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Sage Intacct’s AI Solutions: General Ledger Outlier Detection
Welcome to our ongoing series exploring the ways that Sage Intacct—a cloud-based financial management solution with a robust toolkit for...
NetSuite Nonprofit Financial Statements – Net Assets
The Social Impact edition of NetSuite comes with pre-built Nonprofit Financial Statements, including Statement of Financial Position, Statement of Activity,...
10 Lessons From 25 Years of ERP Implementation
With over 25 years of experience in ERP implementations—primarily on the client side—I’ve gained invaluable insights. Now, after spending years...
Barely Survived Year-End Inventory? Here’s How to Make It Easier Next Time
If you’ve just wrapped up another exhausting year-end physical inventory, you’re probably thinking, “There has to be a better way.”...
Upcoming Nonprofit Events: Insights, Innovation, and Impact
Nonprofit organizations constantly adapt to new challenges, from leveraging technology for greater efficiency to strengthening cybersecurity and donor engagement. At...
Automate Receivables with RSM’s Dunning Letters Solution
Overview: Despite persistent reminders, are you still struggling to collect customer payments? Do you wish you had better insights into...
Finding the Microsoft Solution for Your Nonprofit’s Needs
Nonprofit organizations put the needs of others above their own, working towards a mission of betterment, be it their communities,...
Reporting Options with Microsoft Business Central for Nonprofit Organizations
Nonprofit organizations have different financial reporting goals than their for-profit counterparts. While for-profits tend to focus on maximizing net income...
Dimensions and Not for Profits
The Dimension functionality in Microsoft Dynamics 365 Business Central software enables Not For Profit (NFP) companies to streamline their operations...
How to Manually Pair Intercompany Transaction
Managing intercompany transaction is a crucial aspect of accounting for businesses with multiple subsidiaries. NetSuite intercompany development framework offer a...
Fundraise Fluently With Sage Intacct + DonorPerfect
Nonprofits must hold themselves to a higher standard in an increasingly competitive funding climate. Providing donors with a seamless and...
Tax Tips: File 1099s with Sage Intacct + TaxBandits
The deadline for filing 1099 tax documents for independent contracts has almost arrived. You need to submit all documents...
Nonprofit Budgeting Made Better: Martus + Sage Intacct
Nonprofit budgeting is a big responsibility…and a big risk. Every year, nonprofits spend time and energy building their budget, usually...
Key Insights from the 2024 Philanthropy Technology Survey
In today’s rapidly evolving tech landscape, understanding the needs, challenges, and emerging trends in philanthropy is essential for successful grantmaking. This report reveals key trends and strategic opportunities.
Protected: Enhancing Inventory Visibility with Custom Measures in D365
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NetSuite 2024.2 Release: Hot Topics for Nonprofits
The latest NetSuite 2024.2 release has arrived, bringing a host of new features and enhancements tailored to meet the unique...
RSM Celebrates Outstanding Team Members with Microsoft Most Valuable Professional Awards
RSM proudly announces the recognition of its exceptional team members through...
New for Nonprofits – Automating Net Asset Release
As a financial management platform suited to the unique needs of nonprofits, Sage Intacct has evolved from good to better....
How well are companies navigating workforce balance?
HCM solution provider Dayforce surveyed 8,700+ global workers to find out It is up to employers to discern whether the...
Upcoming Nonprofit’s Events
Upcoming Event: Explore the future of your board: Digital transformation and risk Join Directors & Boards’ executive publisher David Shaw...
NetSuite Creating Custom Sublists and Common Sublists for Non Profit Clients
Introduction One of the benefits of NetSuite’s unified data structure is the interconnectivity of data. NetSuite sublists can be utilized...
NetSuite 2024.1 New Release – NetSuite Pay SuiteApp (version 1.0.0)
The latest NetSuite 2024.1 Release introduces upgrades aimed at empowering organizations to optimize their data management, bolster software security, and...
Automated Cash Application
Month-end close is a stressful time for many of our clients, and simplifying that process is one of the many...
NetSuite 2023.2 Quality Management SuiteApp Enhancements
This blog is co-authored by Nikita Kumari and Brittany Quinlan. Effective quality management helps organizations meet regulatory and internal quality...
