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Webinar
Microsoft Business Central for Not-For-Profits

Financial Reporting for Complex Not-for-Profits

Your programs. Your funding.
A clearer financial picture.

Which programs did that grant support—and which funding sources keep each program running? Discover how a connected finance structure can help you answer those questions with less manual reporting.

NFP SAMPLE REPORT

AI-generated. Expert-led.
Cloud Factory’s NFP Finance Foundation for Microsoft Dynamics 365 Business Central brings together a prepared account structure, program and funding analysis, and NFP-focused reporting—an initiative designed to save considerable preparation and setup time. Our consultants tailor the foundation to your organisation, working with your finance team and advisers on the reporting, accounting requirements and controls.

In this webinar, explore financial reports that speak the language of NFPs, clearer program and grant reporting, and optional Microsoft Power BI for interactive board and management insights.

Eligible not-for-profits can access Microsoft’s advertised 60% Business Central licence discount, subject to eligibility and applicable terms. Australian pricing is confirmed separately.

11:00 am – 12:00 pm AEDT | Online

Get an indicative cost for your organisation

CloudFactory | Microsoft Dynamics 365 Business Central 

For CFOs, Finance Directors, Finance Managers & Business Managers 

Many sources, many programs, one set of books

Your income may come from donations, grants, memberships, bequests, government contracts and fee-for-service activities. It supports the work your organisation delivers: a meals service, a training pathway, emergency relief, safe accommodation or another community program.

Some funding can support your organisation broadly. Other funding carries specific purposes, delivery conditions or reporting obligations. Each program also has its own budget, direct costs and share of overheads. Your finance team needs to connect these relationships while keeping the overall financial picture clear.

Funders

How has our funding been used?

Clear expenditure and allocation reporting against the agreed purpose, budget and reporting period, supported by the relevant funding agreement.

Your board and program leaders

What does each program really cost?

Income, direct costs, shared salaries and overheads brought together to explain budget variances, funding gaps and program sustainability.

Your finance team and advisers

Can we explain and reconcile the figures?

Consistent records and supporting schedules that reconcile to the general ledger, distinguishing cash, recognised income, expenditure and outstanding funding obligations.

When those relationships depend on expanding account codes, separate grant spreadsheets or repeated manual allocations, each reporting cycle can become another reconciliation exercise. Spreadsheets can remain valuable—but they should not have to recreate the connections between your accounts, programs and funding every month.

One financial foundation. Reporting for each audience.
Cloud Factory’s NFP Finance Foundation brings the account structure, program and funding analysis, and reporting definitions together in Microsoft Dynamics 365 Business Central. With your coding, allocations and accounting policies agreed, core financial reports and optional Power BI views can present different perspectives on the same reconciled information.

Reporting in both directions

Start with a funding agreement and see the programs it supports. Start with a program and see its income, expenditure and funding allocations. The aim is to answer both questions from a consistent financial structure, rather than build a separate spreadsheet for each perspective.

Microsoft Dynamics 365 Business Central separates the nature of a transaction—such as salaries, donations or grant income—from its reporting context. Dimensions are reporting tags that identify the program, fund, grant, cost centre, location or activity on the relevant entries. Cloud Factory configures these alongside your budgets, allocation rules and reports.

One salary account. Several reporting views.

A salary cost can remain in Salaries and wages while also identifying the Youth program, its fund and the relevant grant. Where the cost is shared, the amount is split using an agreed allocation—not duplicated across programs or grants.

Your question How we configure the answer
Which programs has this fund or grant supported? Filter by fund or grant and analyse the expenditure allocated to each program, including its agreed share of salaries and overheads.
Which funding sources support this program? Filter by program and review its assigned income and funding allocations by fund, grant and income category.
Is this program on budget? Compare actual income and expenditure with the approved budget, using matching program codes and reporting periods to explain variances.
Where does this multi-year grant stand? Review grant-to-date income, expenditure and related liability balances alongside the grant budget and supporting schedule, including agreed brought-forward information.
How are shared salaries and overheads allocated? Use configured allocation rules and recurring journals to distribute costs across the agreed programs and funds, with the allocation basis and resulting entries available for review.
What supports our grant acquittal? Trace grant-coded expenditure to ledger entries and available supporting records, then assess it against the funding agreement, eligible-cost rules and reporting requirements.

NFP Solution GoalsConsistent coding from the start.
Default dimensions, required codes and permitted combinations help reduce repeated data entry and prevent incomplete or inconsistent coding. We configure these controls around your processes, with your team reviewing exceptions and shared-cost allocations before posting.

Project accounting where it adds value.
Where a grant needs detailed task budgets, resource usage and cost tracking, Business Central Projects can form part of the solution. We assess this alongside your grant-reporting and accounting requirements—not every grant needs a project, and project tracking does not replace the funding agreement’s income-recognition assessment.

