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our this is our webinar from ssf Consulting on digital transformation for non-profits and we're very happy to have you with us here today glad you could make the time to join us and uh we'll get started now if you uh if you're new to our firm let let's just make some quick introductions here I'm Tom Aker I'm the Senior Solutions consultant at sensiba San Filippo and I work in the technology Consulting and advisory practice here I've been working with accounting software for quite a long time now and I've been working specifically with the sage intact product for non-profits for about 10 years prior to that I worked with some other tier one erps also working with both for-profit and non-profit applications and super uh excited to show you some of the capabilities available for digital transformation in our in our current time now and I'm Michael Sudbury a Senior Systems implementation specialist since about San palippo uh I have over seven years experience implementing Sage impact and then also using it as the end user so I've been on both sides um I'd love to see all that I can bring and and values and efficiencies to non-profits and love to conceive the continued expansion of the product specifically for those not-for-profit needs so just a quick overview of sense of the San Filippo we are a full-service CPA firm Michael and I work in the technology Consulting practice as I said but we have a full tax department uh full audit services and business advisory Consulting as well as the technology piece and we are a certified vcorp which we're very proud of and our our B Corp uh score went up this year which is even more exciting foreign Consulting practice specifically we focus on assessments implementations and Integrations and that's just one facet of our overall ssf Consulting practice we also have internal audit sock support for companies that need that and we do a lot of outsourced accounting and that of course it's pretty self-explanatory but it can be uh as it could be just CFO services or it can be the full Soup To Nuts managing the accounting processes and the applications behind that and you can see some of our applications that we work with in our technology practice here of course Sage is uh Sage intact is our core Financial offering but we have all of actually more than we could list on this slide here of other applications that either work with sage or that we we consult on including lease Crunch and bill.com so here's an agenda of what we were wanting to cover today um once again we were talking about digital transformation for non-profits so we wanted to take a moment and highlight a few things that we feel Sage really excels at for non-profits both in creating efficiencies for your organization and giving you greater insight so what we're going to cover today accounting challenges specifically look for nonprofits managing Grant fund and donor accounting with sage intact managing and automating restrictions and release from restrictions some AI tools like Geo outlier assistant and approvements AP Bill automation budgets and spend management we're all of us are going to take a look at how you can automate your bank Rec using rules and creation rules looking at pre-built reports that sage has for non-profits and also dashboards and then outcome metrics yeah so one of the motivations for this webinar was that we've just seen in in the last few years a a lot of new demands on uh non-profit Finance uh teams um there's new service demands stemming from the pandemic from the housing crisis of course there's increasing funding for climate change initiatives as well as social equity and a lot of other uh requirements uh put on the non-profit World these days and at the same time we're all experiencing a shortage of accounting talent and pipeline so being able to maximize the productivity of the accountants and the the folks that we do have uh is really important and that's one of the reasons for driving a digital transformation and of course there's all this new funding some of it's from coveted relief some of it is in the infrastructure act but there's a lot of new funding that's coming through and it has its own reporting requirements restrictions and uh challenges let's let's face it for the finance team in a lot of non-profits and then of course there's uh there's been changes in Revenue recognition rules and uh the just the challenge in general of managing the budget and the spend with a larger service footprint so one of the first things that we encounter when we're talking with a non-profit is this increased funding across multiple programs and multiple funding sources makes it a lot of complications so I just got a sample here where I have three grants and they're funding three different programs in different ways and so you might have one Grant that's funding multiple programs you might have uh one program that's being funded by multiple grants and so managing all of this uh you know this is only three but we have you know we have clients with 30 or more different grants that they're managing across different programs locations and a lot going on it's a lot to manage if you're trying to do it all in spreadsheets so one of the solutions to this if we could go to the to the next slide this is a sample of a report that would be something that a lot of our uh non-profit Finance folks in that situation would like to see in this case we're looking at the total of program expenses and all of the different funders going down in the rows there and spread across multiple programs so that you can get a overall view in a single report of how those program expenses are being run up and who it's being funded by in this case this report here would be able you would be able to drill into the details of it if you had this online and and therefore track down exactly what specific expenses