Learning Cloud Support - Nonprofit Series

Nonprofit operations with NetSuite

Are you looking to learn how NetSuite helps you run your Nonprofit organization? The Nonprofit Forum reviews every day tasks in the life of a Nonprofit organization.

What is it?

etSuite's Social Impact series (SILIVE) covers the foundational functionality and features of the nonprofit version of NetSuite.

 

Who should attend?

This series is for new to intermediate users who want to expand their knowledge of NetSuite’s Nonprofit functionality. The student’s role may be Administrator, Controller, Accountant, A/R Clerk, or Program Director.

 

Schedule

The Social Impact series occurs every Friday for one hour to discuss best practices.

 

Session
1
Creating effective Nonprofit Dashboards

NetSuite Dashboards give users the ability to see important metrics at a glance. During this session we will explore how as a nonprofit you can set up your dashboard so that you may keep your finger on the pulse of your organization.

Agenda
What to Prepare

  • Customize and layout your dashboard
  • Add Portlets that will give you insight into your organization’s health
  • Add analytics to your dashboard with ease
  • Auditing on reporting

 

Session
2
Understanding Constituent/Donor Management

NetSuite's Social Impact version has several tools to help you manage your donor information. During this session you will see an overview of relationship building and donor tracking.

Agenda
What to Prepare

  • Use the basics of the Constituent/Donor record
  • Use the HouseHolding functionality effectively
  • Create relationships between individuals and companies
  • Manage relationships

 

Session
3
Managing donations like a boss

Revenue from donations is the bloodline of most nonprofits. During this session we will look at the how to enter donations in NetSuite effectively and how certain classifications can unlock additional features.

Agenda
What to Prepare

  • Enter a donation via a Journal Entry
  • Enter a donation via an invoice or Cash/Donation
  • Classify a donation so that reports work correctly

 

Session
4
Building a creative Chart of Accounts to ease reporting

Setting up your chart of accounts in an orderly fashion can make all the difference when processing reports. During this session we will look at how functions such as Summary accounts or account hierarchy can significantly improve your financial reporting.

Agenda
What to Prepare

  • Create Summary accounts
  • Setup accounts in parent/child relationships (hierarchy)
  • Customize reports to group by hierarchy
  • New release preparation

 

Session
5
Customizing your Nonprofit Financials statements

Do you ever need to see more information in your financial statements? Join this webinar as I lead you through the basics of financial tatement customization.

Agenda
What to Prepare

  • Add a column of data to your financial statements
  • Change the layout of your financial Statements
  • Share your custom financial statements with other users

 

Session
6
Entering and tracking pledges

Do you accept pledges? Do you struggle to stay on top of your pledges? How about billing your pledges? You should join us during this session if you answered yes to any of these questions. We will look at basic pledge creation and management.

Agenda
What to Prepare

  • Enter a Pledge
  • Bill a Pledge
  • Report on Pledges
  • Alternate ways to enter pledges

 

Session
7
Setting up and using NetSuite's Release from Restriction process

Join us during this session as we walk you through the Release from Restriction process in NetSuite. We will look at the functionality and discuss the report and how you can adjust it to meet your organization’s specific needs.

Agenda
What to Prepare

  • Understand the Release from Restriction Report
  • Create a Release from Restriction Transaction
  • Set up accounts to be used with the Release from Restriction record

 

Session
8
Saying Thank You using NetSuite’s mail merge function

One of the major tasks a nonprofit must undertake is saying thank you to their donors when they donate. During this session we will look at the mail merge options available within NetSuite and outside of NetSuite to produce your thank you letters.

Agenda
What to Prepare

  • Create a Mail Merge Template
  • Create a Saved Search for producing merges outside of NetSuite

 

Session
9
Using Segment Codes (SuiteKey) for efficiency

Are you finding many of your transactions have classification miscodes? During this session, we will look at how to use NetSuite's Segment Code (SuiteKey) function. Segment Codes will allow easy entry of transactions and cut down on your errors and omissions.

Agenda
What to Prepare

  • Use a Segment Code
  • Create New Segment Codes

 

Session
10
Managing duplicates like a pro

Do you need help with duplicate constituent and vendor records? In this webinar, we will look at the setup and use of the Duplicate Detection functionality found in NetSuite.

Agenda
What to Prepare

  • Configure/Setup Duplicate Detection to be effective
  • Understand duplicate merge options
  • Process merges

 

Session
11
Administration revisited for nonprofits

So you’ve taken Administrator Fundamentals or possibly attended the LCS Live administrator webinar. But what specific administrator task should you know regarding the Social Impact version of NetSuite? Join us during this session where we will focus on items unique to your instance of NetSuite.

Agenda
What to Prepare

  • Configuring Custom Segments
  • Understand the importance of record forms
  • Specific security considerations