Seamless Accounting Integration
- Operate fund raising an integral part of your accounting system (recommended), or turn off the integration option to run F/R standalone.
- Gifts, pledges and pledge payments instantly show in FUND E-Z accounting.
- Regular gifts appear as G/L cash basis receipts.
- Pledges show as A/R invoices and pledge payments as A/R cash receipts.
- All gifts automatically show on bank reconciliations.
- Financial statements reflect all the latest gift activity at all times.
- Accounting reports drill into gifts and pledges for online viewing/editing.
- Gifts and pledges contain a G/L details tab to view accounting debits and credits.
- Program accounting segments within campaigns, appeals and sub-appeals for auto-default during data entry.
- Set default cash, pledge receivable, and revenue accounts (users may override).
- Designate certain accounting funds and cost centers specifically for fund raising activity.
- Create budgets in detail or summary to track events, campaigns, restricted funds, etc.
- Track unexpended fund raising budgets to increase efficiency and accountability of development expenses.
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| FUND E-Z Pro is an add-in product that offers users additional capabilities. |
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