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Community Fund Accounting for Accountants
Our regular Community demo doesn't delve deeply into fund accounting, so this is a deeper dive into the integration between CRM/grants/fundraising and the general ledger, highlighting the four community foundation functions at which Community excels:
- spending allotment
- fund fees
- joint investment allocation
- auto-balancing

In addition, you’ll see screens used for posting administrative expenses and standard reports. We can also talk about how the CRM/grants/fundraising database interacts with the general ledger. But the focus is the “four things” above.

The accounting is implemented in Microsoft Dynamics 365 Business Central (formerly called Microsoft Dynamics NAV), in the same platform as Microsoft Dynamics 365 CRM where the donors/gifts/applicants/grants/scholarships live. You can read more at

but note the screens on the web are conspicuously for for-profit businesses. In Community we’ve hidden the functions that deal with purchasing/sales/inventory/profit/loss, so it will be appropriate for non-profits.

Feb 14, 2019 1:00 PM in Central Time (US and Canada)

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