Grant Management Overview – GoldFinch Clientcare

Grant management combines Salesforce grant records and workflows with GoldFinch Accounting transactions. Because both operate on the Salesforce platform, authorized users can connect the grant lifecycle with its financial activity without maintaining a separate grant database.

How the solution works

Area	Responsibility
Salesforce grant management	Maintains grant opportunities, applications, awards, grantors, dates, match terms, compliance requirements, draw-down activity, supporting documents, and workflow status.
GoldFinch Accounting	Records budgets, commitments, purchasing, expenditures, receivables, reimbursements, receipts, allocations, and financial results associated with the grant.
Salesforce platform	Connects records, applies approvals and automation, controls access, and provides reports, dashboards, tasks, and alerts.

Information maintained for each grant

Grant name, award number, grantor, and responsible program or department
Grant classification, including local, state, federal, private, or other funding
Award amount, matching requirements, indirect-cost terms, and eligible-cost rules
Grant beginning and ending dates, reporting deadlines, and fiscal-year references
Approved budget, commitments, expenditures, reimbursements, receipts, and remaining balance
Applications, amendments, agreements, supporting documents, activities, and closeout status

Access and auditability

Salesforce permissions determine who can view or update grant and accounting records. Approval histories, record changes, source transactions, and supporting documents provide an audit trail. The specific controls available depend on the licensed applications and the organization's Salesforce configuration.

Configuration note: Grant-management features require an appropriate Salesforce-native grant-management application and configuration. GoldFinch Accounting supplies the related accounting, purchasing, expenditure, billing, and reporting functions.