Client Training Opportunities
WHAT'S TRENDING: ACCOUNTS PAYABLE PROCESSING
Monday, April 28, 2021
2:00 - 3:00 PM ET
Accounts Payable is perhaps the most common and time-consuming task in any organization. This next "What's Trending" session will demonstrate the entire AccuFund Accounts Payable process; how to make it easier and more streamlined. Topics covered include:
- Organization (vendor) record
- Repeating bills
- Bill entry
- Marking bills for payment
- Paying AP bills
- AP reports
- and more!
CLIENT WEBINAR: ACCUFUND AUTOMATION WORKBENCH
Monday, May 3, 2021
2:00 - 3:00 PM ET
Join us to learn about AccuFund's Automation Workbench (previously known as the Allocations module). The Automation Workbench can retrieve data from any module, such as clients, grants, funds, programs, work orders, payroll, human resources, and others, then use that data to calculate, warn, update, post, and perform other tasks.
Some of popular tasks that the Automation Module can do are:
- Complex indirect/overhead allocations
- Create documents, AP Bills, or AR Invoices from GL Transactions
- Email notifications to users based on some parameter like cash balances, Past Due invoices, etc
- Create Custom Export files
- Create Custom API integrations with various 3rd party cloud solutions like billing, case management, donor, etc
SUMMIT FOR NONPROFITS & GOVERNMENT 
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.