The same foundation, presented in your language.
Use Income and Expenditure, Program Performance and Grant Budget and Actual reports with agreed NFP terminology. Add optional Microsoft Power BI views for interactive analysis, with the figures reconciled to Business Central for the same reporting period.

A clear foundation, with room to go further

Your organisation should know what its finance solution will deliver before implementation begins. Cloud Factory’s NFP Finance Foundation provides a prepared starting point for Microsoft Dynamics 365 Business Central. We then agree the configuration, reporting and any additional capabilities needed for your programs, funding arrangements and operating requirements.

Your finance and reporting foundation

An NFP-oriented general ledger, program and funding dimensions, agreed cost allocations and financial reports using terminology such as Income and Expenditure and Surplus / (Deficit).

Your scope identifies the selected accounts, coding controls, budget comparisons, grant and fund schedules, and reconciliation checks. The configuration reflects your approved accounting policies and reporting needs.

Specialist capabilities where needed

Donor and pledge management, automated grant workflows, checks against grant-specific spending rules, or bespoke acquittals may require more than the core finance configuration.

We assess whether those requirements call for additional configuration, an extension or an integration. The recommendation follows the processes and controls you need—not simply the number of funds or grants you manage.

Power BI when you want to explore further.
Add interactive board, program and funding analysis where it supports better decisions. Microsoft Power BI is an optional addition, with dashboards, data sources, access and training defined separately—not a prerequisite for your core Business Central financial reports.

Defined deliverables. Agreed responsibilities.
Your proposal sets out the configuration, named reports, migration coverage, training, go-live assistance and support arrangements, together with the checks used to confirm completion. Additional entities, historical data, integrations and specialist requirements are explicitly included or separately scoped.

Cloud Factory remains your implementation and ongoing support partner. We explain the options and agree the scope with you before implementation begins, with any additional work reviewed and approved before it proceeds.

CLOUD FACTORY / NFP FINANCE FOUNDATION

Sources behind the finance foundation.

Our NFP Finance Foundation draws on Australian charity, accounting and tax guidance, alongside Microsoft Business Central product documentation.

Scroll to explore. Select a source to read more.

These sources inform Cloud Factory’s design; they do not constitute endorsement of the offering. Accounting policies and tax treatment are confirmed for each organisation.

The right licences. Less setup from scratch.

Microsoft currently advertises 60% off Business Central commercial licence pricing for eligible nonprofits. Cloud Factory helps you understand the applicable offer, select the right user licences and establish the Australian subscription cost for your organisation.

Eligibility is confirmed through Microsoft’s nonprofit registration and validation process, including its legal-status, mission and programme requirements. We guide your team through the process; an authorised employee or strategic volunteer of your organisation completes the registration.

Match the licence to the work

Not everyone needs the same level of access. We identify who needs full accounting and transaction-processing capabilities, and who mainly reads information, completes permitted workflow approvals or maintains their own timesheets. Business Central Team Members may suit some of these lighter-use roles, within Microsoft’s permitted activities. The recommendation follows what each person actually needs to do—not their job title alone.

A prepared foundation, not a blank sheet

The subscription is only one part of the investment. Cloud Factory’s AI-generated, expert-led NFP Finance Foundation reuses prepared account structures, reporting definitions and setup guidance, designed to save considerable preparation and setup time. Our consultants then tailor, validate and implement the agreed solution with your team.

See the full investment clearly

Your estimate distinguishes Business Central licensing, implementation and Cloud Factory support. Where you require Power BI, additional integrations or specialist functionality, we identify the configuration and access requirements separately. Microsoft’s Business Central licence discount is not a discount on the entire implementation or every additional product.

What would this look like for your organisation?

Tell us about your current system, the people who need access and the reports you want to improve. We will clarify your entity, migration and reporting requirements to prepare an indicative annual subscription estimate and implementation range, with assumptions and optional requirements clearly identified.

Request an indicative estimate

Indicative amounts are in AUD excluding GST unless stated. Estimates are not quotations. Final pricing depends on confirmed eligibility, user requirements, subscription terms and the agreed implementation scope.

NDIS providers

NDIS-logoIf you're an NDIS registered provider, you have participant billing, claims to the NDIA and remittance reconciliation to manage as well as program reporting.

You don't have to build an NDIS connector from scratch. Wiise, an Australian solution built on Microsoft Dynamics 365 Business Central, includes NDIA integration as standard, alongside the program and revenue source reporting described above. For NDIS providers, an existing connector maintained and further developed by Wiise is an excellent solution.

A prepared foundation. A clear path to go-live.

Cloud Factory’s AI-generated, expert-led NFP Finance Foundation gives your Microsoft Dynamics 365 Business Central implementation a structured head start. The account structure, reporting dimensions and reusable report definitions are prepared; our consultants focus on applying them to your organisation. The aim is to save considerable preparation and setup time without skipping the decisions, reconciliation and training that make the solution work for your team.

