What’s Included?

Our NfP 365 Finance Gold solution has the core functionality of Microsoft Dynamics 365 Business Central plus the following enabled:

• A maximum of two live Companies and standard Dynamics 365 Business Central roles and permissions
• Charity-specific Chart of Accounts including sub-accounts for summary/detail analysis
• Pre-set configuration specifically for the charity sector
• Financials and Bank including up to 4 Analysis (Dimension) codes for segmented reporting
• Loading of General Ledger opening balances only
• Bank statement import functionality
• Budgets, Sales and Purchasing modules
• VAT including Making Tax Digital enablement
• Electronic Funds Transfer (standard UK banks only)
• Multi-currency

What Else?

• Fixed assets with Net Book Value data migration
• Non-inventory and Service items including Item Header Uploads
• Lite Inventory – Inventory Items including Inventory Item Migration. This includes average costing only and a maximum of 3 locations
• Customisation of Chart of Accounts and sales/purchase forms to customer requirements
• Customer and Vendor Migration including Open transactions
• GL Balances Migration – month on month for current FY only
• Power BI Reporting Pack (including 13 NfP specific SORP-compliant reports linking directly to Business Central) along with pre-defined reporting views on Income and Expenditure, plus Inventory / Budgetary Power BI reports
• Full on-demand training material suite including videos and documentation
• Email-only or telephone support option
• 1 remote day Q&A with consultant plus specific m-hance Project Manager involvement to ensure progress updates are communicated efficiently

Benefits to Your Charity

Our NfP 365 Finance Gold package allows your charity to keep digital account records and gives you the ability to connect to other digital sources (for example for the purpose of Making Tax Digital for VAT), all of which are becoming crucial requirements for charities.

You can get started quickly as there is no lengthy or costly implementation required, often within 10 working days. Your SORP-compliant Reporting Suite including SoFA reports can be viewed on a daily basis instead of monthly/annually, meaning that you can identify important financial trends and act upon them accordingly.

NfP 365 Finance Gold is scalable and will grow with your charity, so no need for further implementations as your income increases. Furthermore, it can be accessed from anywhere, on any device and at any time; allowing you to do what you do best and spend more time focusing on increasing income and delivering your mission, rather than on time-consuming financial administrative tasks. Download our factsheet for further information.