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
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Custom Center Tabs
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Portlets
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Accounting
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Home
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Billing
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Constituents
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Vendors
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Payroll and HR
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Financial
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NFP Financial Center
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Reminders
(reminders with zero results still appear)
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Bills to Pay
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Constituents to Bill
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Purchase Orders to Bill
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Memorized Transactions due
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Purchase Orders to Print
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Allocation Schedules due
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Amortization Entries pending
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Tasks that are overdue
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Tasks due today
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Tasks to complete (standard)
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Event Invitations to respond to (standard)
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KPI Meters
Operating Cash Flow
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Trend Graphs
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Settings (standard portlet)
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Report Snapshots
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Tiles (custom portlet)
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Activity
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Financial
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Cash Flow
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Expenses
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Navigation Shortcuts
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NFP Accountant
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Lists and Transactions
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Financial Reports
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Other Reports
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A/P and A/R Reports
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Key Performance Indicators
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Restricted Revenue
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Unrestricted Revenue
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Operating Cash Flow
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Total Bank Balance
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Program Service Expenses
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Expenses
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Operating Expenses
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Payables
For details on the KPIs, see Standard Key Performance Indicators Table and Social Impact KPIs.
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General Notices