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cloud.analogy info@cloudanalogy.com +1(415)830-3899
SALESFORCE RELEASE
Nonprofit & Education
ACCOUNTING SUBLEDGER
TM
cloud.analogy info@cloudanalogy.com +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.
cloud.analogy info@cloudanalogy.com +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.
cloud.analogy info@cloudanalogy.com +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.
cloud.analogy info@cloudanalogy.com +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.
cloud.analogy info@cloudanalogy.com +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
THANK YOU
cloud.analogy info@cloudanalogy.com +1(415)830-3899

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Salesforce release nonprofit & education - accounting subledger

  • 1. cloud.analogy info@cloudanalogy.com +1(415)830-3899 SALESFORCE RELEASE Nonprofit & Education ACCOUNTING SUBLEDGER TM
  • 2. cloud.analogy info@cloudanalogy.com +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 info@cloudanalogy.com +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 info@cloudanalogy.com +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 info@cloudanalogy.com +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 info@cloudanalogy.com +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

Editor's Notes

  1. https://garysmithpartnership.com/best-practice-dashboards/