app. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.

主な機能

Dedicated `Donor` DocType with giving history, contact roll-up, communication log, and consolidated tax-receipt generation
`Donation` and `Pledge` DocTypes that post to ERPNext's General Ledger and auto-create a Payment Entry when a pledge is marked received
Restricted vs. unrestricted `Fund` tracking using Accounting Dimensions so fund balances reconcile straight from the GL
`Grant` records carrying budget, disbursement schedule, reporting milestones, and funder-specific report templates
`scheduler_events` job in `hooks.py` that flags expiring grants and upcoming reporting deadlines before they lapse
`Beneficiary` case file with intake, eligibility, household members (child table), and service-delivery log
Program/project budgeting linked to ERPNext Budgets, with overspend guards enforced in `validate`/`on_submit` doc events
Membership management with renewal cycles, tiers, and auto-reminders via scheduled jobs
Volunteer registry tracking skills, availability, assignments, and logged hours per program
`@frappe.whitelist()` REST endpoints for a public donation portal or payment-gateway callback (Stripe/Razorpay/PayPal ready)
Role Profiles plus User Permissions to isolate field-office and case-worker data from finance and program staff
Statement of Functional Expenses and fund-balance reports built as Query/Script Reports over the ledger
Client scripts for in-form UX: dynamic donor/fund filters, live receipt preview, and guided data entry
Print Formats for tax-deductible receipts, grant agreements, and donor acknowledgement letters

受注生産、すべておまかせ

自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。

  1. 1

    ご注文

    一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。

  2. 2

    構築とインストール

    ECOSIRE がお客様の ERPNext 上で構築・設定・インストールします。

  3. 3

    本番稼働 + サポート

    約1週間(営業日ベース)で稼働し、本番稼働後2週間のサポートが付きます。納品したコードの不具合は無償で修正します。

技術仕様

ERPNext互換性
—
ライセンス
ライセンスの確認が必要です
Python要件
Python 3.10+
データベース
MariaDB 10.6+

この製品について

Most nonprofits run their books on ERPNext because its accounting is genuinely strong, but donor and grant work quickly runs off the edge of what the core product models. ERPNext has no native concept of a restricted fund, a grant with reporting milestones, a beneficiary case file, or a pledge that has not yet been received. Teams end up tracking donors in a spreadsheet, forcing grants into Cost Centers that were never designed for compliance reporting, and reconciling restricted balances by hand at year end. When a funder asks "show me exactly how our USD 50,000 was spent," the answer lives across three disconnected tools.

We build a proper Frappe app — a versioned, installable module with its own DocTypes, not a pile of Custom Fields bolted onto Sales Invoice. The core objects are Donor, Donation/Pledge, Grant, Fund (restricted vs. unrestricted), Beneficiary, Program, and Volunteer, each with the fields, links, and child tables your operation actually uses. Donations post through ERPNext's real accounting engine against the correct fund and program dimension, so restricted-fund balances come straight out of the General Ledger instead of a side spreadsheet. Grant records carry budget, disbursement schedule, and reporting deadlines, and a scheduler event registered in hooks.py flags upcoming milestones and expiring grants before they lapse.

Technically, the app leans on standard Frappe extension points so it stays upgrade-safe. Business rules live in server scripts and doc_events hooks (validate, on_submit, on_cancel) — for example, auto-creating a Payment Entry when a pledge is marked received, or blocking a program expense that would overspend a restricted fund. Client scripts drive the in-form UX (dynamic filters on donor/fund fields, receipt preview). Everything is reachable over the Frappe REST API and purpose-built @frappe.whitelist() methods, so your donation portal, payment gateway, or Power BI dashboard can read and write cleanly. Role Profiles and permission rules (including User Permissions for field-office data isolation) keep case workers, finance staff, and program managers in their lane. Built and tested against Frappe/ERPNext v15 and v16.

Because this is build-to-order, nothing ships until we agree on scope. We start with a short scoping call, map your donor/grant/beneficiary workflow to concrete DocTypes and reports, and send a fixed written specification. Typical delivery is one working week from confirmed scope, depending on how many funder report formats and integrations you need. You get the full source code for your version, a UAT build on a staging site, a documented rollback plan, and a post-go-live support window — plus the git repository so you are never locked in.

得られるもの

  • Installable source code for your ERPNext version (v15 or v16), packaged as a proper Frappe app
  • Installation and configuration on your ERPNext instance (or a staging site we provision)
  • Technical documentation: DocType reference, hooks/server-script logic, API endpoints, and permission model
  • End-user guide plus a live training session for finance, program, and case-work staff
  • Post-go-live support window for bug fixes and questions after launch
  • UAT build on a staging site with a sign-off checklist and a documented rollback plan
  • Git repository handover so you own the code and can hand it to any Frappe developer
  • Sample data, report templates, and print formats configured for your donor and funder requirements

これは誰のためのものですか

Finance & Compliance Manager

Needs restricted-fund balances, grant burn-down, and a Statement of Functional Expenses that come out of the ledger — not a manual spreadsheet — so funder audits and annual reports are defensible.

