UPERDFI is live on QuickBooks Online. The Digitalization team led by VP Dante Briones is coordinating with our external auditors to ensure that the new system is in-line with good accounting practices. The next step is to register the QBO system with the BIR.
Two BS IE students, CJ Serafica and Romela Bragais, have completed their internship with UPERDFI. The interns worked on optimizing and documenting the workflow processes of the Foundation, particularly on the Donation Lifecycle, which covers the acquisition and recording of donations and the disbursement of funds to beneficiaries. The diagrams have been segmented to allow for the documentation of future automation of procedures.
For the document management system, UPERDFI procured two units of office equipment – a scanner and an all-in-one printer. These will be used to scan and upload old and incoming transactions to the cloud. With the help of IE alumni Rico Ibana and Alma Sta. Ana, UPERDFI is developing the document management structure and control system for policies and donation-related documents.
UPERDFI will also be moving toward the automation of its receipts and disbursement process through enrollment in UnionBank’s and BPI’s on-line banking systems.