Acumatica VAR, ISV, and Developer

NonProfit+™

NonProfit+™ Overview

Efficient Nonprofit Solutions with NonProfit+™
NonProfit+™, the nonprofit suite of Acumatica, isn’t just another nonprofit accounting software, it’s purpose-built by ASI to meet the distinct needs of nonprofit organizations. From comprehensive fund accounting and meticulous grant management to seamless program oversight and meticulous budgeting, NonProfit+™ covers all bases efficiently, ensuring that every aspect of your organization’s financial management is handled with precision and care.
Seamless Integration with Acumatica Cloud ERP

NonProfit+™ seamlessly integrates with Acumatica Cloud ERP, as it’s built natively on the Acumatica platform. This means it not only inherits all the powerful features and functionalities of Acumatica but also ensures a seamless user experience with a consistent look and feel. Whether you’re managing finances, tracking grants, or analyzing program performance, the integration between NonProfit+™ and Acumatica provides a unified and intuitive solution to streamline your nonprofit operations.

ASI: Your Nonprofit Partner Since 2005

When you partner with ASI, you’re teaming up with a company that has been specializing in nonprofit software solutions since 2005. With close to two decades of experience, we have honed our expertise in understanding the unique challenges and requirements of nonprofit organizations. Nonprofits are all we work with, so we have a deep understanding of your industry-specific needs. Trust ASI to be your dedicated partner in delivering efficient and effective solutions tailored to your nonprofit’s mission and goals.

NonProfit+™ Modules

NonProfit+™ meticulously captures all pertinent details necessary for executing tasks and activities within each designated Fund of an organization, facilitating precise tracking of Fund interactions, expenditures, and budgets. Fund accounting is paramount for nonprofits to fulfill fiduciary duties, adhere to regulatory requirements, foster stakeholder trust, and proficiently allocate financial resources toward achieving their mission and goals. We have integrated the necessary functionality to meet these requirements seamlessly.

KEY FEATURES OF FUND MANAGEMENT:
  • Budgeting by Fund: Easily create budgets for each Fund by the organization’s fiscal year. Configure budgets to track expenses by account, subaccount (dimensions), and Entry Codes, or a combination. Each Fund budget can be uploaded or entered.
  • Over Spending Protection: Be warned or prevented from overspending the budget. At the point of Data Entry, the system will notify the User of an Over Budget situation. The Budget Notification Options are “Warning”, “Budget Approver Required” or “Do Not Allow”. These options do not interfere with the user’s ability to enter the document in question (e.g. an AP Bill). Instead, it prevents the user from advancing the document for payment.
  • Fund Analytics: The “Fund Summary” inquiry gives you an at-a-glance overview of your Actual Expenses, Encumbered amounts and Budget Remaining. You can also easily view the information in greater detail by using the “Fund Activity Details” inquiry to review and look up any transactions pertaining to a Fund. Users can query the Activity Details for specific information using operators such as “contains”, “begins with”, etc.
  • Fund Accounting: Process the fund activity and enable fund balancing for background automated processing to keep funds in balance.
  • User Defined Fields: Funds requiring additional trackable information can include user defined fields within each fund record without any limits.
  • Rule-Based Notifications: Notifications are available as standard functionality. Some examples are: User needs to approve an AP Bill; a fund spending limit is within 10% of available budget; A user has been assigned a task to complete. Rule-Based Notifications helps remind users of time sensitive calls to action.: Notifications are available as standard functionality. Some examples are: User needs to approve an AP Bill; a fund spending limit is within 10% of available budget; A user has been assigned a task to complete. Rule-Based Notifications helps remind users of time sensitive calls to action.
  • Encumbrance: Utilizing the Requisition and Purchase modules will enable the tracking of vendor agreements against the budget to protect the budget from overspending.
  • Configurable Dashboards: Real-time dashboards, visually representing your fund data. Tailor each dashboard to individual user preferences, ensuring maximum utility. Notice any discrepancies? Dive deeper with just a click. Moreover, our intuitive dashboard widgets are fully compatible with our integrated mobile app, ensuring you stay connected anytime, anywhere.
  • Reporting: Benefit from comprehensive, user-friendly reports that not only inform but also allow you to delve deeper, with the ability to drill down to the source document whenever necessary.
  • Fund Access Rights: Restrict users’ access to use and explore certain funds. This includes the use of the Fund within data entry screens. Assign only the chart of accounts attributable to a specific Fund to reduce potential data entry errors. Assign fund(s) to the users that should interact and review the Fund information and budgets.

In today’s ever-evolving nonprofit landscape, grants play a pivotal role in fueling the missions of countless organizations. They provide the much-needed financial lifeline that enables these entities to drive change, make a difference, and sustain their operations. Managing grants efficiently is not just a necessity—it’s an art. Challenges often arise from using generic accounting software that treats grant management as a mere afterthought.

NonProfit+™, natively built on the Acumatica Cloud ERP, is a specialized grant management software crafted from the ground up to address the unique needs and intricacies of grant management for nonprofit organizations.

