NPS
📑Purchase Requisitions 📑Travel Reimbursements 📑Guest & Speaker Reimbursements 📑Accounts Receivable Invoices 📑Survey & Intake Forms
📑Purchase Requisitions 📑Travel Reimbursements 📑Guest & Speaker Reimbursements 📑Accounts Receivable Invoices 📑Survey & Intake Forms
Smart Forms
Key Features & Benefits
⚙️ Customizable Fields & Seamless Integration
✔ Tailored Entry Fields – Create dropdowns, lookup columns, and required fields to standardize data entry.
✔ Microsoft 365 Integration – Forms automatically populate user details from Microsoft Entra ID (Azure AD), reducing manual entry.
✔ Preloaded Data Options – Customize dropdowns with funder codes, project codes, and general ledger codes specific to your organization.
🔢 Built-in Automated Calculations
✔ Auto-Calculate Totals – Automatically compute taxes, tips, fees, and non-reimbursable expenses.
✔ Expense Splitting – Easily divide expenses between multiple funders for accurate allocation.
✔ Custom Expense Tracking – Distinguish expenses paid by company card, personal card, vendor invoice, or mileage reimbursement.
🧠 Intelligent & Dynamic Form Behavior
✔ Conditional Logic – Forms dynamically show or hide fields based on user input, keeping them clean and relevant.
✔ Data Validation & Accuracy – Built-in checks ensure all required fields are completed, reducing errors and ensuring compliance.
✔ Smart Approvals & Workflows – Validate submissions before routing them through automated approval workflows.
Enhance accuracy, improve efficiency, and simplify financial workflows with intelligent, customized forms—built to integrate seamlessly with Microsoft 365.
✅ Reduce errors, save time, and enhance transparency with a fully integrated, automated form solution—tailored to your nonprofit’s needs.
Capture and process financial requests seamlessly with user-friendly, dynamic Smart Forms tailored to your nonprofit’s specific needs.
EXAMPLES & SCREENSHOTSSmart Forms
from Non-Profit Solutions
Purchase Requisition
(Company Credit Card Only)
Browse our gallery to see real Smart Forms created by NPS. Each screenshot highlights our focus on efficiency and accuracy—whether automating expense reports, simplifying purchase approvals, or securing data collection.
🌟 Get Started with Smart Forms Today!
Ready to centralize your financial and operational workflows? Eliminate bottlenecks, streamline approvals, and ensure compliance with an NPS Smart Hub built for your nonprofit.
📌 Next Steps:
✔ Request a Demo – See Smart Hubs in action.
✔ Schedule a Free Consultation – Discover how NPS can transform your workflows.
✔ Talk to an Expert – Let’s build a custom Smart Hub for your organization.
📧 Contact Us: info@nonprofitsolutions.com | 📞 (XXX) XXX-XXXX | 🌐 www.nonprofitsolutions.com 🚀
Transforming Nonprofit Financial Workflows with Automation
At Non-Profit Solutions (NPS), we specialize in streamlining nonprofit finance and operations through Smart Forms, Smart Lists, and Smart Hubs—built to reduce administrative burdens, improve accuracy, and enhance transparency.
With seamless Microsoft 365 and SharePoint integration, our solutions empower organizations to save time, cut costs, and eliminate errors with automated workflows and centralized data management.
The Value of Automation for Nonprofits
⏳ Time Savings: Reduce administrative tasks by 10–15 hours per week.
💰 Cost Reduction: Financial processing time cut by 50%.
✅ Error Reduction: Experience an 80% decrease in form validation errors.
🔍 Transparency Boost: Gain real-time tracking of workflows and approvals
🚀 Key Features & Benefits
📊 Centralized & Structured Data Management
✔ All-in-One Submission Tracking – Maintain a real-time, searchable database of all purchase requisitions, reimbursements, and approvals.
✔ Custom Status Updates – Monitor requests at a glance with status indicators for pending, approved, rejected, and processed submissions.
✔ Microsoft 365 & SharePoint Integration – Securely store and manage data within your organization’s existing SharePoint environment.
