Online Training Schedule
| $295 per person / per class
(group rates available) |
| Sign up (877) 696-0900, then Option 3 |
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| Classes |
May |
June |
July |
August |
September |
October |
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| Accounting 101 |
24 |
21 |
26 |
23 |
20 |
25 |
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| Accounting 201 |
25 |
22 |
27 |
24 |
21 |
26 |
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| Accounting 301 |
26 |
23 |
28 |
25 |
22 |
27 |
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| Fund Raising 101 |
27 |
24 |
29 |
26 |
23 |
28 |
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| Fund Raising 201 |
28 |
25 |
30 |
27 |
24 |
29 |
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| *Each class is four hours and consists of two
sessions. |
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Session 1: 11am - 1pm (Eastern Time)
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Session 2:
2pm - 4pm (Eastern Time)
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| Class Descriptions |
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Accounting 101 -
Getting Started with FUND E-Z |
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Register |
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- System Basics - Login, Users, Menus, QAT,
Lists, TDI, and Report Screens.
- Accounting Intro - Modules, Transaction
Screens, Cash Basis vs. Accrual, and Basic Accounting Reports.
- Chart of Accounts - Standard and Custom COA
Structure, COA and Transactions Flow, Work with Budgets.
- Transactions - Work with Transactions,
Journals, Direct Allocations, Memorize and Recur.
- Transaction Analysis - Trail Balance, General
Ledger, Aging, Open-item, AP/AR Ledger, and Forced Balancing.
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| Accounting 201 -
Check Writing, Client Billing, P/O, & Indirect Allocations |
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Register |
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- Check Writing and 1099's - Print A/P Checks,
G/L Checks, and 1099's.
- Client Billing - Create Client Billing
Invoices, Reverse Invoices, and Print Statements.
- Purchase Orders - Create and Print Purchase
Orders. Work with Encumbrances.
- Indirect Allocations - Set up and Process
Indirect Allocations, and Allocate Budgets.
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| Accounting 301 -
Creating Standard and Custom Reports |
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Register |
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- Filters and Groupings - Filters, Sequences,
Row Groups.
- Financial Statements - Revenue & Expense,
Balance Sheet, and FASB Reports. About Periods and Close the
Books.
- Custom Reporting (Part 1) - Create Custom
Reports and Report Groups.
- Custom Reporting (Part 2) - Trial Balance,
General Ledger, Aging, Transaction Journals, Financial Statements.
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| Fund Raising 101 -
Using FUND E-Z's Fund Raising |
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Register |
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- Donor Basics - Login, Users, Menus, QAT,
Lists, TDI, Report Screens, and Major Components of a Donor.
- Gifts - Create Gifts, Campaign, Appeal,
Sub-Appeal, Accounting Integration, and Other Gift Features.
- Pledges - Create Pledges, Pledge Payments,
Accounting Integration, and Pledge Adjustments.
- Views - Design Views, Operators, and
Examples.
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| Fund Raising 201 -
Fund Raising Reports, Emails, and
Letters |
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Register |
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- Donor Reports - Customize Donor Reports,
Donor Relationships, LYBUNT, SYBUNY, Giving History, and Giving
Comparison.
- Giving Reports - Customize Gift Reports,
Customize Pledge Reports, and Unfulfilled Pledges.
- Mail Merge - Create Mail Merge, General
Mailings, Letters, Finalizing, and Other Merges.
- Emails, Envelopes, & Labels - Mail Merge
Emails, Envelopes, and Labels.
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Register Now
Contact us to sign up. (877) 696-0900, then Option
3
Each class is only $295 per person. Each class is
four hours and consists of two sessions. Contact us for
group rates. We will need to know the names and email addresses of
attendees as well as course numbers and dates they are
being signed up for.
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