Set up the Nonprofit Financial Board Book

To use the Nonprofit Financial Board Book, you first need to subscribe to the Digital Board Book application. When you do this, the reports (and associated account groups), graphs, and dashboards for the board book are automatically created.

After subscribing, some configuration is needed to see accurate results in the dashboards. Most notably, the board book relies on accurate assignment of your GL Accounts to categories. Configuration specifics vary depending on how your Sage Intacct system is implemented.

If you're familiar with how your organization tracks restrictions, you might be able to self-configure the Nonprofit Financial Board Book. If you are not familiar or want assistance with this process, contact your account representative to work with a trained Sage Intacct implementer. The implementer will help ensure that the Nonprofit Financial Board Book is correctly configured according to your organization's implementation.

Subscribe to the Digital Board Book application

Subscription Administration
User type Business user with admin privileges
Permissions Application subscriptions: List, View, and Configure
Configuration

To use the Nonprofit Financial Board Book, your company must use the Nonprofit QuickStart template.

You can check this on the Accounting tab of the Company information page (Company > Setup > Configuration > Company). The QuickStart template field shows if the Nonprofit template was used.
  1. Go to Company > Admin > Subscriptions.
  2. Select the toggle for Digital Board Book.
  3. On the Digital Board Book window, select Subscribe.

    The Configure Digital Board Book page appears.

  4. Select Save to complete your subscription.

Configure the Nonprofit Financial Board Book

Subscription

Company

Regional availability

All regions

User type All
Permissions

Business user with admin privileges

  • Dashboard: List, View, Add, Edit, Delete

Other users

  • Dashboard: View
Restrictions Users must have permissions to view components

General configuration

The configuration items in this section apply to the Nonprofit Financial Board Book for every organization.

Dashboards

By default, every user has permission to access the dashboards in the Nonprofit Financial Board Book. To limit access, update permissions for users or user groups. For detailed instructions, see Set dashboard permissions.

  1. Go to Dashboards > All > Dashboards.
  2. Find the Financial health dashboard in the list.

  3. Select More actions > Edit at the end of the row.

  4. Select the Appearance tab.

  5. In the Group field, select Create new group.
  6. In the New group name field, enter Nonprofit board book.
  7. Select Save.
  8. Repeat the preceding steps for the other dashboards: My balance sheet graphs and My income stmt graphs.
    Instead of creating a new group for these dashboards, select the Nonprofit board book group you previously created.
  1. Go to Dashboards > All > Dashboards.
  2. Select Edit for the Financial health dashboard.
  3. On the Dashboard Properties page, select the Appearance tab.
  4. In the Group field, select Create new group.
  5. In the New group name field, enter Nonprofit board book.
  6. Select Save.
  7. Repeat the preceding steps for the other dashboards: My balance sheet graphs and My income stmt graphs.
    Instead of creating a new group for these dashboards, select the Nonprofit board book group you previously created.

Repositioning these reports increases their visibility and scanability.

  1. Go to Dashboards > All > Nonprofit board book > Financial health dashboard.
  2. Drag and drop a report component up and towards the middle of the dashboard to extend it over 2 columns. Your changes save automatically.
Although you're repositioning the reports, we recommend keeping them in the same order for usability purposes.

On the My balance sheet graphs and My income stmt graphs dashboards, move the sections called Questions to consider and Benchmark to form a far right column on your dashboards. This gives the dashboard a better, more accessible appearance.

  1. Go to Dashboards > All > Nonprofit board book > My balance sheet graphs.
  2. Drag and drop the Questions to consider components to form a third column on the far-right. Your changes save automatically.

Consider adding a collaboration group and dashboard component to each view to facilitate discussion and document analysis.

Define dashboard components

Reports and graphs

By default, all reports and graphs on all dashboards are set to show 5 comparative annual periods based on the calendar year (current year). If your organization follows a fiscal year instead, you need to adjust these reports and graphs to show data based on the Fiscal year period rather than current calendar year.

To edit reports to show the fiscal year:

  1. Go to Dashboards > All > Nonprofit board book > Financial health dashboard.
  2. Select Edit on a report component to edit the report.

    The Financial Report Writer opens in a new window.

  3. Go to the Columns tab.
  4. Set the Reporting period of each column to Fiscal year.
  5. Select Save.
  6. Repeat these steps for the remaining reports in the Financial health dashboard.

To edit the graphs to show the fiscal year:

  1. Go to Dashboards > All > Nonprofit board book > My balance sheet graphs.
  2. Select Edit on a graph component to edit the graph.

    The General Ledger graph editor opens in a new window.

  3. In the Primary data series section, change Current Year to Fiscal - current year.
  4. Select Save.
  5. Repeat these steps for the remaining graphs in the dashboards My balance sheet graphs and My income stmt graphs.
  1. For each graph (chart) component, select Edit (Edit) to open the Graph page.
  2. Scroll to the Filters section and expand the filters list.
  3. For each dimension, select the Include subdimensions option to ensure that data from subdimensions (such as child locations or child customers) is included.

Organization-specific configuration

Because organizations are implemented to track restrictions in the way that best fits their needs, there's variation in how organizations are configured.

If you're familiar with how your organization tracks restrictions, you might be able to self-configure the Nonprofit Financial Board Book. If you are not familiar or want assistance with this process, contact your account representative to work with a trained Sage Intacct implementer. The implementer will ensure that the Nonprofit Financial Board Book is configured according to your organization's implementation.

The Nonprofit Financial Board Book relies on GL account code categorizations. Make sure that your accounts are accurately aligned to the categories for the best results.

Organizations are implemented to track restrictions in the way that's best for their specific organization. This means there's variation in how each organization tracks their restrictions. To configure your account groups, you need to understand how your organization tracks restrictions.

You can see how your organization tracks restrictions in the Report filters section of an account group.

Example of report filters.

Adjust the following account groups to filter for the proper restrictions:

  • DBB unrestricted net assets: Unrestricted
  • DBB temporarily restricted net assets: Temporarily restricted
  • DBB permanently restricted net assets: Permanently restricted
  • DBB change in unrestricted net assets after depreciation: Unrestricted
  • DBB change in unrestricted net assets before depreciation: Unrestricted
  • DBB GS unrestricted liquid net assets: Unrestricted
  • DBB GS unrestricted revenue: Unrestricted
  • DBB GS unrestricted surplus (deficit) AD: Unrestricted
  • DBB GS unrestricted surplus (deficit) BD: Unrestricted

Learn how to filter for restrictions in Account groups.

The DBB noncash expenses account group is used for the Liquidity report calculations. By default, the account group includes Depreciation and Amortization. If your organization has other non-cash expenses, add these accounts to the account group.

Learn about Account groups.