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Object Tracking

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Object Tracking

 
 

What do you need to track?

  • Used for tracking grants, projects, fixed assets, work orders - anything you can define as an object.
    Can be used for a very wide range of subjects
  • Completely user-defined object structure similar to account numbers
    • Option to tie or not tie to General Ledger
    • If tied to G/L, in entry you can enter an object that gives you account(s) or enter an account that gives you object(s)
  • Ability to create user-defined columns for objects or just a part of the object number
  • Easily implemented
Object Tracking grants fixed assets work orders

 
 
 

 
 

What is the optional SGA Object Tracking System you might ask?

 
 

 

YMCA’s are using this to track and report on the Annual Capital Budget, the payment activities of principal and interest for loans, report on the gifts, earnings and draws from within their endowment and more.
YMCA Reporting Annual Budget

 
 


 

Drill down capability for financial reports
The system works by assigning an object number to any transaction in A/P or to a journal entry. The system is intimately tied into SGA Accounting and so when viewing transactions for an object you also see the related file attachments. The Generic Report Writer is used for reporting and you have the same drill down capability you have come to love in the Financial Reports. The structure of the object number is flexible per Type of Object (Capital, Debt or Endowment, etc.) and can have multiple comments or attachments (like contracts and bids and memos) and include additional fields of “custom information.”

 
 


 
 

Call Us: 814-472-5158

 

"Before we transitioned to SGA, our accounting system and all of the financials were completely centralized in the finance director’s office. In order for any branch staff, program director, or membership director to get financial information, it had to be given to them by the finance director. It was a single sheet of paper. When we put in SGA it was a complete paradigm shift for the staff. I cannot tell you how much they appreciate the transparency. They never had access to their own numbers before. Now they do, and having access to all of this underlying transaction information has completely changed the way they manage their financials."

Allison Watkins
CFO YMCA of Roanoke Valley, Roanoke, VARead Full Story >