Post to General Ledger in Omatic Cloud
Every transaction eventually needs to reach your general ledger. With Omatic Cloud’s Post to General Ledger capability, transactional data flows from your CRM to your accounting system automatically, formatted exactly the way your GL requires, so your finance team always has numbers they can stand behind.
Your transactional data, formatted exactly the way your accounting system needs it.
Your organization captures donations, grants, tuition, program fees, event revenue, and more across multiple systems every day. Your finance team needs that same data in your general ledger, formatted to match your chart of accounts, fund codes, and posting requirements.
Omatic Cloud’s Post to General Ledger capability ensures transactional data arrives in your accounting system accurately and completely, so your finance team can close with confidence, stay compliant, and give leadership and donors a financial picture they can trust.
What Your Team Can Do With Post to General Ledger
From fund code mapping to audit trails, here are some of the most common ways nonprofit teams use Post to General Ledger to keep their financial data accurate and complete.
Map Every Transaction to the Right Account, Automatically
Your general ledger has specific requirements: fund designations, campaign codes, payment methods, account numbers. Post to General Ledger applies that mapping logic automatically for every transaction, so postings are consistent regardless of who ran them or how complex the mapping gets.
Catch Errors Before They Reach Your Accounting System
Every batch is validated against your accounting system’s requirements before anything posts. Valid account codes, balanced batch totals, and custom business rules are all checked in advance. Anything that fails is held for review rather than posted with errors, so reconciliation stays straightforward.
Handle Every Type of Transaction Your Organization Processes
Donations, grants, tuition, payroll, program fees, event revenue, and more. Every transaction type your organization processes has distinct posting requirements. Post to General Ledger handles them all, so your finance team doesn’t need to build workarounds for edge cases.
Post on the Schedule That Works for Your Team
Daily, weekly, or triggered by specific events in your CRM. Post to General Ledger runs on the schedule you configure. For time-sensitive situations, on-demand posting lets your team process transactions outside the regular cycle without changing the underlying configuration.
Keep a Complete Record of Every Transaction
Every transaction is logged with a full record of its journey from source record in your CRM through mapping, validation, and posting. When auditors ask questions, your team has the documentation to answer them.
Make Sure Development and Finance Are Working From the Same Numbers
When adjustments are made in your accounting system, the relevant information reflects back in your CRM. Development and finance always work from the same numbers at month-end, not competing versions of the truth.
University of the Pacific Streamlines Financial Posting with PostOmatic, Makes Funding Available on Campus in Record Time
Going with Omatic was an easy choice and an easy lift, with easy onboarding and great service.
