NFP Easy Business Central: 6-Wk Implementation

As a finance leader for your not-for-profit business, you need an accounting system that can meet your growing needs. To deliver your mission and purpose.

Manage multiple funding streams

Deliver accurate data and reporting, quickly.

Make decisions that matter.

Successful not-for-profits, choose Microsoft Dynamics 365 Business Central, from Evolution Business Systems. We will deliver a complete implementation of Business Central, providing your NFP organisation with pure financials and reporting to manage multiple funding streams and lower overhead costs. You will work with our dedicated NFP team to understand your needs and deliver a fully functioning system in 6 weeks. All templates and documents are provided as standard, out-of-the-box.

Deliverables

• Activate and provision Dynamics 365 Business Central environment and assign rights for users.
• Create a test and production company database for configuration.
• Provide templates for import of vendor, customer, item, and fixed assets master records.
• Setup bank accounts, systems & company.
• Setup standard pre-defined chart of accounts and posting groups.
• Setup GST statement and GST posting groups.
• Setup of two global dimensions and dimension values.
• Setup ebs-plus for Australian localised payment management includes BPAY, email remittance, vendor management, bulk import of journal entries, and audit trails.
• Add logo to documents (quote, order, invoice, and purchase order) and test
• Create user acceptance testing (UAT) checklist & support for UAT
• Import GL trial balance (financial YTD plus monthly balance up to go-live)
• Import customer and vendor opening balances
• Go-live review and next-step conversation

Training:

• Accounts receivable
• Accounts payable
• GL, journals, enquiry, fixed assets, bank reconciliation, GST statement, and financial reports

Assumptions

• Client to provide master and opening balances in the templates provided.
• Delegated admin access must be provided by the client.

Out of Scope

• Customisation, coding, or integrations to other business applications
• Post go-live support (additional)
• Additional companies (additional)