Non-profits, Charities & Endowments

SERP – Orphan Care & Social Organizations | Tier A — Essential

Scope included:
• Odoo apps configured: CRM, Accounting, Project, Documents, Portal, Website
• Ready sector template: master data structure, workflows, document templates, reports and a sector KPI dashboard
• ZATCA Phase 2 e-invoicing, national address and Hijri calendar
• Managed hosting in KSA, daily backups, test environment and annual Odoo upgrades

Sector-specific configuration & developments included:
• Sponsorship as subscription
• Child file with privacy controls
• Periodic sponsor report

SERP – Health, Education & Development NGOs | Tier A — Essential

Scope included:
• Odoo apps configured: Project, Accounting, CRM, Documents, Portal
• Ready sector template: master data structure, workflows, document templates, reports and a sector KPI dashboard
• ZATCA Phase 2 e-invoicing, national address and Hijri calendar
• Managed hosting in KSA, daily backups, test environment and annual Odoo upgrades

Sector-specific configuration & developments included:
• Grant as analytic account
• Indicator model
• Donor report template

SERP – Awqaf & Endowment Asset Management | Tier B — Advanced

Scope included:
• Odoo apps configured: Accounting, Rental, Assets, Project, Documents, Multi-company
• Ready sector template: master data structure, workflows, document templates, reports and a sector KPI dashboard
• ZATCA Phase 2 e-invoicing, national address and Hijri calendar
• Managed hosting in KSA, daily backups, test environment and annual Odoo upgrades

Sector-specific configuration & developments included:
• Endowment and terms model
• Yield distribution per terms
• Trustee report template

SERP – Charitable & Civil Associations | Tier A — Essential

Scope included:
• Odoo apps configured: Accounting, CRM, Website, Project, Documents, Portal
• Ready sector template: master data structure, workflows, document templates, reports and a sector KPI dashboard
• ZATCA Phase 2 e-invoicing, national address and Hijri calendar
• Managed hosting in KSA, daily backups, test environment and annual Odoo upgrades

Sector-specific configuration & developments included:
• Beneficiary and family file
• Restricted funds as analytic accounts
• Disclosure report templates

SERP – Housing Associations | Tier B — Advanced

Scope included:
• Odoo apps configured: Project, Accounting, CRM, Documents, Portal
• Ready sector template: master data structure, workflows, document templates, reports and a sector KPI dashboard
• ZATCA Phase 2 e-invoicing, national address and Hijri calendar
• Managed hosting in KSA, daily backups, test environment and annual Odoo upgrades

Sector-specific configuration & developments included:
• Eligibility criteria
• Unit allocation
• Soft-loan installment schedule