Social services &
not-for-profit

Giving not-for-profit organisations total control

Here at BES, we know that you need technological solutions to move your mission forward.

With tight budgets and a need to diversify funding streams, charities and not-for-profit organisations both big and small need to make their money work harder to support their top priorities.

A powerful financial platform is the foundation to help you improve productivity, collaboration and customer service.

Do more good work with our flexible, user-friendly solutions.

Complex social service and NFP business
issues that BES can solve

Tracking costs

Both social service and not-for-profit organisations need to show that they control their costs well.

Project and job costing

See how you can manage estimating, tracking, costing and billing of projects so that you deliver on time and on budget.

Budgeting and forecasting

We offer forecasting and budgeting systems that are easy and flexible to use. This ease of use extends to reflecting changes that impact your business. Our team can also assist with templates and plenty of advice.

Dashboards

The BES team have created a series of Business Intelligence (BI) dashboards which show both financial and operational data relating to a social service organisation.

Workflow solutions

BES offer sophisticated workflow systems that will enforce standard business processes.

FAQs

How does BES address the cost control requirements of not-for-profit organisations?

We provide a solution that combines project job costing, purchasing workflow, and funds availability features to ensure detailed cost control for nonprofit organisations.

This solution allows organisations to track costs at a granular level, surpassing the limitations of general ledger cost accounts. For example, our customer Community Living Trust can track vehicle costs, including petrol and maintenance expenses.

With BES, nonprofit organisations can effectively track costs and manage their limited funds.

How does Sage 300 ERP Project and Job Costing benefit project managers?

Sage 300 ERP Project and Job Costing simplifies cost control and planning, allowing project managers to efficiently manage estimating, tracking, costing and billing of projects.

It provides automated project and job costing, flexible estimates, billing, and profit recognition, and tight integration with other Sage 300 ERP modules.

The solution offers comprehensive reports and inquiries, empowering users with detailed, summary, and exception reports. Additionally, it ensures secure business integrity, protecting vital data.

With Sage 300 ERP Project and Job Costing, project managers can effectively track costs, enhance efficiency, and maintain profitability throughout their projects.

What services does the BES team provide for budgeting and forecasting?

Establishing an agreed budget and providing forecasts can be a complex requirement. The BES team can help customers with accessing data, providing templates, Excel access, and migrations for creating annual budgets and setting up forecasting environments.

How can dashboards help non-profit organisations with their decision-making process?

Dashboards created by the BES team offer visually appealing displays of financial and operational data.

These dashboards eliminate the need for numerous spreadsheets and provide real-time access from anywhere.

They enable non-profits to gain insights into critical business issues, make informed decisions quickly, and avoid spreadsheet errors.

The BES team can customise dashboards to meet the specific data needs of non-profit organisations, facilitating better decision-making and future planning.

What workflow solutions does BES offer?

BES offers workflow solutions that can be configured to match your business processes, including delegated authority approval levels.

Examples of workflows include controlling the addition of new customers and vendors, establishing a workflow for changes to vendor bank account numbers, approvals workflow for vendor payments, approvals workflow for supplier invoices, and approvals for purchase requisitions.

The benefits include enforcing standard business processes, reducing training time for new users, identifying data entry errors before it is too late, and reducing fraud opportunities.