are going to which programs so the key to all of that is uh using what in the sage intact world are called Dimensions um you know in in fancier systems that may have other names but this one of the things that Drew me to Sage in tech for nonprofits was this capability of Dimensions at a really attractive price point um and uh so I I like to show how it can be used to solve these accounting challenges for our non-profits um so Dimensions well let's see let's talk about the middle here so we have accounts and we have an entity in the middle so you know any accounting system has to have GL accounts and just by uh definition it has an entity maybe only one maybe Lots but uh then the these dimensions are additional fields that go on every or can go on every transaction line so that we can accumulate the data by site or by program maybe we need to track it by restriction and so those are what we call Core Insight Dimensions that are available and we'll we'll see a sample a little later on here of how those go into an accounting line and then of course we have relationships so we've got donors and vendors and employees and those Dimensions will get automatically tagged on every transaction line that is in our accounts receivable or our accounts payable or perhaps employee expense reports or timesheets so those are the those are the primary Dimensions that we work with and then there's add-on Dimensions so for instance if you're working if you have a um uh you know let's say a gifts or something like that and it or a large sales operation maybe you have items in a warehouse um you can have and we will have in this sample grants and projects that will be tracking those expenditures to and if you're using employee timesheets and project costing or Grant costing you had also then have the task that that employee is working on and and that's a dimension so all of these Dimensions uh add up to quite a lot and then if that's not enough you can actually add user defined Dimensions too so all of these can be tagged on transaction lines that then flow through the whole financial workflow and to the financial statements and I think one one really great point about all these Dimensions is that you can really it allows you to report on any combination of Dimensions as well so if you define certain filters if we were looking at specific grants with a specific vendor you know I can drill into that level of detail and across multiple Dimensions as well and another thing is should you need to configure it we can also Define relationships with Dimensions so if you only have a grant wanting to be able to code it to certain programs you can also do a little bit of extra setup there and have a lot of control over what dimensions you're using as well yeah excellent excellent point all right we have a polling question up here for for CPE and let's talk next about Revenue recognition as soon as our poll is complete here all right looks like looks like a majority here have attended some trainings on this topic before but there's always new stuff so hopefully uh everybody's getting getting something out of it all right okay I can uh share the results here all right so 75 have attended training before all right well let's um move on then so we're going to talk a little bit about um how we are accounting for restrictions and well Revenue in General Revenue recognition so if we have a situation where there is a barrier to Performance from a donor or a grantor and we have uh maybe a deliverable or some measure that needs to be met in order for that funding to either be released or to be distributed in the first place and they that funder has a either a hold back or a right of return where they could ask for their money back if we didn't deliver then that is an exchange transaction under ASU 2018 08 meaning that it is it's conditional right so you can't really recognize the revenue until uh either the condition is met or the deliverable has been provided and so that goes under the regular Revenue recognition rules that apply to uh for-profit organizations as well now where it is an unconditional contribution that is there's uh either no no performance barrier and there's no right of return then there may be other restrictions on it so there's a time or usage requirement so that we have to demonstrate um that that that funding is being used properly so the thing about this is and I I think that especially organizations that haven't had this level of funding before this type is that you have to recognize the entire uh award if that's a grant award um when it is awarded so it's recognized as Revenue then but it's but it's put into restricted net assets until the Restriction is met whether that's just time going by or whether that's expending the money for the designated purposes so let's take a another a little bit more look at releasing those restrictions see so what I'm going to show in a minute here is just this process where we we receive restricted Grant Revenue that goes into the restricted net assets column and then we are going to incur expenses and those are qualified expenses for the Grant's purpose and those are coming out of our unrestricted funds and then in order to basically reimburse the unrestricted net assets from our restricted we need to make that journal entry to release revenues to recognize the satisfaction of the restrictions and then the the money is available in the unrestricted operating budget so I I would um I'm gonna share here um give you a view of how that can work all right so I'm going to go to a Grant manager dashboard here Michael can you see my screen okay I can all right let's take this to 11 30 21. and um I'm going to zoom in here on this restrictions and releases chart right here so focusing on this Travis County contract we can look at this chart here and I can hover over the bar and I can see that my revenue on this so far is 95 000 so