Dashboards for nonprofit compliance

Dashboards help you capture your financial compliance information in a centralized place.

Sage Intacct includes some predefined dashboards for nonprofit organizations who use the Nonprofit QuickStart template. You can use these dashboards as they are, or use them as a basis to create your own dashboards.

Depending on if you have admin privileges, do one of the following:

User Verification path
Admin

Go to the Accounting tab in your Company information, then ensure the QuickStart template field is set to Nonprofit.
Non-admin users

Create a new General Ledger account, then click in the Category field and search for Net assets.

  • If the Net assets category appears, then your organization uses the Nonprofit QuickStart template.
  • If you see the Category field but Net assets isn't one of your options, then your organization uses a different QuickStart template.
  • If you don't see the Category field, then your organization doesn't use any QuickStart template.

If your organization doesn't use the Nonprofit QuickStart template, but you still want these categories, reports, and dashboards, contact your account manager to discuss your options.

About the dashboards

  • Dashboard - NFP: displays an at-a-glance view of key financial and operational information.
  • Cash analysis: displays an at-a-glance view of cash flows and cash trends.
  • Compliance: offers a centralized view of financial statements that come ready-to-use with Sage Intacct formatted under the FASB guidelines, including the Statement of Financial Position, Statement of Activities, Statements of Cash Flow (both direct and indirect), and the Statement of Functional Expenses. This dashboard also includes 990 reporting worksheets. All of this is to help you prepare for your annual financial statement and tax statement.
  • Disclosures: provides a centralized place to keep quantitative information with room to include qualitative discussions that help nonprofit organizations convey their financial story. This dashboard can be especially helpful as FASB guidelines increasingly emphasize the need to provide meaning to your finances through your disclosures.
  • Role-based dashboards: contain relevant reports, tasks, and other information (such as links and graphs) used most by selected roles. The following role-based dashboards are available:
    • AP manager
    • AR manager
    • CFO
    • Controller
    • Dept mgr - revenue
    • Dept mgr - support

Install the dashboards

You can install these out-of-box dashboards from the Dashboards library.

  1. Go to Dashboards > All > Dashboards.
  2. Select the Create dropdown button, and then select Create from Library.
  3. Find the dashboard and select Install.
  4. Optionally, change the Dashboard name.
  5. Select Save.
  6. When you’re finished, select Done to return to the Dashboards list.
  1. Go to Dashboards > All > Dashboards.
  2. Select Dashboards library.
  3. Find the dashboard and select Install.
  4. Optionally, change the Dashboard name.
  5. Select Save.
  6. When you’re finished, select Done to return to the Dashboards list.

Use the dashboards

A few things to keep in mind after you install the dashboards:

  • To use the dashboards, you may need to refresh your browser or log out, then log back in after installation.
  • Be sure to update the dashboard permissions so only the appropriate users will be able to see them.
  • Don't forget to add a Date filter for each page. The date filter is located along the same row as the dashboard title.
  • Consider adding a dimension filter if you want to see information by certain groupings, like entities or locations.
  • You may want to reorder components to be more visually pleasing and to group information in ways that make sense to your business processes.