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RequirementsStandard Requires Configuration Requires Customization Requires
Third-Party 		Unsupported Vendor Comments
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Access, Security & Alerts:
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Remote access with mobile interfaces
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Ability to assign unique user ids
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Role-based system access
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Enable tailored screens per role/login (auto-open at login)
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Dashboards & task lists per role/ user
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Provides audit trails (actions, changes, transactions) with dates and users
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Generate alerts & notifications
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Set-up alert/notification tasks by group or individual
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Single sign-on (SSO) integration with Microsoft Azure AD (SAML 2.0)
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Integrations with MS Outlook and Teams
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Documents, Contracts & Reporting:
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Document storage on all record types (contracts, projects, vendors, programs, items, transactions, etc.)
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Ability to integrate with CRMs via API or automatic ingestion of import files to record donation activities
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Ability to maintain document revisions (either multiple versions or version tracking)
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Ability to set-up user defined tags/attributes for documents
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Ability to set-up document permissions
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Ability to, in general, import data/extract third-party reporting data via spreadsheets/CSV, etc.
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Ability to include document sharing via workflows
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Ability to create custom forms
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Ability to import data from multiple file types
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Ability to use wildcard searches
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Ability to drill-down within dashboards/reports
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Ability to create user defined/personal dashboards/reports
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Ability to view data in real-time
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General Ledger, Fund Accounting & Currencies:
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Can support multiple GLs
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Can manage fixed assets and integrates AP and FA functionality and can produce automated depreciation accruals and related entries upon disposal, sale, etc.
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Ability to manage fund accounting (by project/by source, etc.)
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Ability to manage multiple revenue/income streams (cash donations, gifts in kind, non-cash valuation of gifts and reporting)
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Supports project-based financial reporting (revenue, tasks, assets and staff)
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Ability to manage and track non-cash assets (investments, annuities, trusts, etc.)
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Ability to navigate from the GL and report all subledger details (e.g. inventory, purchasing)
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Ability to create/track data-drivers (monthly, quarterly and annual allocations)
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Ability to account for activities by program, by country
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Drill-down capabilities for transactional details across accounts or entities
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Ability to create NICRA financial schedules to comply with US Grant requirements (Circular A122)
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Ability to allocate routinely between functional categories
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Ability to manage grant distributions/sub-awards to outside organizations
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Financial Planning & Analysis:
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Report YTD vs. budget vs prior year
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Real-time cash flow analysis
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Ability to create financial KPI dashboard (e.g. days cash on hand, daily avg operating exp, etc.)
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Ability to build multiple draft budget versions for varying fiscal years
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Indirect cost monitoring
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Support budget version comparisons
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Ability to pre-allocate and adjust quarterly budget funds by program
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Ability to plan/run allocations for budget purposes
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Project Planning, Budgeting & Tracking:
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Ability to create and maintain a project budget
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Ability for a project/project budget to span entities, locations, currencies and fiscal periods
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Ability to support project management/work planning functionality
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Ability to capture/manage design requirements in the system
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Ability to track tasks tied to a project
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Support workflow notifications for groups/individuals for incomplete tasks/when tasks are completed
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Ability to view the status of new projects across various stages
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Ability to associate funds, items or assets to a project
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Ability to schedule/track volunteer and employee time on projects
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Ability to track designated gifts that fund a project
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Ability to track gifts in kind received for a specific program or project
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Ability to track labor and materials expenses on a project
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Ability to tie project/program expenses to logistics
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Ability to track project expenses from remote field locations
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Ability to interact with local currency and procurement
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Ability to allocate variable indirect cost rates to a project
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Ability to track disbursements from funds and designated donations
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Banking, Reporting & Compliance:
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Standard monthly accounting reports MTD/YTD and variable 1-12-period trended summaries
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Can track and report on rent, interest, service and gift in kind incomes
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Integration of payments and reconciliation functions
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Ability to reconcile cash accounts daily through integration with banks
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Ability to record daily bank items (fees, NSFs, etc.) automatically through bank integration
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Can track investment balances, changes in value and distributions
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Ability to track non-cash donations
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Reports by location, by project and by program
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Reports by emergency campaign (revenue & expense)
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Ability to track cash management
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Ability to manage/report on endowments
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Ability to manage cash and accrual reporting
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Supports reminders/notifications of necessary compliance steps/processes
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Supports office of foreign assets control (OFAC) reporting
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Accounts Receivable & Accounts Payable:
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Supports 3-way PO matching
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Ability to generate one invoice for multiple ship-to addresses
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Ability to transmit ACH and wire payment files to bank for processing
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Ability to create and transmit positive pay files daily, automatically
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Flags for donors who have not contributed for a period of time (12, 18, 24 months)
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Ability to integrate with CRM data to account for pledge receivable activity
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Ability to provide aged pledge receivables
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Trends for contributions & donations by program
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Can automate coding instructions and AP entry from scanned invoice (OCR)
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Can send reminders for pledges/sponsorships behind in payment
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Can create a workflow to route electronic invoices for coding and approval
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Process to accommodate and manage PO pre-payments (up to 100% prepaid)
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Ability to adjust an invoice for a backordered product