that's my restricted Revenue that I've received and I have incurred expenditures as of November of 29 000 and then I have released that 29 000 from restriction to match the revenue now if I jump ahead to 12 31 21 go back down there you can see now I've gotten an another award so now my revenue is up to 150 000 on that Travis County contract and I have incurred more expenditures up to 86 000 now but my release from restriction is still sitting back there with the November number of 29 000. so um getting that remaining Revenue released to match the expenditures is what we're going to solve for here now it's uh you know these are journal entries and if you're doing this now you may be managing a whole lot of these different grants or contracts in spreadsheets but we're going to show you a little uh trick for automating it using the technology that we have here so let me first of all I'm going to just click on those expenditures so I can get a little report you can see the kinds of costs that I am running up here so I know I've got some uh this is for an after school program I've got some food costs I've got some program costs and right here you can see um actually I'm just going to go to the AP bill here so you can see in the build detail lines down here I have my location my program a specific site the grant or project that's funding that and so that's what I'm talking about with all the dimensions that go into a single line and then they all become details that we can report on so let's get to the the process now of releasing those restrictions so I'm going to go to let's see I'm going to go to my generate restriction release here in the general ledger now this is for non-profits that are set up uh with the not-for-profit quick start template this is a um an included functionality it's not an any add-on and what I'm able to do here is in this restriction release I can set the parameters for uh releasing those revenues out of restricted funds so I've got I'm going to update the date here to 12 31 21. um I have a special a special Journal created for the purpose of these releases and all I'm doing is within this single GL account the 4900 uh satisfaction of restrictions I'm just moving it from the restricted uh the restricted fund to the unrestricted funds I'm doing it for the current month because we've you saw that we already had it caught up through November and I'm gonna I've picked a program expense group here that is going to be the the source for this and then I I am using the accrual book you could use other books if we had like an allocation book or something like that but we're just going to use a cruel keep it simple and there's that Travis County contract this is the dimension that we're looking for so when I hit generate on this it's going to take me to my release log and you can see that that uh that release generation is running it's in queue right now so these run on a background server um they've used dedicated servers for all these background processes and keeps the production servers going at top speed but we can take a look at the previous one just to see how it how it looks here so it generates a journal entry and you can see right there it is debiting the um temporarily restricted and crediting the unrestricted but all within that one account so that's our journal entry I can click on this hyperlink in the description and I get that snapshot of those parameters that we were just looking at so this parameter snapshot stays with the journal entry so there's your audit Trail and if we needed more detail then we can actually download by clicking on this we can download an Excel file that has the details of the expenses that made up that restriction release so going back to my restriction log or my release log you can see that that this one has passed we've got the journal entry there I'm going to go back to my dashboard now and you can see that the um uh whoops I didn't mean to open that up you can see that that Travis County contract now um has the full amount of revenues released to match the expenditures so as you can imagine like doing that um across a whole lot is a lot of manual work if you didn't have that automation so we think that's pretty cool it's relatively new and uh and we're pretty excited about being able to deploy that for our non-profit clients yes as you can imagine that can be a huge time saving um for a non-profit that is doing having to do a lot of release room restrictions also that would greatly improve the accuracy of those release from restrictions because let's face it we're only human and you know there's bound to be errors from time to time one thing that can help you get away from errors in your GL is the improved GL outlier detection within its age intact this helps this leverages machine learning let's take a look at your GL and looks for things that are outside of the normal coding so it's also looking at those Dimension values and the amounts as well so say something is off uh month over month by you know a value let's just say you add a zero um what it's going to do is it's going to ping that and have that out for review and at that stage you can either confirm that yes it looks good or you know we did actually catch something that was an outlier and we can edit that now also using that same GI Outlet system we can use this now for approvals so not only can we use that to do the initial approval before it's submitted you can actually elect to choose it to be the sole approver as well so if you have an accounting department that doesn't have a lot of accountants or a lot of people reviewing those journals and you just want to have an extra step in there before things get posted to sort of highlight something that might be off you can use it there as well so it's a very nice feature to have you know and it's only going to improve in your instance as time goes on because it really will learn