Client Training Opportunities

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!

Monday, August 24, 2020
2:00 - 3:00 PM ET

When entering a document or transaction in AccuFund, there is oftentimes a need to distribute costs or revenue throughout the organization. Distribution tables can save valuable time, eliminating having to manually calculate the amounts for each cost center or manually entering the appropriate accounts into the document.

Distribution Tables are an easy, real-time method to automatically calculate amounts and enter cost center accounts into a document, and can be used anywhere you manually enter accounting distribution.

Topics included will be:

  • Percentage vs unit distribution
  • Restricting where a distribution table can be used
  • Mask or actual account distributions
  • Default Distribution Tables on Vendor Records
  • Using Distribution Tables in Documents

Register Today!

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: