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SayPro Enter all income data and link it to respective SayPro projects
SayPro Income Entry & Project Linking Procedure
🔹 Step 1: Gather Income Documentation
Collect and verify all supporting documents for the reporting month:
- Invoices
- Receipts
- Donor agreements
- Proof of payment
- Event registration lists
- Activity reports
🔹 Step 2: Complete the Income Entry Table
You can use this standard table structure to input data into SCLMR-1 or Excel:
| Entry ID | Date Received | Income Source Name | Income Type | Amount (ZAR) | Project / Program Linked | Purpose / Notes | Reference No. / Invoice |
|---|---|---|---|---|---|---|---|
| INC-001 | 05/05/2025 | Nedbank CSR Grant | Grant | 25,000 | Youth Leadership – Gauteng | Funding youth training in township schools | INV-2025-011 |
| INC-002 | 07/05/2025 | Training Workshop Fees | Training Revenue | 10,000 | Skills Development Programme | 20 youth paid R500 for workshop | PAY-TR-2025-044 |
| INC-003 | 09/05/2025 | UNICEF South Africa | Institutional Grant | 60,000 | Child Rights Advocacy Campaign | Restricted funds – media outreach | AGREEMENT-UNICEF-2025 |
| INC-004 | 15/05/2025 | Toolkit Sales (Online) | Product Sales | 3,500 | Social Enterprise Toolkit Project | 7 toolkits at R500 each | PAYPAL-2025-0089 |
🔹 Step 3: Upload Supporting Documents
- For each entry above, upload:
- Invoice or receipt
- Proof of payment (bank statement, screenshot, etc.)
- Contract/agreement (for grants or partnerships)
✅ Upload via SCLMR-1 system or share to receipts@saypro.org with proper naming convention (e.g., 2025-05_ToolkitSale_3500.pdf)
🔹 Step 4: Link to Program and Finance Codes
| Entry ID | Program Code | Budget Line Code | M&E Activity Code | Strategic Goal Link (Optional) |
|---|---|---|---|---|
| INC-001 | YL-GTG-23 | BUD-YOUTH-01 | ACT-MAY-YL001 | SDG 4, SDG 11 |
| INC-002 | SKL-DEV-25 | BUD-TRN-02 | ACT-MAY-TRN045 | SDG 8 |
🔹 Step 5: Submit and Verify
- Submit completed income log and documents to:
- Finance Team:
finance@saypro.org - M&E Team:
me@saypro.org
- Finance Team:
- Confirm entry into:
- SCLMR-1 Revenue Tracker
- Project dashboards
- Activity-to-Revenue Mapping Sheet
🧩 Tip: Use the Income Source Declaration Form (ISDF)
For each income entry, fill out or attach the ISDF to provide:
- Source details
- Categorization
- Documentation
- Allocation across multiple projects (if applicable)
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