|
Getting your Trinity Audio player ready...
|
Purpose-built Finance for Nonprofit Organizations
A practical guide to log-frame budgets, donor management and staff advance controls in Microsoft Dynamics 365 Business Central.
Learn how nonprofits can tie every expense to a donor-agreed activity, control spending before it posts and show donors exactly how every dollar was used.
Against Activity Budgets
Donor Accountability
Staff Advances
What's Inside This Whitepaper
A step-by-step guide to designing donor accountability into your finance system, from the log frame to the donor report.
The Nonprofit Finance Challenge
Why a standard ERP budget isn't enough for activity-based, donor-funded work.
Budgets Built on the Log Frame
From project goal to a budgeted activity line, with an optional work plan.
Donor Management
Donors as customers: sales invoices, fund forms and receipts with approvals.
Budget-Controlled Spending
Purchase invoices that must find their activity budget, and payment vouchers.
Petty Cash
Request, approval, disbursement and surrender, with a configurable limit.
Travel Advances & Staff Claims
Imprest end to end, with claims and refunds worked out automatically.
Controls & Accounting Entries
The entries behind each document and eight controls finance can rely on.
Donor Reporting & Next Steps
Donor utilization reports, the roadmap and five questions to ask of any system.
From Donor Funds to Donor Reports
One connected process in Microsoft Dynamics 365 Business Central, with a control at every step.
Log Frame
Goal to budgeted activity lines
Donor Invoice
Bill the donor by income theme
Donor Receipt
Funds received and applied
Budget Check
Invoice must find its activity budget
Payment Voucher
Approved payment to vendors
Petty Cash & Imprest
Request, surrender and claim
Donor Report
Utilization and budget vs actual
Can Your Finance System Prove How Every Dollar Was Used?
A general ledger budget alone can't enforce nonprofit discipline. It's time to design accountability in.
Activity-Based Budgets
Budgets agreed with donors activity by activity must be tracked that way.
Many Donors, Many Projects
One donor may fund several projects, and one project several donors.
Cash in Staff Hands
Petty cash and travel advances are routine and must be accounted for.
Accountability to Funders
Donors expect to see how funds were used, line by line, against budget.
Pages
Inside the Whitepaper
Real-world process flows, accounting entries and controls to help you move from insight to action.
Download the Whitepaper →For Microsoft Dynamics 365 Business Central
Donors fund outcomes. Your finance system should track spending the same way, by combining standard ERP processes with log-frame budgets and nonprofit controls.
See the Full Whitepaper →Microsoft Dynamics 365 Business Central
Receivables, payables, cash management and approval workflows, extended rather than replaced.
Log-Frame Budget Control
Activity lines carry the budget, and spending is checked against them before it posts.
Donor & Staff Accountability
Receipts, petty cash, imprest, surrenders and claims, with donor-ready reporting.
Budget-checked spending.
Donor-ready reports.
Download the Full Whitepaper
Click the button to download the 12-page PDF instantly. No form to fill in.
- How log-frame budgets carry the donor budget
- The accounting entries behind every document
- Eight controls finance teams can rely on
- Five questions to ask of any nonprofit finance system
Ready to Assess Your Nonprofit Finance Setup?
Book a 30-minute walkthrough of log-frame budgets, donor funds and staff advance controls in Business Central.
Book a Nonprofit Demo →- Projects and donors
- Log-frame structure
- Chart of accounts by theme
- Approvals and limits
- Petty cash
- Travel advances and claims
- Donor reporting
- Implementation priorities
how every dollar
was used.