1. Non-Profit Management
  2. Social Impact Standard Edition
  3. Social Impact Standard Edition Roles and Dashboards
  4. NFP EM A/R Clerk

NFP EM A/R Clerk

The  A/R Clerk  is responsible for ensuring prompt processing, evaluation, and reporting of cash sales and invoice for payment. The primary role of the  A/R Clerk  includes reviewing and auditing the company’s revenue reports and invoices for compliance. 

The A/R Clerk 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)

    • Invoices Overdue

    • Event Invitations to respond to

    • Tasks to complete (standard)

    • Tasks due today (standard)

  • KPI Meters

    • Receivables (on the left)

    • NFP Average Days to Receive (on the right)

  • Trend Graphs

    • Monthly Receivables (on the left)

    • Monthly Average Days Overdue (on the right)

  • Navigation Shortcuts

    • Account Receivable

    • Tools

    • Transactions

    • Reports

  • Key Performance Indicators

    • Receivables

    • NFP Average Days to Receive

    • Unbilled Grants

    • Pledge Receivables

    • Grant Receivables

    • Other Receivables

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

  • Custom Saved Search

    NFP A/R Aging

  • List

    Constituents

  • Settings (standard portlet)

Related Topics:

General Notices