🔁 Automated Workflows & Approvals
✔ Auto-Route Requests – Assign approval workflows using Power Automate, reducing delays and eliminating manual follow-ups.
✔ Instant Notifications & Reminders – Keep teams informed with email, Microsoft Teams, and Outlook alerts for pending approvals.
✔ Role-Based Access & Permissions – Restrict data access based on user roles, ensuring security and compliance.
📈 Real-Time Dashboards & Reporting
✔ Finance Dashboards – Track spending, processing times, and request volumes with Power BI reports.
✔ Audit-Ready Data – Maintain a detailed history of form submissions, approvals, and modifications for compliance tracking.
✔ Advanced Filtering & Sorting – Quickly locate requests by date, amount, status, or approver with dynamic filtering options.
📢 Eliminate manual tracking, improve transparency, and streamline approvals with Smart Lists—your nonprofit’s financial command center.
👉 Request a Demo | Learn More 🚀
🔗 Use Case:
💰 Expense & Reimbursement Tracking
Challenge: Manual tracking of expense reimbursements leads to delays, errors, and lost receipts.
Solution:
✔ Employees submit expense reimbursement forms via Smart Forms.
✔ Finance teams track submissions in Smart Lists with real-time status updates.
✔ Automated Power Automate workflows route approvals and notify stakeholders via Microsoft Teams & Outlook.
✔ Data automatically feeds into Power BI dashboards for budget oversight and reporting.
📌 Result: Faster processing, fewer errors, and greater transparency in financial approvals.
📝 Purchase Request & Approval Management
Challenge: Staff struggle with slow and inconsistent purchase approvals, leading to delays in acquiring necessary supplies or services.
Solution:
✔ Employees submit purchase requests in Smart Forms, specifying vendor details, amounts, and justifications.
✔ Smart Lists track all submissions with custom approval statuses (Pending, Approved, Processed, Rejected).
✔ Automated workflows route approvals based on predefined rules (e.g., requests above $5,000 require executive approval).
✔ Finance teams get instant visibility into spending trends and purchase history via SharePoint dashboards.
📌 Result: Eliminates bottlenecks, ensures accountability, and speeds up procurement.
Smart Lists:
Effortless Data Management with Smart Lists
📑Form Submissions, Project Tasks, Grant Details & Timelines
Track, organize, and automate your financial workflows with Smart Lists—customized SharePoint lists designed for real-time visibility, accuracy, and seamless approvals.
Smart Hubs: The Future of Nonprofit Financial & Operational Management
Transform Your Organization with a Centralized Smart Hub
Managing financial workflows, approvals, and resource access across different teams can be complex, time-consuming, and error-prone. Smart Hubs bring everything together—providing a centralized SharePoint-based intranet portal tailored for nonprofits.
Designed for finance, grants, HR, and operations teams, Smart Hubs ensure that all your essential forms, lists, policies, and approvals are organized, automated, and accessible in one place.
📌 Why Your Nonprofit Needs a Smart Hub
✔ All-in-One Navigation – Access financial forms, reports, and policies from a single dashboard.
✔ Automated Approvals & Workflows – Streamline purchase requests, reimbursements, and grant expense tracking with Power Automate.
✔ Secure Document Management – Store and organize budgets, compliance guidelines, and grant agreements securely.
✔ Team Collaboration & Transparency – Enable real-time access to approvals, shared resources, and budget updates.
✔ Microsoft 365 Integration – Sync with Teams, Outlook, SharePoint, and Power BI for seamless nonprofit operations.
📢 Your team no longer needs to track approvals in emails, find lost documents, or manually chase financial requests. Smart Hubs handle it all!
🏛️ What’s Inside a Smart Hub?
1️⃣ Finance Hub – The Command Center for Your Nonprofit’s Finances
📌 Key Features:
✔ Smart Forms for Reimbursements & Purchase Requests – Automate submission, validation, and approval workflows.
✔ Budget & Expense Trackers – Gain real-time visibility into spending across multiple projects and grants.
