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geilhufe Newbie

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  • The recommended approach (though subject to your precise requirements) is to record a donation as a cash sale with an appropriate item representing the gift. This should require a single screen & if you need to do batch entry, you can enter donations via csv import.
    in How do I post a donation in Netsuite? Comment by geilhufe Oct 22, 2012 12:15PM
  • The recommended simple model for pledges (subject to precise requirements) is to start with a sales order that represents the pledge. Then fulfill the pledge either with a cash sale (no receivable) or with an invoice (creates receivable). Most non-profits never create a receivable for pledges (in fact you should only…
    in How do I post a donation in Netsuite? Comment by geilhufe Oct 31, 2012 12:11AM
  • byrnecenter, for your specific scenario, you can do a couple of things. First, consider coding your item list to track revenue, so you might have an item structure like: Gifts -Donations --Annual Campaign --Events -Pledges Second, if you are trying to look at event profitability (i.e. tracking both revenue and expenses for…
    in Chart of accounts - parents and subaccounts Comment by geilhufe Jun 19, 2013 1:55AM
  • The most straight forward way would be to add a custom field to the checkout screen, something like "Optional 2% donation to charity" with a drop down with 11 choices -- 10 charities and default it to "none". Search help for "Customizing Your Checkout" for step by step instructions Then you can create a saved search to let…
    in Charity Contribution Options at Checkout Comment by geilhufe Jul 14, 2009 12:29PM
  • There are a number of ways to handle this requirement in NetSuite depending on exactly what you need. Fund accounting is actually quite complex, but tracking finances for a charity needs something a bit less than full fund accounting - and NetSuite is pretty good at this. The best solution is to use NetSuite OneWorld where…
    in Reporting for Fund Accounting Comment by geilhufe Feb 11, 2009 3:25PM
  • It is not possible to extend customer, partner, vendor, other contact. The best practice for this we have found working with over 300 grantees in NetSuite.org is to type the customer record via checkbox. So someone might be a sponsor, donor, volunteer and press contact if each of those checkboxes are checked. You can…
    in New Custom Relationship Comment by geilhufe Dec 22, 2012 1:04PM
  • Thanks JM, One of our key goals is to make sure people review both the page under donations and a application guidelines (pdf documents) before they apply for a donation. I'll look at putting together a better eye catching graphic on the front page. Did you find the donation page unclear about what we will donate? That…
    in NetSuite Giving -- Where is link to application? Comment by geilhufe Feb 24, 2008 2:44PM