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Nonprofit & NGO Fund Accounting for Business Central — A build-to-order Business Central extension that adds true fund accoun — 1/1Vista previa ilustrativa

A build-to-order Business Central extension that adds true fund accounting for nonprofits and NGOs:

restricted-fund dimensions, donation and pledge tracking, donor management, and restricted-vs-unrestricted reporting by fund and program.

¿Qué es Nonprofit & NGO Fund Accounting for Business Central?

A build-to-order Business Central extension that adds true fund accounting for nonprofits and NGOs: restricted-fund dimensions, donation and pledge tracking, donor management, and restricted-vs-unrestricted reporting by fund and program. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.

Características clave

Fund as a dedicated Business Central global dimension applied to every G/L entry, posted document and dimension set — no chart-of-accounts bloat
Restricted, temporarily-restricted and unrestricted net-asset tracking with explicit, auditable release-from-restriction postings
Donation and pledge subledger delivered as new AL tables with list and card pages (table and page extensions)
Donor and member master records linked to contacts, with giving history and lifetime totals
Pledge schedules with installment tracking and outstanding-balance aging
Event subscribers on G/L posting routines that block postings violating fund or grant restrictions at post time
Budget-vs-actual by fund and program via account schedules and dedicated analysis pages
Restricted-vs-unrestricted financial statements suitable for board and auditor review
Job Queue automation to age pledges, post recurring designated gifts and refresh fund balances
Designated-gift and program tagging so a single deposit can split across multiple funds
Grant and program budgets with period phasing and overspend warnings
Standard OData v4 / REST API endpoints exposing funds, donations and pledges for Power BI, Dataverse and donor-portal integration
Dedicated permission sets isolating finance, grant-reporting and admin roles
Optional Power Platform / Dataverse virtual-table mapping for low-code donor apps and Power Automate flows

Hecho a medida, listo para ti

Sin configuración por tu cuenta: una app funcional creada, instalada y con soporte de ECOSIRE.

  1. 1

    Haces el pedido

    Empieza con un precio único de desarrollo. Definimos el alcance contigo en el arranque.

  2. 2

    Creamos e instalamos

    ECOSIRE la crea, la configura y la instala en tu Dynamics 365 Business Central.

  3. 3

    En marcha + soporte

    Sales en vivo en aproximadamente una semana laboral, con dos semanas de soporte tras la puesta en marcha. Los defectos en el código que entregamos se corrigen sin coste.

Sobre este producto

Microsoft Dynamics 365 Business Central is built for commercial profit-and-loss accounting, not for the fund-based stewardship model that nonprofits, NGOs and faith-based organizations are required to report on. Out of the box there is no concept of restricted versus unrestricted net assets, no donor or pledge subledger, and no clean way to prove that a grant was spent only on its intended program.

This extension closes that gap. ECOSIRE builds it for your tenant as a per-tenant AL extension (not a generic AppSource download), installed directly on your Business Central environment and supported by our team. It models funds as a dedicated global/shared dimension so every G/L entry, posted document and report can be sliced by fund, program and donor without changing your chart of accounts. Restricted and unrestricted balances are tracked separately, and release-from-restriction is handled as an explicit, auditable posting.

On top of the dimension layer we add a donation and pledge subledger (new tables and list/card pages via AL table and page extensions), donor and member master records, and pledge schedules with outstanding-balance aging. Event subscribers on the G/L posting routines enforce fund integrity at post time, and a Job Queue entry can age pledges and post recurring designated gifts automatically.

Reporting includes restricted-vs-unrestricted statements and budget-vs-actual by fund and program, surfaced as Business Central pages and account schedules, and exposed over the standard OData/REST API for Power BI, Dataverse or a donor portal. Dedicated permission sets keep development, finance and grant-reporting roles separated. Everything is delivered scoped to your real fund structure, grant terms and reporting calendar — built to order, installed, and maintained.

lo que obtienes

  • A per-tenant Business Central AL extension (.app) built to your fund, program and grant structure, installed on your sandbox then production environment
  • Configured fund/program global dimensions, dimension sets and default-dimension rules mapped to your chart of accounts
  • Donation, pledge and donor data model with list/card pages, plus migration of your existing donor and pledge data where provided
  • Restricted-vs-unrestricted and budget-vs-actual account schedules and analysis pages configured to your reporting calendar
  • Permission sets and role-center entry points for finance and grant-reporting users
  • OData/REST endpoint configuration with a sample Power BI report or Dataverse mapping where in scope
  • AL source, deployment package and a written admin/runbook handover document
  • Post-go-live support window with bug fixes and BC update compatibility checks

¿Para quién es esto?