your instance learn the Coatings and highlight you know things that are off you know that's expensive not normally coded to that program or that is a much higher amount than any other month in the year so that's what you would look to expect using the GL outlier assistant yeah good point Michael once you once you turn that on it starts uh scanning your transactions and as Michael said it's uh it's using machine learning and so every time you correct or or add a new transaction it's adding to its um understanding of how the patterns in your accounting system should be we're also seeing a lot more AP Automation and this uh is a benefit of course again to understaffed non-profits as well as everybody else so there's two key parts of the AP automation that have been really beefed up here in the last few years and uh one of those is the intake of new bills into the process and you know we're seeing a lot of this throughout uh different uh accounting systems and especially specialized AP automation tools like bill.com um and which is you know one of the biggest but this functionality also um is now native in Sage intact and it's in general release it's it's uh something that can be enabled by your uh your partner if you're working through a partner or by um Sage if you're a direct customer but uh I can show you a little bit in a minute here about how that works but also at the other end of the whole AP process is that making the payment piece and again there's a lot of third-party AP automation tools out there but uh Sage recently has rolled out vendor payments using a payment processor called CSI and this is a payment process that is native inside then your your AP processing so you don't have to go out to another third-party system to make that work so I can't demo that unfortunately because it is a true banking uh situation and I and don't don't have that capability but I will show you how uh AP Bill automation works here let me just once again share my screen okay so this is uh you know just a regular listing of AP bills um something that you'll see uh that's new if you have already been using uh or have used intact in the past is there's now this upload and refresh a couple of buttons here at the top of my AP bills list and this um these appears as soon as I got the AP Bill automation enabled on this company if I click the upload button I get a pop-up window that gives me some choices about how I'm going to generate the builds and what location they're going to in this case this is a multi-entity company that's set up so it has a lot of different possibilities of places that things could go but I'm just going to send this to General and what I have is a a PDF of a bill and I'm just going to drag this PDF into the browse files there and you'll see that it has been grabbed here and it's identified it and then I just click create bills and then I hit refresh now right now in the background it is the AI is analyzing that bill and figuring out how it needs to code it so while it's working on that we can take a look at the one that I um that I put in yesterday so let's open that up and you can see here it comes in in a draft format it recognized the vendor based on the PDF and it also put that PDF as an attachment here in the bill so I can actually view that PDF side by side with the bill and I can see where it got the uh the vendor name from um down here you can see how it is coded and it's coding that way based on the way that we have coded or set this vendor up in intact previously and then it is picking up the location and program and all that from previous billing so it's it's learning as it goes along a lot like that GL outlier that we were talking about so you can do a whole batch of bills this way besides uploading you can also have a dedicated email address where the a vendor would then be prompted to send their their bills and of course if you're getting paper bills you can scan them and drop them in here as well so that's that's pretty slick we think it's um you know it's native in the system and does not require um subscribing to another uh whole software I also like that side by side view that they implemented for that as well yeah it makes it much easier to review absolutely and one thing um that Tom can't show you but sort of hint to that is that vendor payments from CSI so you could intake those bills have them reviewed put that in and pay rat out of intact so that is you just select the payment method and it's just all within the system you don't have to worry about sending out those achs sending out those checks when you do set up CSI vendors have options of how they want to be paid and also it's rather economical um the the fees for achs and checks from CSI so it can be a good option if you're looking to save a lot of time with your AP processes yeah foreign so we talked about spending the money but how about managing that spend budgets are really important to a lot of non-profits you want to make sure you're being really effective with your funds to provide the greatest value your organization can't um so most budgets are and after the fact review so you can plan for the future the best you can um you can review things you know month over month after you spent the money or annually but we don't have a lot of control at the moment or have a lot of insights unless you have a very detailed process at the moment of where you're at against your budget so Sage index has a tool called spin management and it's really useful if you want to have that extra control you want to see where I'm at versus my budget as I'm spending it and if I want to have more controls built into that do I want it to warn that I may be over budget do I want it to have a hard stop to where I can never exceed my budget um also this validation can take place in multiple parts of the system so if you're using purchasing and the POs you can set it up there if