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Nonprofit Essentials - Actual Revenue & Expenses
The Actual Revenue & Expenses in Solver is a pre-built xFP&A report template for the nonprofit industry. Designed for nonprofit organizations, it provides a month-by-month view of approved actual revenue and expenses for the year, with a year-to-date total. Revenue is grouped into Contributions, Grants, and Programs and Other Income, and expenses roll up by natural category from Personnel through Indirect Costs.
NOTE: This template is included as part of the Nonprofit Essentials.
Built for nonprofit organizations, this Solver report connects to your accounting data via the Solver Data Warehouse, delivering near real-time reporting without manual spreadsheets. In addition, it is scoped to a department or office, such as the Executive Director's Office, and ends with a Net Balance row so managers can see their results at a glance. It supports monthly manager reviews, departmental accountability, and close-out of the reporting period.
What is the Actual Revenue & Expenses in Solver?
The Actual Revenue & Expenses is a pre-built xFP&A report in Solver designed for nonprofit organizations. It delivers monthly and year-to-date actual revenue, expenses, and net balance for an office or department.
Who uses this Solver template?
This report is used by department heads, program managers, and finance teams at nonprofit organizations who need to monitor approved actuals for their area of responsibility. It is particularly valuable for nonprofits that distribute financial accountability across offices.
Where does the data come from?
Data is sourced automatically from your general ledger, grant management, and ERP systems through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.