Change on the Horizon: WORK Transactions Deprecated in D365 Finance & Supply Chain
We want to ensure you know of an upcoming change to how inventory transactions associated with WORK/inventory movements within an...
Unlocking Opportunities: RSM at the Nonprofit Innovation Hub
Embark on a journey into innovation with RSM! We’re thrilled to sponsor the National Mentoring Summit, an exclusive gathering where...
Microsoft Nonprofit Global Summit
Welcome to the heart of innovation! RSM is excited to participate in the Global Nonprofit Leaders Summit, an exclusive event...
Is it time to migrate from your legacy ERP?
Is it time to Migrate from your Legacy ERP? Signs to Migrate from an Old System include: Unsupported Technology The...
RSM’s Nonprofit Relationship Management Practices – Activity Update
Giving back. RSM’s Support of our nonprofit and association industry clients. 2023 has been a hectic year for RSM. Here’s...
Tracking Nonprofit Committed vs. Encumbered Costs in Sage Intacct
For nonprofits to make the biggest impact, comply with all funding requirements, and maintain a positive reputation, they must carefully...
NetSuite Revenue Recognition with Grant Billing
Overview Many Nonprofit organizations leverage NetSuite’s Advanced Revenue Management (ARM) and Projects modules to automate monthly revenue recognition for Grant...
NetSuite for Non-Profits: Releasing Funds from Restriction
NetSuite’s SuiteSuccess package for Non-Profits allows users to release funds from restriction once sufficient expenses have been spent towards Revenue...
Streamline your Systems to Up your Impact: Microsoft Tools for Nonprofits
Thank you so much for joining our sessions! Please find the videos below! May 25th, 2023: A new approach to...
Revolutionizing Non-Profit Fundraising: Harnessing AI for Hyper-Personalized Donor Outreach Introduction
In the non-profit world, fundraising campaigns are vital in driving positive impact. However, creating compelling and personalized donor outreach content...
A new approach to Fundraising – Microsoft Cloud for Nonprofit
As the world becomes more interconnected and technology continues evolving, nonprofits constantly search for new and innovative ways to raise...
Using Data to Better Tell Your Nonprofit’s Story: A Webcast Review
DDS (Data and Digital Services) Leadership recently presented a webcast for nonprofits, Using Data to Better tell your Nonprofit’s Story....
Salesforce Person Accounts Overview
If you’ve been following the Salesforce Nonprofit Cloud news (Nonprofit Cloud), you know one of the significant changes between Nonprofit...
Empowering Nonprofits: How Microsoft’s Cloud Solutions and RSM’s Advisors are Driving Digital Transformation
The nonprofit industry has undergone a significant digital transformation in recent years, with an estimated value of over $50 billion....
Intro to Nonprofit Cloud
If you’re a Salesforce fan or just plugged into nonprofit tech, you have likely heard rumors about Salesforce’s change to...
NetSuite Grant Allocation with Restricted Donations
Non-Profit organizations can utilize NetSuite to allocate donations with purpose or time restrictions. Purpose restricted donations can be strategically associated...
RSM’s Nonprofit Relationship Management Practice
Expanding and strengthening our resources for the greater good. RSM has once again aligned industry resources and expertise to bring...
How Sage Intacct Nonprofit Upgrades Decision-Making on Day One
A recent survey highlights why reporting matters more important than ever for nonprofits of all shapes and sizes. The survey...
Member Scoring Analytics for Not-For-Profit (NFP) Organizations
The RSM DDS Data Analytics team recently created Power BI reports that tracks Member Scoring Analytics for Not-For-Profit (NFP) organizations....
Microsoft Catalyst: An Overview for Non-Profits
Microsoft Catalyst is a program designed to help non-profits with technology. The program provides non-profits access to Microsoft’s latest products...
Actionable Member and Grants Insights Day 1
As a not-for-profit organization, using data as an asset functionally is imperative for understanding the business and the metrics surrounding...
Person-Centered Systems: Part 3
So what have we learned? First, in an increasingly decentralized world, where remote work has become more prevalent, it is...
A Microsoft Packed Toolbox for Grants Organizations
If you have been following my series, “A Microsoft Packed Toolbox for Fundraising Organizations,” found here, you may have anticipated...
