1. Non-Profit Management
  2. Social Impact Standard Edition
  3. Social Impact Standard Edition Roles and Dashboards
  4. NFP EM Controller

NFP EM Controller

The Controller is the chief accounting officer and leads the accounting department.

The Controller handles financial statements, general ledger, payroll, budgeting, taxes, and special analyses. They’re responsible for financial planning, risk management, record-keeping, and reporting.

The Program Controller role includes custom dashboards. The following table highlights the key portlets on the Home dashboard.

Center Type

Custom Center Tabs

Portlets

Accounting

  • Home

  • Billing

  • Constituents

  • Vendors

  • Payroll and HR

  • Financial

  • NFP CRM Center

  • NFP Financial Center

  • Reminders

    (reminders with zero results still appear)

    • Journals to Approve by you

    • Orders to Receive

    • Invoices Overdue

    • Purchase Requests to Approve

    • Bills to Approve

    • Bills to Pay

    • Tasks to complete (standard)

    • Tasks due today (standard)

  • Report Snapshots

    • Functional Expenses (on the left)

    • Expenses by Grant (on the left)

    • Expenses by Program (on the left)

    • Revenue by Restriction (on the right)

    • Revenue Stream Distribution (on the right)

    • Revenue by Program (on the right)

  • Settings (standard portlet)

  • Navigation Shortcuts

    • NFP Controller

    • Lists & Transactions

    • FASB Reports

    • Other Reports

  • Scorecard

    NFP Financials

    For details on custom scorecards, see Social Impact KPI Scorecards.

  • Key Performance Indicators

    • Restricted Revenue

    • Unrestricted Revenue

    • Revenue Released from Restriction

    • Program Service Expenses

    • Fundraising Expenses

    • Management & General Expenses

    • Payables

    • Receivables

    • Operating Cash Flow

    • Total Bank Balance

    For details on the custom KPIs, see Social Impact KPIs.

  • Custom Saved Search

    • Net Assets by Program

    • Giving Statistics by Type

  • KPI Meter

    Total Bank Balance (on the right)

Note:

Account Reconciliation Summary is a portlet added by core NetSuite. For more information about this portlet, see Portlet Types Table.

Related Topics:

General Notices