Salesforce release nonprofit & education - accounting subledger
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The accounting subledger is a feature-rich package for nonprofits that integrates with the nonprofit success pack to facilitate the generation of ledger entries for external accounting systems. It offers benefits such as high transparency, efficient time management, and a unified view of operations while providing integration with nonprofit and education data. The subledger has various licensing editions, including a starter and growth edition, each with specific functionalities.
Salesforce release nonprofit & education - accounting subledger
- 1. cloud.analogy [email protected] +1(415)830-3899 SALESFORCE RELEASE Nonprofit & Education ACCOUNTING SUBLEDGER TM
- 2. cloud.analogy [email protected] +1(415)830-3899 What Is Nonprofit Cloud Accounting Subledger? Accounting Subledger is a new, feature-rich package that is installed on top of the Nonprofit Success Pack. It lets you generate ledger entries for Opportunities and Payments designed to be sent to external accounting systems.
- 3. cloud.analogy [email protected] +1(415)830-3899 Features Of Accounting Subledger Map To Accounting Systems - Provide Customized templates for accounting systems. Generate Debits And Credits - Create accounting records in the style of standard journal entries. Detailed Gift Allocations - Distribute gifts to specific funds. Accounting Periods - Open and close accounting periods. Integration With Nonprofit And Education Data - Expand your gift-recording capabilities.
- 4. cloud.analogy [email protected] +1(415)830-3899 Benefits Of Accounting Subledger High Transparency - The information is updated in the financial and CRM systems, generating economic and operational reports for internal and external stakeholders. More efficient time use - Manage complex tasks across various programs, projects, and fiscal years. This will allow you to spend more time on raising money and growing your mission. Unified View Of Operations: Optimize the data between your CRM and your accounting system is that you can have all the information about your donors and every other transaction in one place.
- 5. cloud.analogy [email protected] +1(415)830-3899 Accounting Subledger Licensing 1. Starter Edition To seamlessly manage adjustment, reversals, and write-offs, it recognizes payments and pledges. 1. Growth Edition It offers all kinds of functionalities for the starter edition to generate credits and debits.
- 6. cloud.analogy [email protected] +1(415)830-3899 Best Practices For Using Salesforce NPSP Accounting Subledger Recurring Donations Considerations Assign Default General Accounting Unit Enable Automatic Payment Creation Enable Payment Distribution Latest NPSP Data Alignment
- 7. THANK YOU cloud.analogy [email protected] +1(415)830-3899
Editor's Notes
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