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Migration of General Ledger Open balances only?
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As a Not-for-Profit organisation, it is critical to keep up to date with new accounting legislation. Many smaller charities are questioning whether to continue to use third parties to manage and record their financial transactions or to adopt a simple finance system of their own. Generic finance implementations can be too costly for smaller charities who have a low number of users, therefore it is essential for any solution to be affordable, quick to implement, have a full reporting output which is SORP compliant and also have all associated training materials readily available for the general user. This is where our NfP 365 Finance suite of solutions could be the perfect answer.
We are a Microsoft Gold Partner and an experienced provider of Microsoft solutions. Having worked closely with our charity customers for many years, we understand what makes you tick and how the Microsoft solutions that we work with can help solve some of the challenges you face. Our NfP 365 Finance packages are built on the framework of Microsoft Dynamics 365 Business Central and tailored to the unique needs of the charity sector. They have been developed to help you with all your financial needs so your organisation can focus on growing and delivering your mission, safe in the knowledge that your finance solution will grow with you.
Power BI reporting provides pre-defined financial-based reports, including SORP reports such as SoFA, which gives your charity a full 360 degree view of all transactions within the financial system in real-time and the ability to share essential information with their stakeholders.
Budgeting is key for any type of organisation to manage their costs. NfP 365 Finance can have multiple budgets for your reporting categories. Budgets can be exported to Excel, sent out to budget holders and easily imported back ready for reporting.
Our Electronic Funds Transfer (EFT) functionality provides facilities for users to create their own EFT/BACS formats to help them manage financial transfers more efficiently and flexibly.
We are finance people too and understand the preference of working in Microsoft Excel, part of the Microsoft Office (O365) suite. Our solution works in unison with O365 by providing functionality to easily export data into Excel, amend and publish back into NfP 365 Finance.