产品详细信息以英文显示。翻译即将推出。
速览
- 价格
- $499.00 USD
- dynamics_365_business_central 版本
- —
- 设置时间
- 30分钟
- 许可证
- 一次永久
- 语言
- 11 语言
一次性购买
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.
$499.00USD
现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。
核心功能
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
关于此产品
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.
为什么选择 Nonprofit & NGO Fund Accounting for Business Central
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
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.
你得到什么
- 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
这是给谁的
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.
安装概述
从ECOSIRE下载
在 ecosire.com 上购买许可证并从您的帐户仪表板下载 Nonprofit & NGO Fund Accounting for Business Central 模块 ZIP。
上传至Odoo
将 ZIP 解压到服务器上的 Odoo 自定义插件文件夹中（或通过“应用程序”>“从 Odoo.sh / runbot 上的文件安装”上传）。
安装模块
激活开发者模式，打开应用程序，单击更新应用程序列表，搜索 Nonprofit & NGO Fund Accounting for Business Central，然后按安装。
配置设置
打开新菜单，粘贴您的 ECOSIRE 许可证密钥，连接任何外部凭据（Shopify、Amazon、Stripe 等），然后保存。
验证并上线
运行内置连接测试，同步前 10 条记录，并安排定期 cron。如果出现任何问题，请联系支持人员。
Nonprofit & NGO Fund Accounting for Business Central 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | 奥杜本机 |
|---|---|---|---|---|
| True restricted vs unrestricted net-asset tracking | ||||
| Fund/program modeled as native BC dimensions (no COA bloat) | ||||
| Donation, pledge and donor subledger | ||||
| Budget vs actual by fund and program | ||||
| Built and scoped to your exact grant/reporting structure | ||||
| Installed and supported by the vendor on your tenant | ||||
| OData/REST API exposure for Power BI / Dataverse | ||||
| Tested for compatibility across BC update waves |
关于Nonprofit & NGO Fund Accounting for Business Central的常见问题
+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 3 to 6 weeks 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.
为什么客户信任 ECOSIRE
SOC 2 对齐
符合 GDPR
安全条纹支付
30 天退款
终身更新
LGPL-3.0 许可证
相关模块
申请报价
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