FUND E-Z Fund Accounting Software

I would refer any smaller non-profit to use this software.

Pros

I really liked how easily it was to learn and integrate into our business. I started from scratch... setting up general ledger numbering, accounts, payables, invoicing and receivables to setting up the layout I wanted to see on the financial statements. I didn't need to use customer service as everything was put into place and ran seamlessly.

Cons

Some information I wanted to print was not always in a pre-programmed report. I could always find the information but sometimes had to have other information print along with it.

This is an excellent program if you need fund accounting. If you have outgrown quickbooks highly recommended.

Pros

Ease of use, great features. Great support via phone. Regular updates. competitively priced.Lots of options for reports. And they have been consistently enlarging them with the updates.

Cons

While customer support is great, built in help is thin. the cost is competitive but not cheap. Having used it for years I notice that some improvements while useful, are not as good as they could be because of reluctance to alter the basic structure. But that is true in all software over time.

Overall I think that it is the best non profit software and it is reasonably priced. I like it better than MIP because you can afford to have all of the modules which eliminates work-arounds because you have half a system.

Pros

Many levels of reporting. I can report by general ledger number, grant, program, department, etc. Reports come out beautiful, so no exporting and tweaking necessary. True non profit financial statements.

Cons

The customer service is great however they are on EST and for agencies on CST, MST or PST, it may be annoying when you can't reach customer service after 3:00pm or 4:00pm. They will respond the next morning.

Unfortunately, we were forced to switch away from this software in our first 6 months because the larger organization adopted different software. However, we used implemented this software ourselves and really enjoyed using it. The best thing for us was the ease of use. Training time was significantly lower than the software we used before. This saved us so much time and money. Highly recommend!

This is one of the best products for small nonprofit organizations. It's also cost effective.

Pros

Easy to use

Cons

A bit more features

This is a very basic software that takes no time to figure out how to use. It's a great place to access all your data. This is good weather it's for a profit or nonprofit growth.

Pros

The many features the software offers are great and it's no extra cost!

Advice to Others

The only thing would be to set time aside when your not as busy to establish your reporting and processing needs.

I really like this software because it is easy to use. It's easy to learn and has many features.

Cons

The cost could be cheaper.

Seems to operate on a stable platform without constant computer maintenance.

Pros

Very easy to use
Excellent Customer service
Excellent Technical Support

Would recommend to others. Very very user friendly. My employees were able to learn it very fast.

Pros

User friendly

I used this program as an intern at a small nonprofit. It was easy to understand, and if I had any questions, customer service was extremely helpful. I love having this sort of help for doing fundraising for important events that primarily funded our organization. The program was clear and concise with great functionality.

Cons

It was a little pricey for our small organization.

Advice to Others

Take advantage of customer service! They are excellent

Likes Best

Both were very helpful. The best part is they give an amazon gift card just for reviewing there product.

Likes Least

It could be easier to use. Was a little confusing the first few times around. This product fits my needs as of now. I haven't come across anything that I didn't like yet besides the fact it could be a little more user friendly the first time around.

Recommendations

Very good product. Evaluate it because if you do they will give a free amazon gift card. This vendor helps you find the exact product you need for your business. They also give you a free quote in helping you find one that does exactly what you need with added features you didn't think of in the beginning. Very useful product in making the business more successful.

Likes Best

It works seamlessly with what I need. Does exactly what I want it to and more. I don't know I've gotten by in the past with out using this product for the business.

Likes Least

I have not found anything I don't like about it. Both the product and the vendor are and were very helpful in fulling my needs. Definitely the best place to get accounting software. Would recommend to a friend.

Recommendations

A little confusing on first time use. Very valuable software once I figured it out. Was very easy to figure things out on the second time using it.

Likes Best

Very customizable. Love the indirect allocation features

Likes Least

Not enough set up in the way of select pre made /formated options. not enough sort optons flexability.

Recommendations

make sure youve scheduled in alot of time to build your reporting and processing needs.

Likes Best

Great technical support. They take responsibility for every issue presented to them and don't stop until the issue is resolved.

The software in the last upgrade provides almost as much functionality as MIP/Abila with a much more logical user interface. Users can easily create their own report formats.

The Pro-writer provides an organization the ability to fully customize their account structure.

Likes Least

It does not yet have a Spanish language version even though it has robust multi-currency functionality.

Recommendations

You can download a full working version of the software.

Likes Best

Fund E-Z is very simple and easy to use. It has all the functions needed to do the job and no more extras to confuse you. It is very affordable.

Likes Least

The product is still desktop. In today's world, we need cloud based applications. I will they will make it cloud based soon.

Recommendations

If you are looking for clound based solfware, use Quickbooks online. If you are looking for a desktop version, Fund EZ is a good choice.

Likes Best

The product allows you to full customize your chart of account as well as reports. They have an advance report module which allows for additional customization. The vendor is extremely responsive in regards to queries and continues to support and improve the product with new revisions and updated versions constantly.

Likes Least

The switch from version 9 to 10 was drastic with a lot of improvements, but the structure changed to an SQL based software and for users who are used to enter data and scrolling with a mouse there are some drawbacks. Example, if you are in a journal entry and are looking to scroll down and use your mouse, and happen to be on a debit or credit field, it scrolls through the numbers vs. moving the screen, you have to get used to using the side arrows which after two years we still struggle with it. Not a reason to not consider but something you need to be aware of .

Recommendations

Demo the software, look at the functionality and if it checks off enough boxes consider it. It is a full AP, AR, GL system, with the ability to add Fundraising and other modules. It is a high functioning product at reasonable cost.

Likes Best

The after market support. My department has confidence in the company that in the event of issues we can immediately contact someone in support to work with us on the technical problems. We are also very happy with the fast turnaround response time either for employees to return our communication or complete work.

Likes Least

Critical information from some workers may differ sometimes. Steep learning curve on product. Expensive.

Recommendations

Try it in your company for a while before deciding not to use it.

Likes Best

Fund E-Z offers an account structure that allows for entering transactions by fund (unrestricted, temporarily restricted, or permanently restricted revenue), by account number (eg. cash, accounts payable, individual donations, salary expense, etc), then drilldown by cost center 1 (programs), cost center 2 (activity within a program) and cost center 3 (funder) - or variations of this setup.

Likes Least

When Fund E-Z updated to version 10, a lot of keystrokes were no longer applicable, making data entry much more time-consuming. Also, it is not easy to update to subsequent versions.

Recommendations

Compare costs of other products, and try it out to see if the account structure works for you.

Likes Best

We love that we have many options to be able to filter different data and the ability to export in a variety of formats. Technical support has been useful so far on any questions we have had.

Likes Least

It would be great if more filter options and fields were available to be included in reports, as would the ability to compare budget vs actuals each quarter with reprojections.

Recommendations

I would recommend this software to other small-to-midsize NPOs that are looking a one-time payment for software that has the option to be able to track by grants and projects and sub-grants/sub-projects, in addition to being able to slice and dice reports in many different ways. It's a great investment and a huge alternative to Quickbooks, yet it meets the budgeting of accounting software when compared with other companies.