Ajouter aux favorisKellyn Pearson (Edify.org) a publié du contenu dans Accounting Subledger (Question initialement posée par Kellyn Pearson)31 juil. 2024, 16:13Kellyn PearsonBest practices for Nonprofit PledgesHi all!I just met with our VP of Accounting to discuss enabling pledges in NPSP. I've already read a bunch about pros and cons of using Opportunity pledges vs. recurring donations-although one question I have is whether the new enhanced recurring donation feature still works for pledges (we use Legacy and this would be another reason to remain on Legacy). Aside from the above, my question is about Accounting totals. Our VP wanted to know how non-profits calculate adjusted totals/rates like: Pledge TotalDiscounted Rate/TotalDoubtful Rate/Total These are accounting terms, I know, so I'm wondering if anyone has solved for this in SF/NPSP or if they've handled this in their own Accounting platform/application? Afficher plusAjouter un commentaireRédiger un commentaire...GrasItaliqueSoulignerBarréListe à pucesListe numérotéeAjouter un lienBloc de codeInsérer une imageJoindre des fichiersURL du lienAnnulerEnregistrer0/9000Répondre
Kellyn PearsonBest practices for Nonprofit PledgesHi all!I just met with our VP of Accounting to discuss enabling pledges in NPSP. I've already read a bunch about pros and cons of using Opportunity pledges vs. recurring donations-although one question I have is whether the new enhanced recurring donation feature still works for pledges (we use Legacy and this would be another reason to remain on Legacy). Aside from the above, my question is about Accounting totals. Our VP wanted to know how non-profits calculate adjusted totals/rates like: Pledge TotalDiscounted Rate/TotalDoubtful Rate/Total These are accounting terms, I know, so I'm wondering if anyone has solved for this in SF/NPSP or if they've handled this in their own Accounting platform/application? Afficher plus