you you're just using accounts payable bills you can set it up and configure it there and then also if you're just doing journal entries you can have spin management there as well um and this can be configured in all of these it's not you just have to choose one it also has the expanded capability to is if you're keeping a special commitments book or encumbrances you can also have that as part of your calculation for spend management so I'm going to do is I'm going to share my screen and we'll look at configuring spin management just want to highlight a few things it does require that you have a designated budget so spin management will only work with one budget that is just one thing to note and then we can also have it notify a approver so a budget approver and they will be able to get email notifications when someone's going over budget we can validate certain levels of the system so if we want to validate against program as an expanded dimension of the budget we can if you know you don't need Dimension values that you want to validate against you can do that as well and then down here you can also see we can set it up in purchasing accounts payable and legitimate Ledger also we're able to say stop or warn at each level so you have that flexibility there also if you do have committed expenses or encumbrances set up as a as a special book through the purchasing module that can be included as well so what does that actually look like take us over to purchasing in a purchase order so here I'm entering a purchase order you can see here I have office supplies and also just a office supplies vendor and I'm just curious that you know if I enter this purchase order where am I going to be at with my budget so we have this button here called show spend insight and this gets added when we configure spin management now this is going to show me where I'm at on my budget um as it stands so we can see my actuals and then my budget we can see that I'm putting in 5000 of committed expenses so if this purchase is posted it's going to include that in my balance and then we're going to be at 133 and 35 cents remaining should I post this so that like I said this is giving you great visibility as to where you're at versus your budget with a specific transaction and you can see here since we did select program it is it is validating against that but it takes a look at your budget what we want to validate against and you're getting that real-time insight and then the second half of that is those real-time controls so the ability to say I'm I want a warning if I'm going to be over budget or do I need to send this off to my spin management budget uh admin and they get warned when this we're going over a budget or do I need a hard stop I'm not actually allowing this purchase order to go through um because it is over budget if I enter this transaction um so this gives you you know great real-time visibility to budget rather than and after the fact review of where you're at with your budget yeah and that's so valuable because after you have uh after you've already committed the money then it's a little hard to go back and and uh take it back right yeah it's gone uh getting those budgets under control is um of course a key aspect of the of the finance department in or Finance function in a non-profit and then there's just generally managing cash which uh of course the the basic managing of cash involves bank reconciliations and I know uh you know there are those of us who take some satisfaction just sitting down and checking off statement items versus um book items and getting that reconciliation done but um you know sometimes we just don't have time for that uh so we're uh we're excited that we can now add a lot of automation to that whole Bank rack process um and I'm going to show you now uh just a little bit about how that works and and um you know how it's set up so I will um I will share now are we seeing my screen yes okay good all right so now I'm in cash management um in intact and I'm going to go to uh reconcile here and do a a bank reconciliation and I uh I started this so I'm just going to continue with it I haven't actually done the reconciliation yet but I have uh I've got my statement ending date and I have the balance off the statement and I can actually right here in the reconciliation I can attach the um the the statement itself so um so that's super handy the statement stays with the reconciliation and does not have to be stapled to a report and filed away somewhere once I um once I have this basic information well actually let me show you this uh we are attached in this case to the sage banking Cloud so I'm getting the bank feed um so I can see that my uh Bank feed is up to date through today and that my last transaction date was just a couple days ago now when I click continue you can see the wheel spins here for just a couple of seconds all right now here's the key thing over here on I see amount to reconcile is zero that is because in the background there intact pulled that bank feed and it pulled the um matching items in the sage intact uh checking record and it matched them all up so I've already got I can go to my bank here and go to match transactions and filter that and I can see like all of the transactions that have matched up so it did all of that in just a couple of seconds there in the background and what it's using here are matching rules and we've set these up let me go back to my bank Rec there um so you see I have this applied rule set here within my reconciliation so if I click open on that I have five different rules that it's using to match those Bank transactions to the transactions that I already have recorded So I've got you know sometimes you have a bunch of Bank entries that add up to a single accounting entry or vice versa so I have a one-to-many rule and I have a many to one rule I also have the basic document numbers