Non-Profit Financial Management System

A full-stack financial workflow system developed for YM Sisters Canada to streamline budget requests, approvals, reporting, and financial record management across multiple cities.

The platform was designed to replace a fragmented process involving PDFs, Google Forms, private messages, and manual approvals with a centralized role-based application.

Project Overview

YM Sisters Canada operates across multiple cities, where local treasurers submit funding requests and national board members review and approve them.

This system centralizes that workflow by providing separate interfaces for:

• City Treasurers
• National Board Members / Admins

Features

Treasurer

• Secure login
• Submit budget requests
• View request status
• Edit and resubmit rejected requests
• Delete pending or rejected requests
• View admin comments
• View dashboard statistics

Admin

• Secure role-based login
• Review submitted budget requests
• Approve or reject requests
• Add approval/rejection comments
• Create users
• View monthly financial reports
• View dashboard statistics
• Delete pending or rejected requests

Tech Stack

Frontend

• React
• JavaScript
• HTML
• CSS

Backend

• Django
• Python
• REST API

Database

• PostgreSQL
• PL/pgSQL
• Stored procedures
• Triggers
• Views
• Foreign key constraints
• Check constraints
• Indexes

System Architecture

React Frontend ↓ Django REST Backend ↓ PostgreSQL Database

Database Design

The schema models financial workflows including:

• Users
• Cities
• Budget Requests
• Requested Events
• Approvals
• Expenses
• Receipts
• Petty Cash
• Deposits
• Disbursements
• Categories

Database Features

The PostgreSQL layer includes:

• Normalized relational schema
• Primary and foreign keys
• Check constraints
• Indexed lookup fields
• Stored procedures
• Database views
• Automated triggers

Examples include:

• Automatically updating petty cash totals
• Creating receipt records from expenses
• Recording budget approvals
• Calculating petty cash closing balances

Role-Based Workflow

Treasurer ↓ Create Budget Request ↓ Admin Review ↓ Approve / Reject ↓ Treasurer Views Status ↓ Edit / Resubmit if Rejected

Screenshots

Login

Create User

Treasurer Dashboard

Admin Dashboard

Monthly Budget Reports

Pending Requests

Project Status

The core budget request and approval workflow is functional.

Current functionality includes:

• authentication
• role-based dashboards
• budget request CRUD
• approval/rejection workflow
• monthly reporting
• user creation

Planned work:

• receipt upload
• full expense tracking
• petty cash workflow
• audit views
• production deployment

Contributors

• Hadiyah Arif
• Faria Islam