Why Not-For-Profit Organizations are choosing Business Central
Not-For-Profit organizations have faced many challenges during this Covid-19 pandemic. Near the top of that list is how they can...
Microsoft Dynamics GP with Nonprofits
Microsoft Dynamics GP allows your nonprofit organization to manage more than just financial statements. With integrated financial management, project accounting,...
Nonprofit – Benefits of Human Resources Outsourcing for Nonprofits
HRO: Helping Nonprofits Focus on Mission, rather than Administration Nonprofits often have limited financial and people resources, which can exacerbate...
A Microsoft Packed Toolbox for Fundraising Organizations
A Microsoft Packed Toolbox for Fundraising Organizations “A Microsoft Packed Toolbox for Fundraising Organizations” – Part 4 Microsoft Power Apps...
Actionable Fundraising & Engagement Insights
Non-profits keeping up with the increased need for analytics to address member engagement, member retention, and more… Using data effectively...
A Microsoft Packed Toolbox for Fundraising Organizations
Part 3: A Microsoft Packed Toolbox for Fundraising Organizations – Power BI Previous blogs in this series Part 1: Dynamics...
In the spirit of the Yankees and Mets, two first place teams…
Here comes RSM! Your first-choice advisors – we play to win. Meet the RSM Team: The RSM lineup is an...
NFP Industry Event Highlights and Takeaways
As a subject matter expert in the not-for-profit (NFP) industry, attending industry specific events is critical. It gives the RSM...
Volunteering with Fundraising and Engagement
A common challenge associations face is not having one common source of truth for all their incoming data. For instance,...
Fundraising: Seize the (Awkward) Moment with Five Simple Steps
Nonprofit organizations are driven to success largely by two factors: individual passion and generous donations. Interestingly, although these two vital elements...
Adapting nonprofits missions for digital strategies
Nonprofits are being forced to look closely at their missions and adapting them to their current and future digital environment....
A Microsoft Packed Toolbox for Fundraising Organizations
Part 2: Dynamics Marketing In part one of this blog series an overview was provided of RSM’s engagement with a...
Tips on How to Integrate your Event Management Solution with your D365 Accounting System
Not-For-Profit organizations often face challenges retaining and engaging donors in a way that provides the capital necessary to successfully execute...
Harnessing Digital Strategies to Break Down Nonprofit Silos
Modern nonprofits understand that cross-program initiatives are key to promote fundraising efforts, rally volunteers, and reach previously untouchable donor segments....
Leveraging Technology and the Influencer Effect for Nonprofit Advancement
Nonprofit organizations play a pivotal role in the development of stronger, safer communities by providing crucial services that fortify socioeconomic...
Data and Digital Opportunities for Nonprofits
“What question do we want to ask that we cannot answer today? And what do we want to do with...
Data Governance for NFP: Why You Need It & How To Get Started Today
When searching through the abyss of the internet for “data governance”, it can be overwhelming. The questions come pouring out:...
Person-Centered Systems: Part 2, Multi-channel Communications
Last week we discussed the idea of using a Person-Centered approach to designing your CRM system, and the benefits of...
Person-Centered Systems: Part 1
As we continue to acclimate to the new normal of decentralized work, many find themselves running into the same familiar...
Leveraging Technology and the Influencer Effect for Nonprofit Advancement
Nonprofit organizations play a pivotal role in the development of stronger, safer communities by providing crucial services that fortify socioeconomic...
A Microsoft Packed Toolbox for Fundraising Organizations
Part 1: Dynamics Fundraising and Engagement Microsoft dynamics is a powerful tool used across all industries. The focus of this...
Why Nonprofits Can’t – and Shouldn’t – Do it Alone
There is no denying that COVID-19 had an intense impact on nonprofits and the communities they serve. The Nonprofit Leadership...
Changing the Way We Think About Nonprofit
As a young professional going through training at a RSM, I was introduced to the variety of industries the company...
Pandemic Obstacles, Technology Opportunities
It is no news that this past year’s pandemic has challenged companies to reimagine how they go about their daily...
Your super user is leaving, now what?
There is a reason organizations ask for two weeks’ notice. When a key resource decides to leave an organization, a...