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FREQUENTLY ASKED QUESTIONS

Clear answers before
you make a decision.

Explore questions about workflows, donor access, fundraising, hosting, packages and support.

Showing 22 questions

Getting startedWho is PhilSof designed for?+

PhilSof is designed for nonprofit organisations and charities worldwide that carry out welfare work, charitable programmes, direct assistance or beneficiary support.

Getting startedIs PhilSof web-based?+

Yes. PhilSof is accessed through a web browser and can be used on desktop computers, laptops and mobile phones. It is not a separate native mobile app.

Hosting & dataWhat hosting options are available?+

Organisations can choose a monthly subscription hosted on Techno Evident’s server or arrange deployment on their own AWS server. Domain and deployment arrangements are discussed before implementation.

Hosting & dataDoes each client have a separate database?+

For clients hosted on Techno Evident’s server, each client has a separate database. Group arrangements with centralised reporting can also be discussed where needed.

BeneficiariesCan beneficiaries submit applications themselves?+

No. At present, applications are created by authorised users inside PhilSof. Existing beneficiary details can be reused using a phone number or unique beneficiary ID.

DonorsCan donors log in to PhilSof?+

Yes. Donors can view their own donation history and relevant reports or updates for projects or beneficiaries they sponsor. They cannot view other donors’ records or unrelated organisational information.

FundraisingHow do project and beneficiary fundraising links work?+

A separate fundraising link and QR code can be created for a project or beneficiary. The shared page presents relevant information and a payment option for sharing through the organisation’s own channels.

FundraisingAre donation receipts generated automatically?+

Following a successful payment through the configured gateway, payment information returns to PhilSof and a receipt is generated automatically. Confirm the exact gateway setup for your deployment during the demo.

FundraisingCan PhilSof send fundraising appeals directly?+

No. Organisations share project or beneficiary links and QR codes through their own fundraising appeals and communication channels.

IntegrationsDoes PhilSof support SMS, WhatsApp and email?+

SMS and WhatsApp integrations are currently functioning. Email integration was described as in progress in the product brief and should be confirmed with the team before relying on it.

Accounts & reportsWhat financial management features are included?+

PhilSof supports cash-management workflows, receipt vouchers, expenditure vouchers and accountant verification. Accountant verification is required before entries are considered final.

Accounts & reportsCan I use Daybook, Ledger, Excel and Tally?+

Daybook and Ledger are available in the software. Data from defined pages can be exported to Excel for reporting or used in accounting workflows such as Tally.

Accounts & reportsCan projects and branches be accounted for separately?+

Yes. The system supports project-wise records, separate books for particular projects and distinct books for units or branches. Centralised group reporting can be arranged where agreed.

Access & permissionsCan roles and permissions be configured?+

Administrators can create roles and define page-level permissions, including authority to add or edit records, delete data entered by other users and access specific attachments.

Hosting & dataAre backups available?+

Clients hosted on Techno Evident’s server receive automatic daily backups. For client-owned AWS deployments, Techno Evident can assist with configuring a backup system. Confirm specific arrangements in the service agreement.

Pricing & packagesWhat packages are available?+

The package table reflects the supplied brochure: Essential, Advance and Premium. Prices and limits must be confirmed with Techno Evident before purchase.

Pricing & packagesCan I add more users, storage, donor logins or branches?+

The supplied brochure lists add-ons at ₹100 per month each: 10 additional user access, 2 GB additional storage, 300 additional donor logins, or 2 additional branches. Confirm current pricing before purchase.

Training & supportWhat training is included?+

Four complimentary training sessions are included to help the team learn the software.

Training & supportWhen is support available?+

The supplied product brief lists support Monday to Friday, 10:00 AM to 6:00 PM. Confirm the current support arrangement when signing up.

Training & supportHow long does onboarding take?+

After hosting and domain arrangements are agreed and the MOU is signed, training is expected to commence within 8–10 working days following the agreed deployment process.

Training & supportCan PhilSof be customised?+

PhilSof is deployed according to agreed needs but is not inherently user-customisable. Significant or necessary customisation can be considered separately and may involve additional charges.

Getting startedHow do we proceed?+

Submit the enquiry form to request a demo. The team will explain the software, answer questions and discuss an appropriate package and deployment arrangement.

YOUR WORKFLOW IS UNIQUE

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