High performance, fully integrated ERP functionality that allows you to focus on fulfilling your organisation's mission and vision.
- Manage multiple funds with automated balancing of funds;
- Increase the efficiency of procurement functions;
- Eliminate expensive paper based approvals and budgetary controls;
- Empower non-accounting users through user portals for data entry, enquiry and reporting
- Secure your long term investment in technology with unparalleled data integrity.
Tomorrow is here today
To address the issues of a typical Not–for-Profit organisation Dialog has identified an application built from the” ground up” for Not-for-Profit organisations called Navigator.
Navigator delivers highly functional software to not-for-profits, international NGO’s and public sector.
The application is built upon the extremely successful Microsoft Dynamics Nav platform and because of this you are able to fully leverage your investment in the Microsoft suite of Office products, SharePoint and Mobile. Calendars, tasks, letters and mail activities can be fully sychronised with Microsoft Office.
The complete suite includes;
| Donor Vision | Employee Directory Portal |
| Community Care | General Ledge |
| Ministry View | Bank Management |
| AwardVision | Consolidations |
| G/L Inquiry Portal | Multiple Languages |
| Purchase Requisition Portal | Budget Planning & Control |
| Purchase Order Portal | Advanced Allocations |
| Approval Processing Portal | Investment Management |
| Employee Information Portal | Microsoft Excel Report Writer |
| Commitments/Encumbrances | Accounts Receivable |
| Purchase Requisitions | Human resources |
| Purchase Orders | Payroll |
| Accounts Payable | Project Management |
| EFT Payments | Workflow with Approvals |
| Fixed Assets | |
| Inventory | |
Grant Management (AwardVision)
The Not-for-Profit solution Navigator provides tools to better manage grants from the start so you remain accountable to your sponsors and comply with reporting requirements throughout the process. The automated grant management system streamlines transactions, monitors daily expenditures and delivers timely reports for optimal grant performance. It provides up-to-date information about successful budgeting and grant performance, you can focus your time and energy on the management and allocation of grant funding, rather than spending time at the back end calculating amounts used.
The grant management section of Navigator can lower costs and improve productivity assisting in processing applications, making awards, administering and closing grants. The tools can be used to validate transactions against budgets: period by period, grant to date or grant life basis and allow you to assign specific users, general account ledgers or projects to a grant, and allow grants to span multiple fiscal periods.
To prevent overspending, Navigator provides “actual” versus “budget” comparison with detailed summary reports and can issue automated budget warnings and prevent posting of grant transactions when budget has been exceeded.
Managed Funds
Multiple fund management is a critical task that can have broad ramifications on the future success of your organisation. Navigator offers fund management to help your organisation adhere to its reporting requirements. Now you can accommodate any special requirements, restrictions and limitations needed to manage multiple funds across several projects. Each fund can be assigned a unique ledger account that provides revenue, expense and balance sheet reports. Funds can also be summarised as a whole within the organisation.
By automating fund management, Navigator helps reduce errors associated with manual entries and manual reconciliation of funds.
Commitment Management
When you plan and account for future expense you help strengthen and preserve your financial integrity and reduce any budgeting surprises. Automated commitment management allows not-for-profits to prevent overspending by forecasting future expenses and gaining a clearer picture of what lies ahead. Your organisation can provide account level budget knowledge to those generating and authorising requisitions, giving them budget control needed for successful operation. Commitment management delivers superior budget control and visibility, without impeding the purchase order process by pre-encumbering requisitions, and provides account level budget information to those generating and authorising requisitions.
Encumbrance Tracking
Navigator automatically tracks encumbrances, this helps to analyse expenditure against encumbrances at any time. Automating encumbrance tracking also streamlines reporting on specific expenses during the year, helping avoid problems and extra work during year-end processes while encouraging effective cash planning and control.
Budgetary accounting combined with encumbrance accounting helps to ensure that total actual expenditures, combined with related commitments, do not exceed appropriations. Without encumbering these funds, subsequent purchasing could result in overspending funds in an account. For example, with the automated system you can set up automatic alerts if a particular purchase will result in over commitment on a certain line item.
With a fully integrated automated financial system, managers can easily set aside funds for future contracts, as well as stay on track for utilising the appropriation. This helps ensure that funds will be available when payment is due, as it reduces the time it takes to track expense, freeing more time for careful budget allocation and management.
Donation Management (DonorVision)
Donation management is fully integrated with all core financial areas enabling the fundraising staff to make contribution entries that flow accurately through the accounting system. This eliminates duplicate entry, ensuring correlation between accounting and fundraising reports making the fundraising software a true part of the business solution for the organisation.
Not-for-profit fundraising departments are inextricably linked with their finance department, yet too many fundraising software packages operate independently of the financial solution. In some cases fundraising has had finance software written to accommodate it. In other cases fundraising software is linked to other not-for-profit finance packages. With DonorVision, the fundraising software becomes an integrated part of the overall finance solution, Navigator, thereby helping organisations better fulfil their mission.