✔ Centralized Financial Reports & Dashboards – Power BI integration for real-time insights.
✔ Vendor & Payment Management – Keep track of vendor invoices, approval status, and payment processing.
🔗 Use Case: Automated Reimbursement Tracking – Employees submit expenses via Smart Forms, managers approve in Email, SharePoint, or Teams, and finance teams track everything via Smart Lists in the Finance Hub.
2️⃣ Grants Hub – Simplify Grant Tracking & Compliance
📌 Key Features:
✔ Customizable Grant Tracking – Organize fund allocations, expense categories, and reporting schedules.
✔ Compliance Monitoring – Maintain audit-ready financial records with built-in tracking and version control.
✔ Real-Time Reporting – Track spending vs. budget with interactive dashboards.
✔ Document Libraries – Store grant agreements, guidelines, and financial policies in one secure location.
🔗 Use Case: Automated Grant Expense Approval – Expenses are categorized by grant, routed for approval, and automatically added to Power BI dashboards for funder reports.
3️⃣ HR & Payroll Hub – Streamline Staff & Compliance Management
📌 Key Features:
✔ Employee Onboarding & Training – Automate hiring checklists and training compliance tracking.
✔ Payroll & Benefits Forms – Standardize submission and approval of payroll changes, PTO, and expense reimbursements.
✔ HR Document Library – Securely store policies, compliance records, and job descriptions.
✔ Role-Based Permissions – Employees, managers, and HR staff only see relevant documents and workflows.
🔗 Use Case: Automated Employee Reimbursement Requests – Employees submit requests via Smart Forms, routed to HR & Finance for approval in the HR Hub.
4️⃣ Compliance & Policy Hub – Stay Audit-Ready & Secure
📌 Key Features:
✔ Centralized Policy Documents – Store audit policies, financial guidelines, and compliance rules in a structured library.
✔ Approval Workflows – Track policy changes and ensure board approval before implementation.
✔ Version Control & Audit Logs – Maintain a record of all policy changes for grant compliance.
🔗 Use Case: Automated Grant Reporting Compliance – Ensure all expenses, approvals, and budget reports meet funder requirements before submission.
📈 Smart Hub Benefits: What You Gain
BenefitImpact⏳ Faster ProcessingReduce approval time for purchase requests, reimbursements, and invoices by 50%.✅ Fewer Errors80% decrease in data entry mistakes with built-in validation and approval workflows.💰 Cost SavingsAutomate financial tracking & approvals, eliminating hours of manual admin work.🔍 Improved TransparencyReal-time visibility into budget tracking, financial requests, and approvals.🔗 Seamless IntegrationWorks with Teams, Outlook, Power BI, and SharePoint for a unified financial workflow.
🚀 Why Choose NPS Smart Hubs?
Unlike generic IT solutions, Smart Hubs are built specifically for nonprofit finance and operations teams—helping you automate approvals, track grants, and manage compliance effortlessly.
🔹 Custom-Tailored for Nonprofits – Built for grants, compliance, and nonprofit budgets.
🔹 Scalable & Secure – Works for small teams or multi-site organizations.
🔹 Powerful Automation – Integrates with Power Automate, Power BI, and Microsoft 365.
📢 Your finance and operations teams shouldn’t be wasting time on manual tracking, lost approvals, or disconnected data. Smart Hubs solve that—so you can focus on impact, not paperwork.
🌟 Get Started with Smart Hubs Today!
Ready to centralize your financial and operational workflows? Eliminate bottlenecks, streamline approvals, and ensure compliance with an NPS Smart Hub built for your nonprofit.
📌 Next Steps:
✔ Request a Demo – See Smart Hubs in action.
✔ Schedule a Free Consultation – Discover how NPS can transform your workflows.
✔ Talk to an Expert – Let’s build a custom Smart Hub for your organization.
📧 Contact Us: info@nonprofitsolutions.com | 📞 (XXX) XXX-XXXX | 🌐 www.nonprofitsolutions.com 🚀