What’s Included?

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

• 1 company with standard Business Central roles and permissions
• Charity-specific, best practice Chart of Accounts including sub-accounts for summary/detail analysis
• Pre-set configuration specifically for the charity sector
• Financials and Bank including 3 Analysis (Dimension) codes for segmented reporting
• Loading of General Ledger opening balances only
• Bank statement import functionality
• Budgets, Sales and Purchasing
• VAT including Making Tax Digital enablement
• Electronic Funds Transfer (standard UK banks only

What Else?

• Fixed assets with Net Book Value data migration
• Non-inventory and Service items including Item Header Uploads
• 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
• Full on-demand training material suite including videos and documentation
• Email-only or telephone support option

Benefits to Your Charity

Our NfP 365 Finance Silver package enables your charity to keep digital account records and gives you the ability to connect to other digital sources (for example Making Tax Digital for VAT), all of which is becoming a crucial requirement for charities and NfPs.

You can get started quickly as there is no lengthy or costly implementation required, often within 5 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.

Not only that, it gives you an easy-to-use Accounting and Reporting system in the cloud, specifically designed and configured for charities, which allows your users to access information remotely and securely via any device. This gives your charity 24/7 access to your data without the need for any on-premise installation. Download our factsheet for further information.