Nonprofit Operations

Program Setup and Operations

Program Operations Setup > Segment Code / Budget Setup > Grantor and Constituent Reporting > Grant and Program Budget Versus Actual Reporting > Constituent and Grantor Billing > Coded Expense> Transactions > Organizational Financial Reporting

Constituent and Grantor Billing

New Grant, Program Established > YES > Cash, Deposit, Payment Applied to Constituent

New Grant, Program Established > No > Pledge or Contribution Grant > Setup Constituent Invoicing > Invoice delivery > Accounts Receivable > A/R Aging, Receipt of Payment

Expense Transaction Coding and Payment

New Grant, Program Established > Segment Code Creation > Receive Vendor Bill > Pay Vendor Bill Check, ACH File > Record Vendor Bill > Accounts
Payable Aging Reports

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