Past Events

MIP - Optimizing Data Entry (New User Focus)

In this webinar you will learn how to set your workstation and Navigator interface, customize and rearrange data entry screens, and understand when and how to use entry defaults.

FR50 - New Hire

Are you new to Sage Fundraising 50? Have you just purchased the system, are new to your position or to your organization?

FR50 - Gift Structure and Gift Entry

Understand how a customized Gift Structure accurately processes the many gift types that you record.

FR50 - Query

You will learn how to access constituent through a Basic or Full query as well as an inclusive or non-inclusive query.

Intacct Product Tour for Nonprofits

Pressed for time but interested in seeing Intacct's nonprofit functionality? Join us for this quick 45 minute product tour. We'll take you through Intacct's key nonprofit features and functionality and provide time for you to ask any questions you may have.

Not your mother's chart of accounts: Modern day nonprofit accounting applications

Join us for "Not Your Mother's Chart of Accounts: Modern Day Nonprofit Accounting Applications," and learn how nonprofit organizations are using Intacct, a modern cloud-based financial management and accounting system, to save time, streamline accounting processes, and provide analytical insight into their organization.

Intacct Cloud Financials for Nonprofit Organizations

Intacct Cloud Financials is the true Cloud-based financial management solution that provides the best set of capabilities available in the marketplace for nonprofit organizations.  Nonprofits benefit from the innovative tools and reporting while avoiding the high cost of implementing enabling technologies.

FR50 - Export / Mail Merge

Your system has the ability to export your reported information into a variety of formats, such as Microsoft Excel, Adobe Acrobat and Microsoft Word.

FR50 - New Hire Class

Are you new to Sage Fundraising 50? Have you just purchased the system, are new to your position or to your organization

FR50-Connecting the Dots

This class will concentrate on dots, stamp and paperclip usage, in an effort to make Sage FR50 more efficient and informative.

FR50-Grants Management

This class will show you the features within Sage FR50 that help to organize your quest for attaining new grants and repeating old ones.

FR50 - Standard & Custom Reports

Learn the key standard reports that will keep your fund development program on track.

MIP - Virtual Office Hours

JMT dedicates a consultant to this time block to directly answer calls and questions. You can submit questions ahead of time and participate in ongoing conversations over a variety of issues.

MIP - Advanced Financial Reports (Balance Sheet & Statement of Financial Position)

A review the Balance Sheet reporting area, How to customize the contents and using options to display varying levels of detail and guidance on updating Statement Formats and best practices to keep the format levels consistent.

High Performance Financial Management & Reporting with Sage Fund Accounting

MIP - Budget Entry Using Worksheet

Build new budgets using prior year actuals or budgets.

MIP - Electronic Requisitions

Learn the set up of basic approval levels and approval workflows. JMT demonstrates creating, processing and analyzing requisitions, including a review of reports used for historical analysis.

Intacct Cloud Financials for Nonprofit Organizations

Intacct Cloud Financials is the true Cloud-based financial management solution that provides the best set of capabilities available in the marketplace for nonprofit organizations.  Nonprofits benefit from the innovative tools and reporting while avoiding the high cost of implementing enabling technologies.

Real-Time Nonprofit Financial Reporting in the Cloud

As a nonprofit, you have many stakeholders who require up to the minute and accurate information on funds, grants and cash flow whenever and wherever they are. But what if your current accounting system can't keep up?

MIP - Accounts Receivable Billing (including Order Entry)

In this webinar you will learn how to manage Accounts Receivable and Customers. Updating Billings and Payments received to build a history by contract or source. Verifying AR Balances with the Aging Report.