Unlocked Components in NFP SuiteApps

The following is the list of unlocked components in each NFP SuiteApp:

Type

Components

SuiteApp

Usage

Custom Segments, Custom Records

  • Program

  • Revenue Subtype

  • Time Restriction

  • Restriction

  • Region

  • Functional Expense

  • Revenue Type

  • Grant

NFP Financials

(These components are also referred and unlocked in all SuiteApps dependent on NFP Financials)

A SuiteApp update does not preserve changes to the following custom segments fields, and you must redo the changes after the update:

  • Filter By

  • Show in List

  • Display Type

  • Help

  • Description

Ensure the following:

  • No changes are made to the following subtabs

    • Fields

    • Icons

  • No entries are added to the following subtabs:

    • Subtabs

    • Sublists

  • No changes are made to the lists or records attached to a field

Do not rename the following classifications with the same name as the custom segments in the NFP Financials SuiteApp:

  • Department

  • Class

  • Locations

  • Subsidiary

  • Account

  • Household

NFP Constituent Management

Custom Forms

  • NFP – Program

  • NFP-Grant

NFP Financials

(These components also referred and unlocked in all SuiteApps dependent on NFP Financials)

Do not make any changes to these components. To customize these components, create a copy and then customize.

Transactions:

  • Release from Restriction

NFP Financials

(These components also referred and unlocked in all SuiteApps dependent on NFP Financials)

SuiteApp updates will reset any changes made to the custom transaction unlocked components. Redo the changes after the SuiteApp updates.

Center Tabs:

  • NFP Financial Center Classic Center

  • NFP Financial Center Accounting Center

  • NFP Financial Center Executive Center

NFP Financials

(These components also referred and unlocked in all SuiteApps dependent on NFP Financials)

Do not make any changes to these components. To customize these components, create a copy and then customize.

  • NFP CRM Center (Executive Center)

  • NFP CRM Center (Sales Center)

  • NFP CRM Center (Classic Center)

  • NFP CRM Center (Accounting Center)

NFP Constituent Management

  • NFP Expense Management (Accounting Center)

  • NFP Expense Management (Classic Center)

  • NFP Expense Management (Executive Center)

NFP Labor Expense Allocation

Saved Reports:

  • Comparative Expense Summary

  • Comparative Revenue Summary

  • Grant Expense Detail

  • Grant Expenses by Year

  • Program Expense Detail

  • Program Expenses by Year

  • Program Revenue by Month

  • Program Revenue by Year

  • Program Revenue Detail

  • Restricted Revenue by Account

  • Restricted Revenue by Program

  • Revenue Stream Distribution by Month

  • Revenue Stream Distribution by Year

  • Revenue Stream Distribution Detail

  • Unbilled Grants

NFP Financials

(These components also referred and unlocked in all SuiteApps dependent on NFP Financials)

Do not directly customize the reports delivered with the SuiteApps because the SuiteApp updates will overwrite the customizations. If you have customized the reports, verify that you have documented the changes and redo the changes after the SuiteApp updates.

  • Revenue by Restriction

  • Expenses by Department

  • Revenue Stream Distribution

  • Expense by Grant

  • Expenses by Program

  • Revenue by Program

  • Grant Revenue Distribution

  • Expenses by Functional Expense

NFP Customization

  • Statement of Cash Flow

  • Statement of Financial Position

  • NFP Income Statement - UR

  • Statement of Functional Expense

  • Statement of Activity

  • NFP Income Statement - TR

  • Grant Statement of Activity

  • Program Outcomes (statistical)

NFP Reports

Saved CSV Imports:

  • Navigation Shortcut Import

  • Navigation Category Import

  • NFPC Default Dashboard Tiles

  • Navigation Shortcut Group Import

  • Navigation Shortcut Tooltip Import

NFP Customization

Do not make any changes to these components. To customize these components, create a copy and then customize.

  • NFP Project Import

  • NFP Historical Trial Balance Import

  • NFP Other Charge Item for Sale

  • NFP Vendor Bill Import

  • NFP Trial Balance as of Go-Live

  • NFP Pledge | Order Import

  • NFP Region Import

  • NFP Program

  • NFP Grant Opportunity

  • NFP Donation | Cash Sale Import

  • NFP Vendor Contact Import

  • NFP Employee Import

  • NFP Department Import

  • NFP Credit Memo Import

  • NFP Segment Code Import

  • NFP Service Sale Item Template

  • NFP COA Import

  • NFP Non Inventory Item For Purchase

  • NFP Non Inventory Item for Sale

  • NFP Release from Restriction Import

  • NFP Purchase Order Import

  • NFP Invoice Import

  • NFP Constituent Organization

  • NFP Expense Categories Import

  • NFP Grant Import

  • NFP Individual Constituents

  • NFP Vendor Import

  • NFP Open Vendor Credits

NFP Data Migration

  • Navigation Shortcut Import

  • Navigation Category Import

  • NFPC Default Dashboard Tiles

  • Navigation Shortcut Group Import

  • Navigation Shortcut Tooltip Import

NFP Starter Customization

  • Navigation Shortcut Import

  • Navigation Category Import

  • NFPC Default Dashboard Tiles

  • Navigation Shortcut Group Import

  • Navigation Shortcut Tooltip Import

NFP Standard Customization

  • Employee Pay Import

NFP Labor Expense Allocation

Custom KPI Scorecards:

  • NFP Financials

  • NFP Financial Analytics

  • NFP Revenue Analytics

  • NFP Executive

NFP Customization

Do not make any changes to these components. To customize these components, create a copy and then customize.

  • NFP Operations

  • NFP Vendor Performance

NFP Standard Customization

Dashboards:

  • NFP CFO Dashboard

NFP Customization

Do not make any changes to these components. To customize these components, create a copy and then customize.

  • NFP ST CEO Dashboard

  • NFP ST Accountant Dashboard

  • NFP ST CFO Dashboard

  • NFP ST Grant Admin Dashboard

NFP Starter Customization

  • NFP EM CFO Dashboard

  • NFP EM Controller Dashboard

  • NFP EM A/R Dashboard

  • NFP EM A/P Dashboard

  • NFP EM CEO Dashboard

  • NFP EM Grant Admin Dashboard

  • NFP EM Prgm Manager Dashboard

NFP Standard Customization

Saved Searches:

  • Constituent Details

NFP Constituent Management

Do not make any changes to these components. To customize these components, create a copy and then customize.

Custom Sublists:

  • Other Relationships

  • Soft Credits

NFP Constituent Management

Do not make any changes to these components. To customize these components, create a copy and then customize.

Related Topics

NFP SuiteApps Update Verification
Installing NFP SuiteApps Update Verification
Settings in the SuiteApps Update Verification Page
Enabling SuiteApp Updates
Notifications When Installing NFP SuiteApp Updates

General Notices