Sukrit Nidhi User Manual

Everything you need to run Sukrit Nidhi day-to-day, from recording your first donation to producing a signed audit bundle for your statutory auditor. Pick a chapter on the left, or follow the recommended path below.

Recommended reading path

  1. What is Sukrit Nidhi? — ten-minute overview of what the platform does and why.
  2. Your first sign-in — get your account logged in and MFA enrolled.
  3. Roles & permissions — find out which operations you’re allowed to perform.
  4. Recording donations or Recording expenses — the two most common daily actions.
  5. Statements & reports — how to read the canonical reports and export them.
  6. Audit bundles — produce a tamper-evident ZIP for your auditor in one click.

All chapters

Getting started

What is Nidhi?
Platform purpose, architecture, and the two-plane model.
Your first sign-in
Login, password policy, and enrolling multi-factor auth (MFA).
Roles & permissions
Who can do what across the platform and each tenant.
Platform Admin guide
Running the Nidhi platform: tenants, onboarding, oversight.

Daily operations

Recording donations
Receipt flow, numbering, PAN masking, and voiding.
Recording expenses
Draft → Approve → Post lifecycle with step-up guards.
Master data
Donors, vendors, categories, payment accounts, numbering series.
Attachments
Uploading receipts, AV scanning, and presigned downloads.

Reports

Statements & reports
Cash & Bank Book, Receipts & Payments, I&E, Donor Statement.
Centre dashboard
Live snapshot of a single centre — stats, drill-downs, exports.

NGO level

NGO dashboard
Head-office view across every centre, with 15-min freshness.
Consolidated I&E
Cross-centre receipts and payments rolled up by category.
Provisioning a new centre
Running provision_tenant, seed defaults, and first admin.

Controls & audit

Period locks
Closing a month / fiscal year; unlock with reason.
Audit bundles
Generating a signed ZIP for an external auditor.
Chain integrity
How tampering is detected and what chain anchors are.
Offline verifier CLI
Running scripts/vy_verify.py against a bundle, no DB needed.

Security

MFA & step-up re-auth
Enrolling TOTP, recovery codes, when step-up fires.
Auditor scopes
Granting external auditors time-boxed read access.

Reference

Troubleshooting & FAQ
Common errors, how to read an audit row, support contacts.

Conventions used in this manual

  • Centre refers to one unit of the NGO (e.g. Pune) that has its own ledgers and is one tenant in the platform.
  • NGO refers to the head-office view that aggregates every centre.
  • Buttons, field labels, and menu paths are rendered as Dashboard → Donations → New.
  • Monetary amounts in examples use Indian rupees (₹) and Indian numbering (1,25,000.00).
  • Diagrams use a left-to-right flow; every box corresponds to a concrete screen or service in the app.