Nonprofit and Government Financial Operations Improvement Specialists

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Contact Us: 877-872-2228

newsNEWS

Version 5.02 of AccuFund Accounting Release

AccuFund announces the release of version 5.02 of its nonprofit and government Accounting Suites available for both online and on-premise licensing.  Version 5.02 includes a new Travel Advance Management module and enhancements to the Work Order module. 

Designed for organizations whose employees travel extensively, the Travel Advance Management tracks all open travel requests.  It is linked to the Accounts Payable and Accounts Receivable modules of AccuFund providing clients with a total environment to manage and reconcile travel activity.

The Work Order module enhancements extend the usefulness of the module beyond its original purpose of supporting the public works departments of local givenment.

Other changes in version 5.02 include enhancements to year end payroll processing and additional features in the AccuFund Report Writer. 

Read the full release here.

 

2014 User Group Meetings

Join us in person or online to learn first-hand about the updates, enhancements and new features AccuFund Accounting Suite has to offer you, your staff and your organization!

During the meeting, we will introduce and update all users on version 5.02 and new modules such as Travel Management.  Additionally, we will review changes in year-end processing, especially W2s. We will also review financial expense reporting with AccuFund and show how to automate imports using af.exe.

The preliminary agenda includes:

- 5.02 intro/update
- travel management module
- changes in year end process especially W2s
- update on available documentation
- 10 things you may not know you can do in AccuFund
- Financial Expense reporting with AccuFund
- Automating imports using af.exe
- product update plans for 2015
- General Q&A

Register for a session near you:

North Bay Area, CA - Tuesday, November 18, 2014
Pittsburgh, PA - Wednesday, November 19, 2014
Los Angeles, CA - Thursday, November 20, 2014
Boston, MA - Friday, November 21, 2014
Sessions run 9:30 a.m. - 4:00 p.m. local time.
The fee for the regional meetings is $99 per person. The meeting runs from 9:30 a.m. - 4:00 p.m. Lunch included.

Unable to join us in person? No problem, register for the Online User Meeting that will contain the same information as the regional meetings.

Online Training Thursday, December 4, 2014 (12:30-5:00 p.m. ET)

The fee for the Online Meeting is $99 per organization. You can login to the meeting from your conference room or other gathering area. This fee will allow one login registration to the meeting, but you can have several people sit in wherever you are viewing the session at your offices.  If you need additional login credentials for your company they are $99 each.

Fall 2014 Report Training Sessions

Announcing new reporting training sessions for AccuFund clients.

‘New User’ Training
Training program for new users including understanding how to navigate AccuFund, the AccuFund paradigm and how it works, and an introduction to the core AccuFund modules including General Ledger, Accounts Payable, Cash Receipts and running financial and module reports.
Wednesday, September 24, 2014 from Noon - 5:00 p.m. ET
Location: Online Only
For ‘New User’ Training pricing and registration, click here.

Join us in the Boston, Massachusetts area and benefit from hands-on training to help enhance and streamline your reporting functions. Three training sessions available:   

Financial Report Writing
Training includes running and building financial reports as well as reviewing the many options for accounting periods. The use of classifications, when appropriate, will also be reviewed.
Monday & Tuesday, October 20-21, 2014
Location: Boston Area, Massachusetts

Standard Report and Forms Writer
Training will cover understanding the Report and Columnar report writers. We will review getting data from the various modules of the system and working with payroll data.
Wednesday & Thursday, October 22-23, 2014
Location: Boston Area, Massachusetts

Advanced Reporting/Payroll Reporting Topics (Requires Standard Report Writer)
Training provided on understanding Variables, DBGets, Report Filters, Quick Reporting and image storing and reporting.
Friday, October 24, 2014
Location: Boston Area, Massachusetts

Register for the Report Writing Sessions Today!

2015 User Group Meetings

Join us in person or online to learn first-hand about the updates, enhancements and new features AccuFund Accounting Suite has to offer you, your staff and your organization!

During the meeting, we will introduce and update all users on version 5.04, including new account reconciliation features, and the new free dashboard.  Additionally, we will review year-end processing updates, ACA and 990 reporting.

The preliminary agenda includes:

  • Introduce/update on AccuFund 5.04
  • New Account Reconciliation functionality
  • Training on the new Free dashboard
  • Changes in year end process especially W2s
  • Update on available documentation
  • 10 things you may not have known you could do in AccuFund
  • ACA update
  • Year-end processing update
  • Review of 990 reporting capabilities
  • Product update plans for 2016
  • General Q&A

Register for a session near you:

Denver, CO - November 12, 2015
Pittsburgh, PA - November 17, 2015
Los Angeles, CA - November 19, 2015
No California/Bay Area - November 19, 2015
New England/Concord, NH - December 4, 2015

The fee for the regional meetings is $125 per person. The meeting runs from 9:00 a.m. - 4:00 p.m. Lunch included.

Unable to join us in person? No problem, register for the Online User Meeting that will contain the same information as the regional meetings.

Online Training - Thursday, December 3, 2015 (1:00-5:00 p.m. ET)

The fee for the Online Meeting is $125 per organization. You can login to the meeting from your conference room or other gathering area. This fee will allow one login registration to the meeting, but you can have several people sit in wherever you are viewing the session at your offices.  If you need additional login credentials for your company they are $125 each.

Park and Rec District streamlines processes with AccuFund.

The Rancho Simi Recreation and Park District is a local government agency in Oak Park and Simi Valley; nestled in a valley 40 miles northwest of Los Angeles, California. They needed to reduce manual work: reporting was done outside the system, fixed assets were tracked outside the system, and requisitions and purchase orders were handled manually. To streamline their processes and provide reliable reporting they converted to the AccuFund Accounting Suite. Read the entire Case Study here.