What’s Included
General Ledger
Bank Reconciliation
Budgeting
Dashboards
Accounts Payable
Purchase Orders*
Accounts Receivable
Client Billing (Sales)
Direct Allocations
Indirect Allocations*
Batch Processing*
Security
Tools
*Available in Fund EZ Pro
COMPREHENSIVE ACCOUNTING SOFTWARE FOR NONPROFITS
Fund EZ does what you need it to do. For 30 years the best value in fund accounting software. Nonprofits use Fund EZ to create and track budgets for multiple funds, programs, projects, grants, funding sources, and departments. Fund EZ is fiscal year independent, with custom report creation capabilities. Nonprofits can properly demonstrate accountability across the board, with fundraising integration and satisfaction of cost reporting requirements.
THE RESULT OF LOGICAL DESIGN IS EASE-OF-USE
Your data is under control with Fund EZ’s simple interface. Sort, filter, print, export, and email data in seconds. Drill into reports for instant data access. You can also copy, merge, and memorize data.
Easy-to-use menus display items in an organized, modular fashion. Users can customize their own quick access toolbar with commonly used items. A tabbed activity region provides one-click-access to screens already visited.
Grant user rights by function and hide sensitive account information with segment security. Set group rights for group members to inherit.*
*Requires Fund EZ Pro
FLEXIBLE FUND ACCOUNTING SOFTWARE
Thousands have chosen Fund EZ because they can…
Utilize a nonprofit chart of accounts that tracks programs, funding sources, grants, sites, departments, etc.
Split transactions across segments.
Budget segments in detail or summary.
Print financials by segment or segment combinations.
Maintain unlimited fiscal periods.
Drill-down from all reports to source data.
YOU HAVE FULL CONTROL
Document attachments.
Automatic backups.
Crash protection – auto-rollback of data to pre-crash state.
Audit features track additions, modifications, and deletions of data.
Forced balancing rules ensure system-wide data integrity.
Data records for printed documents are non-editable.
Batch posting allows review of transactions before posting.*
Audit trail in audit tab is accessible by all users.
Jump-points between related transactions and document attachments.
*Requires Fund EZ Pro