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.
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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.
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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.
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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.
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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.
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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