match that's a good rule for matching the amounts match and the dates are within a certain range of each other so if there's like a you know two or three day lag I can put that as a as a rule to say that it's within three dates days of the posting date besides that I can also um within this uh rule set here I can actually see my performance log um well I didn't give myself permission to that but I um I can actually see how the rules are working and if they need to be refined and if I can add more rules there's no limit to how many rules I put into that applied rule set and then I can have different rule sets for different accounts so it's not not locked into one for for everything there but the setup is pretty straightforward the other piece of this the same matching engine can be used to actually create journal entries if we know that let's say we have a debit card entry that's going to come in from a certain vendor every month maybe the amount is different but the vendor is always the same then we can actually set up a GL creation rule within our bank matching engine to just go ahead and create and match that journal and tree when the bank transaction comes in so you can see that can save a ton of time for the finance folks especially if you have a lot of different accounts or if you have accounts that need to be managed more than once a month that you can just keep that reconciliation engine running and it can reconcile to zero every time you have a statement amount to use no share my screen and Tom I don't know who you were talking about but I I know when I did account English agent act um we were not utilizing matching rules back in the day and I really wish we would have been because that TD is clicking through matching one to many many to one you know that that was not something I particularly enjoyed that's why I was laughing in the background so another thing is that can you know take up a bunch of time is reporting let's face it there's a lot of reporting that requires specific formats um you know it can be a pain to build when you're setting it up one thing that's nice we get with a sage intact uh NFP quick start is we have a lot of reports already built for us in a lot of different formats so I'm going to go ahead and show you an example a few of those foreign we had many different reports that are just available for you right out of the box so we have 990 reports balance sheets statement of activities but we also get this Nifty quick start Library so if anything happens to any of your quick start reports you will always be able to come back here and download a new version of this for you so notice even some of the statement of activities we can get it in different formats we can get it in a 117 format we can get it at a 958 format all that's going to be built out already and we don't have to worry about reformatting reports going in and manually manipulating these reports in any way so it's just great to have all this available for you right out of the box now we also get this with dashboards so not only do we have out of the box reports we have a lot of nice role-based out of the box dashboards so just to highlight you know a difference maybe we have a CFO View foreign which would have information that's uh pertinent to be CFL they want to see performance cards um some Financial reports cash balances just various reports that can be configured in any way that you want really we can pull anything that is a financial report onto a dashboard you can configure um performance cards here and then also any Charter graph that you may build also the layout's very intuitive as well if I wanted to click drag move any of these things it's very easy to do so and give you the layout you want so say I'm not the CFO maybe I am AP manager or someone working in AP we can switch to a different dashboard and you can see here this is a role specific dashboard that's giving me quick access to information I'm going to need to do my job so I have a vendor agent right here we have accounts payable balances and our company payable balances and our total cash and cash equivalents once again this can be totally reconfigured for you but this is a great starting point for for these role-based dashboards and giving you an idea of what you may want to be able to do yeah again those are uh those those uh pre-built dashboards and all the that report Library um just is uh included in the not-for-profit uh the not-for-profit quick start template that we use got another polling question in here so make sure you get those answered get your your CPE credit all right so I wanted to also make sure that we cover the the whole process well not the whole process but the outcomes that are captured in your monitoring and evaluation initiative if you have that going on so with uh Sage intact we have statistical accounts where we can record non-financial data and then we can do calculations off it either against other against other statistical data or we can calculate with dollars so as an example here I have a a school program um in a place where we want to make sure that grade six students are graduating and getting on to grade seven so that they're they're moving on to the next level of schooling and we want to see how our program is doing and if we're succeeding at moving those those students along so the sample calculation here is just that we've got 80 students from last year that are now starting in grade seven and we knew we know that we had 175 students that completed grade six in June so simple calculation right we're just doing a um some Division and and we're gonna put that into a percentage format so I will show you now just um how we can do that in the uh Sage intact environment so I'm I have created a couple of accounts and I'm actually going to jump to this journal here all right so I created a couple of statistical accounts um you can see them down here