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Accounting Subledger

Align your fundraising data with an accounting system.

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Increase Fundraising and Finance Transparency

Accounting Subledger is a product that prepares your fundraising information for your accounting system. It saves fundraising and finance significant budget and time on reconciliation tasks by connecting systems to ensure a single source of truth for revenue and payment data.

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Features & Benefits

Accounting Subledger Reports on a desktop

Customized Templates for Your Accounting Systems

Accounting Subledger supports mappings to almost any accounting system from within Salesforce. It comes with out-of-the-box templates for widely used accounting systems, including: Blackbaud Financial Edge, Sage Intacct, Quickbooks, NetSuite, Banner Finance, Oracle Peoplesoft, Microsoft Dynamics (Great Plains), Workday and FinancialForce, and many more.

Accounting Subledger for Fundraising

Spend More Time Fundraising

For most advancement and fundraising teams, staff have to dedicate a great deal of time satisfying reporting and audit requirements for gifts and grants that come with highly-specific restrictions. Accounting Subledger enables fundraising teams to easily manage these allocations across multiple programs, projects, and fiscal years, and saves them time by automating the reconciliation of fundraising information with finance’s general ledger.

Ledger Entries in Accounting Subledger

Flexibility for Key Stakeholders

Fundraising teams and finance teams don’t track or report gifts and pledges in the same way, but each department can benefit from improved collaboration. With Accounting Subledger, fundraisers can access a streamlined user interface that enables them to work quickly and efficiently while finance and accounting teams can leverage flexibility within the same interface to surface detailed transaction data as they require it.

Connecting to all revenue and expense transactions through Accounting Subledger on desktop

Track All Revenue Activity

Accounting Subledger can connect all revenue and expense transactions within Salesforce. This ability to track various types of revenue activity, beyond just donations, allows for increased flexibility and transparency.

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