NFP ST Accountant

The Accountant has primary responsibility for managing the company’s accounts, including record-keeping and financial reporting.

The Accountant 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 Financial Center

  • Reminders

    (reminders with zero results still appear)

    • Bills to Pay

    • Constituents to Bill

    • Purchase Orders to Bill

    • Memorized Transactions due

    • Purchase Orders to Print

    • Allocation Schedules due

    • Amortization Entries pending

    • Tasks that are overdue

    • Tasks due today

    • Tasks to complete (standard)

    • Event Invitations to respond to (standard)

  • KPI Meters

    Operating Cash Flow

  • Trend Graphs

    • Quarterly Payable (on the left)

    • Quarterly Total Bank Balance (on the right)

  • Settings (standard portlet)

  • Report Snapshots

    • Revenue by Program (on the right)

    • Expenses by Grant (on the right)

  • Tiles (custom portlet)

    • Activity

    • Financial

    • Cash Flow

    • Expenses

  • Navigation Shortcuts

    • NFP Accountant

    • Lists and Transactions

    • Financial Reports

    • Other Reports

    • A/P and A/R Reports

  • Key Performance Indicators

    • Restricted Revenue

    • Unrestricted Revenue

    • Operating Cash Flow

    • Total Bank Balance

    • Program Service Expenses

    • Expenses

    • Operating Expenses

    • Payables

    For details on the KPIs, see Standard Key Performance Indicators Table and Social Impact KPIs.

Related Topics

General Notices