in this entry so I've got the grades do grade six students finishing and then the grade seven students that have that are starting um and I just made a statistical journal entry with those two amounts that we just saw so um you know we as of uh September we we know that we've got 80 students starting we know how many finished last year so pretty easy uh journal entry there because it is a statistical journal entry it doesn't need to have debits and credits just either shows an increase or a decrease from there I created a a computational account group and it's uh it's very straightforward so besides having Financial account groups and statistical account groups we can have these these computations and we can specify the formula so you can see here I've just got just as I had in that illustration the grade seven students divided by the grade six students and we want to display that or as a percentage with two decimal places so the final piece of this is I'm going to go to my schoolmetrics dashboard here so I've got some key information here that I'm tracking as Michael talked about in the other demonstration we've got uh what are called performance cards here across the top in this dashboard and I'm just going to add just to make it simple another performance card for that percentage of of students who are continuing to seventh grade so I'm just going to add a performance card here and we'll just call this uh students continuing and then I'm going to pick that account group that we just looked at I want it for the current year and I'm going to show it as percentage without rounding and you see I'm going to compare it to the prior year and then show how it's trending using an icon of an arrow all right so I'm going to click save on that you see the new performance card appears over here at the right and there's that calculation now um that wasn't a complicated calculation but you could see that you could have a whole lot of different m e outcomes that you're reporting here within a dashboard and you can show them like this in a performance card we have for instance enrollment and then we have tuition and then we have tuition per student so we're using a formula there on that so anyway you could have a you could have a outcomes dashboard with a whole lot of this that would be available then to your staff and your stakeholders and it's just really nice to see that we can leverage the software to do that so we're not we're not seeing this slide full size there Michael all right one second I need the GL outlier assistant for my screen shares yeah and it's just nice to see that we can leverage the software to do those calculations and not have to go in export data you know throw it into excels put something else out all that can be thrown onto a dashboard and it looks at the actuals within your system as they come in so yeah and you can capture that you know those statistical amounts could be captured um in the field by uh you know somebody using a Google sheet on a mobile app and then that can be imported um through a CSV upload so um you know it's not required or restricted to somebody in the finance office uh you know making these entries well there's um a lot of non-profits that are using Sage intact and that's one of the reasons that they keep building out uh additional functionality here and it's sort of a virtuous cycle because um you know if you look around that at other applications where we're finding that we can do a lot more with uh with intact uh than ever before and particularly rolling out these kinds of functions that are specific to the non-profit community um I think that we're that it's um helping solve some of those basic challenges across a wide variety of non-profits out there doing good stuff so just to give you a quick recap we covered accounting challenges that are specific to non-profits nowadays managing Grant fund and donor accounting with the use of Dimensions managing and automating those restrictions and uh releasing restrictions the GL outlier assistant and review stages that you can do with that AP Bill Automation and payment that will save a ton of time for an AP department budgets and spend management so that you have real-time insight into where you're at with your budget bank reconciliation automation one of my personal favorites pre-built reports and dashboards you know specific for non-profits so you're not going to have to worry about building out reports or formatting and then also outcome metrics and I think we have a question that was asked in Q a so Tom did you want to answer that uh yeah so the the question was whether a certain type of journal entry could be set to require an approval and yeah that in fact when you're configuring uh general ledger approvals you can specify exactly which Journal is going to be approved by whom and also which journals you might want to turn on that outlier assistant for that Michael was talking about to give the first line uh of approval to the to the outlier assistant and either give feedback on that to the to the submitter or pre-approve it and just send it on to to final approval so yes you can tag certain type of Je if you have any other questions just feel free to type them in the Q a all right well thank you so much for taking your time and spending an hour with us here to see some of the capabilities of uh you know just how technology can help take some of that load off the finance folks and uh you know just you know at least get some of the grind of the uh details out of the way so that you can focus on really valuable stuff um and your strategy and your mission thanks again and oh also if you um if you check your email you will be receiving a link to the recording and the materials that we've had here and feel free to reach out to Michael or myself with any questions our contact info is here and it'll be in the materials that you receive have a great day much