Business Central Nonprofit Reporting with Excel and Velixo: TRNA Rollforward

Stop reconciling temporarily restricted net assets once a year. It's a recipe for disaster.

Most non-profits only check these balances at year-end, and by then, the mess is already made. In this video, we show you how to build a net asset roll forward report in Velixo that pulls directly from Business Central, updating automatically every time a new grant hits. No more manual tracking. No more surprises. Plus, we walk through a powerful feature for releasing revenue from restrictions so you can manage funding sources without the headache.