Client Training Opportunities


ACCUFUND ADVANCED TRAINING
Englewood, Colorado
March 21 & 22, 2020 - Canceled. We are in the process of developing a remote learning alternative for this event. Thank you for your patience.

AccuFund is pleased to announce NEW Advanced Training opportunities for AccuFund clients. AccuFund Advanced Training will be held in Englewood, Colorado on March 21 & 22, 2020. Register for one or two days of training. Save $90 if you register for both days. Space is limited.

Saturday March 21, 2020  —   TOPIC: Automations & Calculations
9:00am—5:00pm (Lunch Included, as is Breakfast from 7-9am)

The Automation Workbench module is used for streamlining tasks in AccuFund. Create bills, allocate, perform data analysis using data across modules, automate tasks, driver integrations with other applications and more. This training is intended for intermediate to advanced users with the skills necessary to create automations and implement them at their organization.

Sunday March 22, 2020  —  TOPIC: Advanced Report Writer
9:00am—5:00pm (Lunch Included, as is Breakfast from 7-9am)

AccuFund’s powerful reporting tools enable users to create customized reports utilizing data across modules. This training is intended for users who have had some training on AccuFund’s report writer and are interested in finding out more about creating variables, using functions, grouping, totals, demographics, creating and working with AccuFund Dashboards, filters, working with dates, plus much more.

Register Today!


CLIENT WEBINAR: ACCUFUND GRANTS & PROGRAMS MANAGEMENT MODULES 
Tuesday, September 15, 2020
2:00 - 3:00 PM ET
Registration Required.

Join us as we dive into the inner workings or our Grants and Programs Management module. This webinar is ideal for AccuFund customers interested in adding Grants & Programs management functionality and well as AccuFund customers who already have the modules.

Popular functionality of the AccuFund Grants Management module include:

  • The screens on the Grant tab can be customized by each client.
  • Additional demographic screens can be added including multi-entry historical screens.
  • The financials screens can include multiple columns of data including actual, fiscal budget, grant budget, encumbrance, and requested with a choice of the fiscal period (month-to-date, year-to-date-grant-to-date) reported for each.
  • Each grant can have its own definition of the level of revenue and expense detail reported which summarize any level of accounts from the General Ledger.
  • The financial view or query is “Drillable” to the account level allowing viewing of the activity associated with each reported cell again with “Quick Report” functionality.
  • Images and scanned documents can be attached to Grants Management at the Grant level and can be attached to any of the grant tab records as defined by the client.
  • Adding fields and screens has little or no impact to the performance of financial reporting in the system.

Popular functionality of the AccuFund Programs Management module include:

  • The screens on the Program tab can be customized by each agency.
  • Additional demographic screens can be added including multi-entry historical screens.
  • The financials screens can include multiple columns of data including actual, fiscal budget, Program budget, encumbrance, and requested with a choice of the fiscal period (month-to-date, year-to-date-Program-to-date) reported for each.
  • Each Program can have its own definition of the level of revenue and expense detail reported which summarize any level of accounts from the General Ledger.

Register Today!


WHAT'S TRENDING: COLUMNS IN FINANCIAL REPORTS 
Monday, September 21, 2020
2:00 - 3:00 PM ET
Registration Required.

Columns allow financial reports to extract various financial information within a Financial Report.
This session will cover:

  • Amount columns
  • Element value columns
  • Posting Types
  • Period Balance buckets
  • Dynamic Columns
  • Converting Columns
  • Column Calculations
  • And More!

Register Today!



SUMMIT FOR NONPROFITS & GOVERNMENT 
AccuSUM2019 C A

AccuFund’s 2nd National User Group meeting, AccuSummit 2019, AccuFund Summit for Nonprofits and Government, was held October 21-23, 2019 in Colorado Springs, Colorado.

More information can be found at: www.accusummit.com.