NFP EM Controller

The Controller is the company’s chief accounting officer and heads the accounting department. The Controller manages the company’s financial statements, general ledger, cost accounting, payroll, accounts payable, accounts receivable, budgeting, tax compliance and any special analyses. They are responsible for the company's finances including financial planning, management of financial risks, record-keeping, and financial reporting.

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

Center Type

Custom Center Tabs



  • 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

  • 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)


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

Related Topics:

Social Impact Standard Edition Roles and Dashboards
NFP EM Grant Administrator
NFP EM Program Manager
NFP EM A/P Clerk
NFP EM A/R Clerk

General Notices