Nonprofit Finance Director

Owns the audit and board reporting, and needs defensible restricted-vs-unrestricted statements and proof that grants were spent on purpose — without maintaining a spreadsheet alongside Business Central.

NGO Grants & Compliance Manager

Tracks multiple donor grants with distinct restrictions and reporting periods, and needs budget-vs-actual by program plus pledge aging to satisfy funder reporting obligations.

Faith-Based / Membership Org Administrator

Manages members, designated giving and pledge campaigns, and wants donor records, giving history and recurring designated gifts handled inside Business Central rather than a separate donation tool.

Cómo se compara Nonprofit & NGO Fund Accounting for Business Central

CriterioECOSIREConstrucción personalizadaCompetidorNativo de Dynamics 365 Business Central
True restricted vs unrestricted net-asset trackingIncluidoApoyo parcialApoyo parcialNo incluido
Fund/program modeled as native BC dimensions (no COA bloat)IncluidoApoyo parcialApoyo parcialApoyo parcial
Donation, pledge and donor subledgerIncluidoApoyo parcialIncluidoNo incluido
Budget vs actual by fund and programIncluidoApoyo parcialApoyo parcialApoyo parcial
Built and scoped to your exact grant/reporting structureIncluidoIncluidoNo incluidoNo incluido
Installed and supported by the vendor on your tenantIncluidoApoyo parcialApoyo parcialNo incluido
OData/REST API exposure for Power BI / DataverseIncluidoApoyo parcialApoyo parcialIncluido
Tested for compatibility across BC update wavesIncluidoNo incluidoIncluidoIncluido

Preguntas frecuentes sobre Nonprofit & NGO Fund Accounting for Business Central

Is this a Microsoft AppSource app I can install instantly?

No. This is a build-to-order per-tenant extension. ECOSIRE develops the AL extension against your actual fund, program and grant structure, then installs it on your Business Central sandbox for validation and promotes it to production. There is no instant AppSource download — the trade-off is that what you receive fits your reporting model precisely rather than a one-size-fits-all template.

How long does delivery take?

A typical engagement runs about one working week from the discovery call, depending on how many funds and grants you track, whether you need donor/pledge data migrated, and the complexity of your reporting. We confirm a firm timeline after a short scoping session and deploy to a sandbox first so you can review before anything touches production.

How do ongoing support and Business Central updates work?

Every build includes a post-go-live support window for bug fixes. Because Microsoft ships Business Central major updates twice a year, we test the extension against each upcoming release wave on your sandbox and patch any breaking AL or API changes. Continued maintenance after the included window is available on a support agreement.

Will this change our chart of accounts or break existing accounting?

No. Fund and program are added as Business Central dimensions, not as new G/L accounts, so your chart of accounts stays clean and existing postings are unaffected. The extension layers on top of standard posting routines via event subscribers and adds its own tables and pages — it does not modify Microsoft base objects in a way that blocks future updates.

Can the donation and fund data connect to Power BI or a donor portal?

Yes. Funds, donations and pledges are exposed through Business Central's standard OData v4 / REST API and can be mapped to Dataverse virtual tables. That lets you drive Power BI dashboards, Power Automate flows or a low-code donor portal from the same data, with permission sets controlling what each integration can read.

Solicitar presupuesto

Nonprofit & NGO Fund Accounting for Business Central

A build-to-order Business Central extension that adds true fund accounting for nonprofits and NGOs: restricted-fund dimensions, donation and pledge tracking, donor management, and restricted-vs-unrestricted reporting by fund and program.

  • Fund as a dedicated Business Central global dimension applied to every G/L entry, posted document and dimension set — no chart-of-accounts bloat
  • Restricted, temporarily-restricted and unrestricted net-asset tracking with explicit, auditable release-from-restriction postings
  • Donation and pledge subledger delivered as new AL tables with list and card pages (table and page extensions)
  • Donor and member master records linked to contacts, with giving history and lifetime totals

Solicitar presupuesto

Cuéntanos tus necesidades de Nonprofit & NGO Fund Accounting for Business Central y te enviaremos precios, opciones de licencia y una propuesta a medida, normalmente en un día hábil.

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