Non-Governmental Organizations (NGOs) often juggle multiple donor-funded projects, each with unique objectives, budgets, and reporting requirements. Keeping financial records accurate and aligned with each project is critical for transparency, accountability, and compliance. Yet, traditional accounting systems make it difficult to track income and expenses across projects without bloating the chart of accounts or relying on error-prone manual tracking.

This is where Reporting Tags in Oneflow provide a powerful, streamlined solution.

Understanding Reporting Tags

Reporting Tags are customizable labels that you can assign to transactions in Oneflow. These tags allow you to classify transactions by project, donor, department, location, or any other custom dimension relevant to your NGO’s operations.

With Reporting Tags, you can:

• Track income and expenses per project

• Create donor-specific financial reports

• Maintain clean and organized financial records

• Analyze performance across multiple dimensions

Oneflow also includes a “Required Tag” feature. When enabled, it ensures that no transaction can be saved without applying a relevant tag, minimizing the risk of incomplete data entry and ensuring consistent reporting.

Why NGOs Need Project-Level Reporting

NGOs are held to high standards of transparency and accountability. Project-level reporting helps organizations:

• Ensure that funds are used in line with donor agreements

• Monitor budget utilization per project

• Prepare for audits

• Generate reports that demonstrate impact and fiscal responsibility

Instead of creating separate accounts for each project (which can become unmanageable), Reporting Tags offer a cleaner, more scalable solution.

Setting Up Project Reporting in Oneflow

Step 1: Create Reporting Tags

Go to Settings > Reporting Tags in Oneflow. Create a group named “Projects” and add tags for each of your ongoing projects, such as:

• #Project-Education2025

• #Project-WaterRelief

• #Project-WomenEmpowerment

Enable the “Required” switch for the “Projects” group to enforce tagging during transaction entry.

Step 2: Tag Every Transaction

When recording transactions like bills, receipts, or journal entries, Oneflow will now require users to assign one of the project tags. This ensures complete and consistent tagging across your accounting data.

You can also create additional tag groups, such as “Donors” or “Locations”, for multi-dimensional tracking.

Step 3: Generate Reports

With tagged data in place, you can:

• Filter standard reports (e.g., Profit & Loss, Trial Balance) by project

• Generate tag-specific reports

• Group results by tag to view detailed breakdowns

Comparative Reports: Project-Wise Columns

Oneflow’s advanced reporting engine allows you to generate comparative reports with project-wise columns. This is ideal for NGOs that need to analyze and present multiple projects side-by-side.

Example: Comparative Profit & Loss

Category	Total	Project A	Project B	Project C
Donations	₹500,000	₹200,000	₹150,000	₹150,000
Salaries	₹300,000	₹100,000	₹100,000	₹100,000
Training Expense	₹50,000	₹25,000	₹25,000	-
Travel	₹30,000	₹10,000	₹15,000	₹5,000
Net Surplus	₹120,000	₹65,000	₹10,000	₹45,000

These comparative views are especially useful when:

• Presenting financial reports to boards or donors

• Evaluating the performance and efficiency of individual projects

• Spotting over or under-utilization of funds

Reports can be exported to Excel or PDF for easy sharing and documentation.

Benefits of Reporting Tags for NGOs

• Accuracy: Required tags ensure all transactions are properly categorized

• Transparency: Generate clean, audit-ready reports by project or donor

• Scalability: Avoid a bloated chart of accounts by using tags instead of duplicating account codes

• Custom Dimensions: Track not just by project, but also by donor, region, or funding source

• Donor Confidence: Deliver clear, comparative reports showing exactly how their funds are used

Conclusion

For NGOs, accurate and efficient project-level accounting isn’t optional—it’s essential. With Reporting Tags in Oneflow, your organization gains a powerful tool to track, manage, and report financials by project. By enabling the “Required” feature and leveraging comparative reports, you can ensure every transaction is properly classified and every report tells the right story.

Ready to streamline your NGO’s project accounting? Start using Reporting Tags in Oneflow today and take the guesswork out of financial reporting.