KEY FEATURES OF GRANT MANAGEMENT:
  • Complete Grant Cycle Management: Seamlessly oversee every phase, from Pre-Award initiation to the final Expiration, ensuring no detail is overlooked.
  • Unified Data Management: Centralize and capture all pertinent grant details, from files and notes to tasks and communications, so every piece of information is within reach.
  • Tailored Configurations: Customize settings and configure indirects specific to the grantor’s requirements, ensuring you always meet the requirements of your grants.
  • Efficient Automated Drawdown Process: Streamline tasks with our automated drawdown process, covering reimbursements, restricted revenue release, and revenue recognition.
  • Transparent Grant Operations: Gain clear insights into drawdown details, enhancing transparency and trust for grantors.
  • Insightful Reporting: Benefit from comprehensive, user-friendly reports that not only inform but also allow you to delve deeper, with the ability to drill down to the source document whenever necessary.
  • Grant Record: Manage Grants from Pre-award to Expiration. define the grant life whether 6 months or 6 years, a grant can be defined with any life, restrict chart of account use, restrict employee access to the grant use within each module, create activities and define the use of user defined fields.
  • Indirects: Define indirect codes to be assigned to each grant based on the agreement with the grantor. This can be a simple percentage or variable percentage based on expense. Calculate indirect rates automatically during the draw down process.
  • Draw Down Process: Historically this process has been limited to federal reimbursement grants. NonProfit+™ has expanded the definition by including all.
  • Create and Manage Budgets: Easily create grant budgets from scratch, upload from excel or load from another similar grant. Manage budgets by amending, adding or subtracting additional budgets without altering the original approved budget. All within a single area of focus.
  • Budget Checking and Over Spending Protection: Protecting the budget is part of being a successful nonprofit. Following budget entry, approval, and release, every data entry screen conducts a budget check on each recorded line, promptly notifying the user if any budget thresholds have been exceeded.
  • User Defined Fields: Grants requiring additional trackable information can include user defined fields within each grant record without any limits.
  • Rule-Based Notifications: Notifications are available as standard functionality. Some examples are: User needs to approve an AP Bill; a grant spending limit is within 10% of available budget; A user has been assigned a task to complete. Rule-Based Notifications helps remind users of time sensitive calls to action.
  • Encumbrance: Utilizing the Requisition and Purchase modules will enable the tracking of vendor agreements against the budget to protect the budget from overspending.
  • Configurable Dashboards: Real-time dashboards, visually representing your grant data. Tailor each dashboard to individual user preferences, ensuring maximum utility. Notice any discrepancies? Dive deeper with just a double-click. Moreover, our intuitive dashboard widgets are fully compatible with our integrated mobile app, ensuring you stay connected anytime, anywhere.
  • Reporting: Benefit from comprehensive, user-friendly reports that not only inform but also allow you to delve deeper, with the ability to drill down to the source document whenever necessary.

NonProfit+™ records all related information needed to perform tasks and activities in each defined Program within a given organization; resulting in granular tracking of Program interactions, expenses and budgets.

KEY FEATURES OF PROGRAM MANAGEMENT:
  • Budgeting by Program: Easily create budgets for each Program by the organization’s fiscal year. Configure budgets to track expenses by account, subaccount (dimensions), and Entry Codes, or a combination. Each Program budget can be uploaded or entered.
  • Over Spending Protection: Be warned or prevented from overspending the budget. At the point of Data Entry, the system will notify the User of an Over Budget situation. The Budget Notification Options are “Warning”, “Budget Approver Required” or “Do Not Allow”. These options do not interfere with the user’s ability to enter the document in question (e.g. an AP Bill). Instead, it prevents the user from advancing the document for payment.
  • Program Analytics: The “Program Summary” inquiry gives you an at-a-glance overview of your Budget Remaining. You can also easily view the information in greater detail. Use the “Program Activity Details” inquiry to review and look up any transactions pertaining to a Program. Users can query the Activity Details for specific information using operators such as “contains”, “begins with”, etc.
  • Program Information Manager: The Program record has many options to capture non-financial information. Select the “Activity” tab to record notes, conversations or emails. File attachments are a great way to capture all approved documentation or requirements. It is also possible to maintain a list of all contact individuals which will be available at the User’s fingertips.
  • User Defined Fields: Programs requiring additional trackable information can include user defined fields within each program record without any limits.
  • Rule-Based Notifications: Notifications are available as standard functionality. Some examples are: User needs to approve an AP Bill; a program spending limit is within 10% of available budget; A user has been assigned a task to complete. Rule-Based Notifications helps remind users of time sensitive calls to action.

  • Encumbrance: Utilizing the Requisition and Purchase modules will enable the tracking of vendor agreements against the budget to protect the budget from overspending.
  • Configurable Dashboards: Real-time dashboards, visually representing your program data. Tailor each dashboard to individual user preferences, ensuring maximum utility. Notice any discrepancies? Dive deeper with just a double-click. Moreover, our intuitive dashboard widgets are fully compatible with our integrated mobile app, ensuring you stay connected anytime, anywhere.
  • Reporting: Benefit from comprehensive, user-friendly reports that not only inform but also allow you to delve deeper, with the ability to drill down to the source document whenever necessary.
  • Program Access Rights: Restrict users’ access to use and explore certain programs. This includes the use of the Program within data entry screens. Assign only the chart of accounts attributable to a specific Program to reduce potential data entry errors. Assign program(s) to the users that should interact and review the Program information and budgets.

