The Features that Matter
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There are hundreds of features that could influence the performance of your software solution.  Within the vast amount of choices, there are some that are essential, and by the same token, some that are unnecessary for more businesses.  We have narrowed down the list to the features so you can be sure that the software package you select has the most important ones.  If you have a good argument as to why we should include a feature that is not on this list, your feedback would be most appreciated.
 

        Relatively easy-to-use, affordable fund accounting system for smaller nonprofits with less than $1M in annual budget, 3 or fewer users.

 

        User-Defined Chart of Accounts Structure—set up in a table format of account codes and departments.  Each item in the table can be used with items in other segments' tables, such as grant or general ledger.

 

        Individual Grant or Fund Tracking—Track funds from multiple sources. Track, manage and report on funds from multiple sources, across multiple budget periods.

 

        Efficient Transaction Entry—Save time and improve accuracy with transaction entry tools and shortcuts. Memorize and recall frequently entered transactions, completing entries based on information you provide.  Transaction entry forms are consistent and easy to use—an entire transaction is visible on one form, making it easy to change or correct.

 

        User controls safeguard the system. System notification if a transaction exceeds the available budget. Built-in data integrity checks are available.

 

        Built-in Report Writer—Create, preview and save your own report formats or use FASB-compliant financial statements to produce complex reports in minutes.

 

        Cross-Fiscal Year Reporting—Report across fiscal years on any date range.

 

        Windows 2000 Stability and Performance—Increase productivity with faster transaction and report processing, fewer crashes and improved data integrity.

 

        Trade-in policy makes it affordable to trade-up to the higher-end products.  The system provides a data migration tool that makes it easy to transfer your transaction history into the new system. During and after the upgrade, there is limited downtime—the look and feel of the products are similar.

 

        Integrated with the General Ledger - Intro modules may be purchased separately so you can buy the modules you need today and purchase additional modules in the future.  Modules available:

 

o        General Ledger

o        Budget

o        Accounts Payable

o        Bank Reconciliation

o        Accounts Receivable

o        Forms Designer

o        Payroll

o        Data Import / Export

 


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