Program / Grants Manager

Manages multiple grants with different budgets, milestones, and reporting deadlines and needs automated reminders plus spend-vs-budget visibility per program before money runs out.

Executive Director / Founder of a growing NGO

Wants donors, beneficiaries, grants, and accounting in one ERPNext system instead of scattered spreadsheets and tools, without paying for a separate expensive nonprofit CRM.

Operations / IT Lead

Owns the ERPNext instance and needs an upgrade-safe Frappe app with clean DocTypes, REST APIs, and a git handover — not fragile Custom Fields that break on the next update.

NGO & Nonprofit Management for ERPNext の比較方法

基準エコシエールカスタムビルド競合他社ERPNext 標準機能
Fit to your nonprofit workflowBuilt to your exact donor/grant/beneficiary processAlso tailored, but you carry all the riskGeneric feature set, take it or leave itNo nonprofit concepts at all
Restricted-fund accountingPosts to the GL via Accounting DimensionsDepends entirely on your developerOften a bolt-on spreadsheet-style trackerOnly Cost Centers, not fund compliance
Grant milestones & remindersScheduler jobs flag deadlines automaticallyMust be designed and built from zeroRarely covers reporting deadlinesManual tracking outside ERPNext
Time to deliverTypically one working week from confirmed scopeMonths of hiring, spec, and buildInstant install, but genericAvailable now, but does not fit
Upgrade safety (v15/v16)Standard Frappe app, documented, upgrade-testedVaries with developer disciplineMaintainer's roadmap, not yoursSafe, but lacks the features
Support & accountabilityNamed ECOSIRE team + support windowWhoever you hired, if still availableCommunity forum / ticket queueFrappe community only
Code ownershipFull source + git repo handoverYou own it, if properly deliveredUsually closed or licensedYou extend core yourself
Total cost of ownershipFixed build price, then optional retainerUnpredictable; rework riskLow license, high fit-gap costFree, but heavy manual workarounds

NGO & Nonprofit Management に関するよくある質問

Is this a ready-made app I can download and install today?

No. This is build-to-order. ECOSIRE designs, builds, installs, and supports the app around your specific donor, grant, and beneficiary workflow. There is no instant download — we start with a scoping call and a written specification before any code ships.

How long does delivery take?

Typical delivery is one working week from confirmed scope. The exact timeline depends on how many funder report formats, integrations (payment gateway, portal), and custom workflows you need. We confirm dates in writing after the scoping call and the fixed specification are agreed.

How do support and updates work after go-live?

Every build includes a post-go-live support window for bug fixes and questions. Because you receive the full source and git repository, any Frappe developer can maintain it afterward. We also offer ongoing support and upgrade retainers (for example, when you move from ERPNext v15 to v16) as a separate arrangement.

Which ERPNext versions do you support?

We build and test against Frappe/ERPNext v15 and v16. We confirm your exact version during scoping and target that version so the app installs cleanly on your instance.

Will this break when I upgrade ERPNext?

The app is a proper Frappe module using standard extension points — its own DocTypes, `hooks.py` doc events, server and client scripts, and whitelisted API methods — rather than fragile ad-hoc customizations. That keeps it upgrade-safe. We also document the logic so upgrades are predictable, and can handle the version migration for you.

Can it connect to our donation portal or payment gateway?

Yes. We expose `@frappe.whitelist()` methods and use the Frappe REST API so an external donation portal, payment gateway (Stripe, Razorpay, PayPal, and others), or BI tool can create donations and read fund/grant data securely. Integrations are scoped and priced as part of your build.

Do we own the code, or are we locked in?

You own it. We hand over the full source code for your version and the git repository at delivery. You are never locked to ECOSIRE — though most clients keep us on for support because we know the codebase.

見積もりを依頼

NGO & Nonprofit Management

A build-to-order ERPNext application that unifies donor and donation tracking, grant and fund accounting, beneficiary service delivery, and program budgeting on Frappe/ERPNext v15/v16. ECOSIRE scopes, builds, installs, and supports it for your organization — this is not an instant-download marketplace app.

  • Dedicated `Donor` DocType with giving history, contact roll-up, communication log, and consolidated tax-receipt generation
  • `Donation` and `Pledge` DocTypes that post to ERPNext's General Ledger and auto-create a Payment Entry when a pledge is marked received
  • Restricted vs. unrestricted `Fund` tracking using Accounting Dimensions so fund balances reconcile straight from the GL
  • `Grant` records carrying budget, disbursement schedule, reporting milestones, and funder-specific report templates

見積もりを依頼

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