Training

Bring your staff up to speed quickly with online or in-person instructor-led training. You can find courses that cover all your accounting needs, from the basics to deep-dives into advanced topics.

Training

Bring your staff up to speed quickly with online or in-person instructor-led training. You can find courses that cover all your accounting needs, from the basics to deep-dives into advanced topics.

Online Training

$295 per person / per class

(group rates available)

Each class is four hours and consists of two sessions. Contact us for group rates. When calling to schedule courses, please have a list of names, email addresses, course numbers, and course dates for all attendees.

Contact us to sign up (877) 696-0900, then Option 3.

On-Site Training

Bring a consultant into your office for:

  • Full Fund EZ implementation.
  • In-house classroom training.
  • Chart of accounts configuration.
  • Customized reporting development.
  • Automated cost allocation plans and budgets.
Contact Us

Online Training

$295 per person / per class

(group rates available)

Each class is four hours and consists of two sessions. Contact us for group rates. When calling to schedule courses, please have a list of names, email addresses, course numbers, and course dates for all attendees.

Contact us to sign up (877) 696-0900, then Option 3.

On-Site Training

Bring a consultant into your office for:

  • Full Fund EZ implementation
  • In-house classroom training
  • Chart of accounts configuration
  • Customized reporting development
  • Automated cost allocation plans and budgets
Contact Us
Classes June July August
Accounting 101 15 10 17
Accounting 201 16 13 19
Accounting 301 23 15 21
Fundraising 101
Fundraising 201

Fund EZ Classes

ACCOUNTING 101

Getting Started with Fund EZ

System Basics

Login, Menus, Data Lists, and Report Screens

Accounting Intro

Modules, Transaction Screens, Cash Basis vs. Accrual, and Basic Accounting Reports

Chart of Accounts

Account Types, Chart of Accounts Structure, and Transaction Flow

Transactions

Working with Transactions, Journals, Direct Allocations, Memorize and Recur, Add Generic Data, and Bank Reconciliations

Session One: 11 am – 1 pm (EST)

Session Two: 2 pm – 4 pm (EST)

To get started:

Call Us (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.

Check Writing, Client Billing, Purchase Orders, & Budgeting

Check Writing and Credit Cards

Printing A/P Checks and G/L Checks. Recording and Reconciling Credit Cards.

Client Billing and Purchase Orders

Creating and Printing C/B Invoices and P/Os. Working with Billing Statements and Encumbrances respectively.

Budgets

Setting up and Processing Budgets, Budget Names, and Budget Reports.

Session One: 11 am – 1 pm (EST)

Session Two: 2 pm – 4 pm (EST)

To get started:

Call Us (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.

Creating Standard and Custom Reports

System Filters and Groupings

Filters, Sequences, Row Groupings.

Financial Statements

Revenue & Expense, Balance Sheet, and FASB Reports.

Custom Reporting (Part 1)

Create Custom Reports and Report Groupings.

Custom Reporting (Part 2)

Trial Balance, General Ledger, Aging, Transaction Journals, and Financial Statements.

Session One: 11 am – 1 pm (EST)

Session Two: 2 pm – 4 pm (EST)

To get started:

Call Us (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.

Using Fund EZ’s Fundraising

System 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.

Session One: 11 am – 1 pm (EST)

Session Two: 2 pm – 4 pm (EST)

To get started:

Call Us (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.

Fundraising Reports, Emails, and Letters

System Donor Reports

Customize Donor Reports, Donor Relationships, LYBUNT, SYBUNT, Giving History, and Giving Comparison.

Giving Reports

Customize Gift Reports, Customize Pledge Reports, and Unfulfilled Pledges.

Mail Merge

Create Mail Merge, General Mailings, and Other Merges.

Emails, Envelopes & Labels

Mail Merge Emails, Envelopes, and Labels.

Session One: 11 am – 1 pm (EST)

Session Two: 2 pm – 4 pm (EST)

To get started:

Call Us (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.

Medicaid Billing Private Training

Contact us for pricing and scheduling.

Setup

Receivers, Payers, Services Codes, Billing Groups, and Other Supporting Databases.

Claim Creation

Adding Manual Claims, Auto-Create Claims, Memorizing Claims, Leaves/Authorizations, and Global Holidays.

Processing Claims

How to Create Billing Files, Accounting Integration, and HIPAA File Management.

Processing Remittances

Importing 999s, Processing 835s, Resetting a Claim to Submitted, Adding Voids/Adjustments, Claim History Tab, Insurance Tab, and Other Info Tab.

Reports

Claim Reports, Client Reports, and HIPAA Related Accounting Reports.

To get started:

Call Us (877) 696-0900, then Option 3

“I have been using Fund EZ since about 2002 when I was hired as Controller for a non-profit. The system was already in place and I found the use of it to be very simple and direct. It gave me everything I needed and it wasn’t hard to get the end result. I moved on to a private, for profit business with multiple legal entities which had to be broken down into select cost centers, and again, I found Fund EZ to be the perfect solution. I set up a third business that deals in real estate and this works perfectly as well.”

John Lewin

“I have been using Fund EZ since about 2002 when I was hired as Controller for a non-profit. The system was already in place and I found the use of it to be very simple and direct. It gave me everything I needed and it wasn’t hard to get the end result. I moved on to a private, for profit business with multiple legal entities which had to be broken down into select cost centers, and again, I found Fund EZ to be the perfect solution. I set up a third business that deals in real estate and this works perfectly as well.”

John Lewin

See how easy Fund EZ can be.

Let’s talk about how Fund EZ can help your nonprofit save time, reduce risk, and put more money back into your projects.

Schedule A Demo

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