NCBA CLUSA

The situation

NCBA CLUSA, the National Cooperative Business Association CLUSA International, works with cooperatives in the United States and runs international development programs in many countries. Payroll and timesheet data, budgets and financial reports from its field offices all have to reach its finance system, Infor SunSystems, accurately and on time. Finance staff at headquarters, field-office staff and approvers all work in the same applications.

What we built

Six business applications built around the finance system:

• Payroll and timesheet reconciliation. Import payroll and timesheets, make adjustments and prepare month-end entries for the ledger.
• Field report upload. Field offices submit financial data linked to accounting codes, and approvers check it before it is transferred as journals.
• Employee management. Staff details and access by country and project, kept in step with the finance system.
• Budgets. Create, copy, lock and transfer budgets with standard defaults.
• Administration. Users, roles, page access and code tables.
• Reports. Management and financial reports drawn from the same data.

Keeping it running

We continue to support these applications. When the organization's finance system moved to the cloud, we built a bridge so the six applications kept posting to the ledger and reading data back, and staff carried on working as before.

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