Where your requirements fit the foundation, we agree a focused finance implementation. Where you need additional entities, integrations, more extensive process changes or wider reporting, Discovery defines the requirements and delivery plan. Both approaches start with your priorities—not an assumption that every NFP belongs in the same implementation package.

Start with the reports you need

We identify the information your board, program leaders and funders need, together with ACNC reporting requirements where applicable. We then map the accounts, budgets, dimensions and supporting schedules needed to produce and reconcile those outputs.

Agreed hours and clear approvals

Consulting work is prepaid against agreed hours. Your estimate identifies the scope, assumptions and expected effort. Any increase in scope is quoted and approved by you before we proceed.

Fortnightly progress reviews

Every two weeks, we review what has been delivered, discuss outstanding questions and agree the next two weeks of work. Your team can see the progress, upcoming priorities and decisions needed to keep the implementation moving.

Configure. Reconcile. Validate. Train.
We tailor the selected setup, migrate the agreed opening data, reconcile the balances and test the named reports with your team. Where optional Power BI dashboards form part of the scope, their figures, filters and access permissions are checked as well.

User acceptance and agreed training come before go-live. Cloud Factory remains your implementation and ongoing support partner, with a clear handover from project delivery to day-to-day use.

LIVE WEBINAR

Financial Reporting for Complex Not-for-Profits


Online | 60 minutes

Your programs. Your funding.
A clearer financial picture.

Join Cloud Factory for a practical session on Microsoft Dynamics 365 Business Central, NFP-focused financial reporting and Microsoft Power BI. Explore how a connected finance structure can help your team understand program costs, funding obligations and the organisation-wide result.

AI-generated. Expert-led.

Our NFP Finance Foundation brings together a prepared Australian NFP account structure, reporting dimensions, report definitions and setup guidance—an AI-generated initiative designed to save considerable preparation and setup time.

Rather than starting from a blank sheet, Cloud Factory tailors the foundation to your organisation, working with your finance team and advisers on the accounting decisions, reporting and controls.

Who should attend: CFOs, Finance Directors, Finance Managers, Business Managers and program leaders managing multiple funding sources or reporting obligations. Particularly relevant to Australian NFPs with annual revenue from around A$3 million upwards, including larger and multi-entity organisations.

Hosted by Franz Munnich, Cloud Factory.
The recording will be sent to all registrants.

 

 

Register your place

 

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What we will cover

From the general ledger to your board report: practical examples of how the finance foundation, Business Central reporting and optional Power BI analysis work together.

Programs, funds and shared costs

Connect income and expenditure to programs, funds and grants without creating a separate set of accounts for every award. See how restricted and unrestricted funding, shared salaries and overhead allocations fit into the reporting structure.

Grant reporting beyond the bank balance

Use an illustrative A$120,000 grant to distinguish cash, recognised income, expenditure and remaining obligations. We will also discuss the budgets, reporting periods and supporting schedules needed for multi-year grants and acquittals.

Financial reports that speak your language

Business Central reports configured with NFP terminology: Income and Expenditure, Financial Position, Surplus / (Deficit), program performance, fund movements and grant budget comparisons—with agreed mappings and reconciliation checks.

Power BI: from financial reports to insight

Explore interactive board and program views, budget variances and funding mix using the same underlying finance data. Power BI adds an optional analytics layer; it is not required for the core Business Central financial reports.

AI-assisted preparation. A defined implementation.

How reusable accounts, reporting definitions and setup instructions reduce preparation from scratch. Understand how tailoring, migration, validation, training and Cloud Factory support fit into a clearly agreed scope.

Microsoft nonprofit licensing

Eligibility, Microsoft's advertised 60% Business Central nonprofit discount, and choosing licences around users' actual roles. Australian pricing, applicable licences and Power BI access requirements are confirmed separately.

Bring your wider requirements: Additional entities, multi-year funding, payroll, CRM and NDIS-related or other specialist integrations can form part of the discussion. These requirements are assessed and scoped for your organisation rather than assumed to be included in a standard setup.

Your takeaway: A clearer view of the reports your organisation needs, how the financial structure supports them, and where AI-assisted preparation and optional analytics can add value.

Grounded in Australian NFP guidance

Our finance and reporting design draws on the ACNC's National Standard Chart of Accounts (NSCOA), charity reporting guidance and relevant Australian Accounting Standards, including AASB 15 and AASB 1058 where applicable.

NSCOA is voluntary. These references inform the design; they do not endorse the Cloud Factory offering. Accounting policies, tax treatment and reporting requirements are confirmed for each organisation. Funding examples are illustrative, not universal recognition rules.

Microsoft product references: Business Central financial reporting  |  Reporting dimensions  |  Power BI finance analytics.

Microsoft nonprofit pricing and discounts are subject to eligibility, applicable licences and current Microsoft terms. Australian pricing and access requirements, including Power BI, are confirmed before quotation. Implementation, additional analytics and integrations are separately scoped. Any Cloud Factory prices provided are in AUD excluding GST unless stated; indicative estimates are not quotations.