Tahua is a best in class grants management platform which helps grant managers/makers to streamline their grants process and impact their grants mission.
Our core features include:
- Curating and managing Grants
- Receiving and managing Funding Applications
- Assessing/Reviewing Funding Applications
- Communicating and managing funding decisions
- Curation and signing of Agreements/Contracts
- Management of Milestones, Deliverables
- Management of Payments
Tahua + Xero
Funding applications that are awarded funding , go through a milestone process to ensure collection & approval of deliverables tied to an application and to allow release of payments.
However without an integration with Xero administrators must manually create the bills in Xero for each approved Milestone as well as create a Xero Contact for the applicant if they don’t already exist. Additionally when the bills are paid in Xero the Milestone must be manually marked as Paid in Tahua to notify the applicant of remittance and update the payment status.
Our Xero integration solves all of these problems and more through automating the construction of Payable Invoices in Xero with attached audit document and any invoiced deliverable that might have been collected. As part of the syncing process any associated applicant is automatically created in Xero or mapped for existing Xero contacts that might have been created outside of Tahua. Payments statuses are pulled automatically from Xero back into Tahua to notify applicants of their payment.
This drastically reduces admin time at the finance stage of the grants process, increases audit and traceability around payment approval and streamlines the payments reconciliation process.
The best way to get started is to follow our getting started guide on our website - help.tahua.io/getting-started-with-xero