Effective budget management isn’t just a matter of numbers; it’s a testament to an organization’s dedication, transparency, and integrity. NonProfit+™ recognizes the unique challenges and responsibilities of non-profits, introducing a budget management solution tailored to your needs. Natively developed and seamlessly integrated with Acumatica Cloud ERP, NonProfit+™ empowers organizations to operate within board-approved budgets, offering real-time insights and proactive alerts.

KEY FEATURES OF BUDGET MANAGEMEN:
  • Real-Time Budget Monitoring: Budgets can be configured to alert users when they are approaching or have exceeded the budget as data entry is being performed. Alerts can be configured for: i) Warning Only. Where users are warned about over-budget scenarios, but allows them to continue processing the transaction; ii.) Over Budget Approver Required. Where an over-budget approver is required to review and approve any transaction that exceeds the budget before it can be released. iii.) Over Budget Not Allowed. Which restricts users from releasing transactions until the document is within the approved budget.
  • Budget Amendments: Amendments enable users to move budget amounts between budget line items without altering the total approved budget.
  • Additional Budget (or Change Orders): Additional budgets allow users to add or subtract to/from the budget while maintaining the ‘Approved Budget’ and the amendments. Unlimited.
  • Granular Restricted Views: Control user access over what each user can see or access. This level of configuration ranges from specific screens and reports to particular programs, grants, and accounts.
  • Program, Grant and Fund Management: Specially tailored for nonprofits, NonProfit+™ offers robust program, grant, and fund management features. This functionality ensures every dollar is tracked, accounted for, and used according to donor specifications and organizational goals.
  • Seamless Integrations: Acumatica and Acumatica Nonprofit + integrates with other nonprofit tools, such as donor management platforms, ensuring a cohesive and efficient workflow.

Encumbrance allows the allocation or reservation of funds for future expenditures or commitments. It represents a temporary restriction on available funds, indicating that a portion of the budget has been set aside for specific purposes but has not yet been spent. Encumbrances utilizes the request, requisition and purchasing functionality within Acumatica for planned expenses, contracts, or other obligations that have been authorized but not yet fulfilled.

KEY FEATURES OF ENCUMBRANCE ACCOUNTING:
  • Inquiry by Fund: Examine encumbered amounts by fund along with actual amounts and budgeted amounts. Utilize various inquiries to monitor to track expenses by account, subaccount (dimensions), Entry Codes, and business account (employee, vendor, customer) or a combination.
  • Inquiry by Grant: Examine encumbered amounts by grant along with actual amounts and budgeted amounts. Utilize various inquiries to track expenses by account, subaccount (dimensions), Entry Codes, and business account (employee, vendor, customer) or a combination.
  • Inquiry by Program: Examine encumbered amounts by program along with Actual amounts and budgeted amounts. Utilize various inquiries to track expenses by account, subaccount (dimensions), Entry Codes, and business account (employee, vendor, customer) or a combination.
  • Over Spending Protection: Be warned or prevented from overspending the budget. At the point of Data Entry, the system will notify the User of an Over Budget situation. The Budget Notification Options are “Warning”, “Budget Approver Required” or “Do Not Allow”. These options do not interfere with the user’s ability to enter the document in question (e.g. a requisition or purchase order). Instead, it prevents the user from advancing the document for approval or as an open document.
  • Analytics: Every inquiry offers specific amounts within its designated area, allowing for deeper insight into the queried amount. Further exploration can lead to the original document if desired. Additionally, accessing detailed information is effortless through the “Activity Details” inquiry, enabling thorough examination and retrieval of transactions associated. Users can query the Activity Details for specific information using operators such as “contains”, “begins with”, etc.
  • Rule-Based Notifications: Notifications are available as standard functionality. Some examples are: User needs to approve a purchase order; spending limit is within 10% of available budget; a purchase order or its lines have been fully processed to Accounts Payable. Rule-Based Notifications helps remind users of time sensitive calls to action.
  • Vendor Contract / agreements: Utilizing the Requisition and Purchase modules will enable the tracking of vendor agreements against the budget to protect the budget from overspending.
  • Configurable Dashboards: Real-time dashboards, visually representing your encumbered data. Tailor each dashboard to individual user preferences, ensuring maximum utility. Notice any discrepancies? Dive deeper with just a click. Moreover, our intuitive dashboard widgets are fully compatible with our integrated mobile app, ensuring you stay connected anytime, anywhere.
  • Reporting: Benefit from comprehensive, user-friendly reports that not only inform but also allow you to delve deeper, with the ability to drill down to the source document whenever necessary.
  • Fund Access Rights: Restrict users’ access to use and explore certain funds. This includes the use of the Fund within data entry screens. Assign only the chart of accounts attributable to a specific Fund to reduce potential data entry errors. Assign fund(s) to the users that should interact and review the Fund information and budgets.