Sample issue of the Abila Fund Accounting (formerly Sage Fund Accounting) newsletter for Q3 2013 designed to help Abila Partners (fka Sage Partners) keep in touch with customers, provide important product info, and sell add-on modules and services.

1. WORKING WITH USER‐DEFINED FIELDS
When you originally implemented Abila Fund Accounting 100, you probably made some important
decisions about your chart of account structure, account segments, and other aspects of fund
accounting and reporting. But what happens if your tracking and reporting needs have changed a
bit since that time? What if you’ve started new projects or are involved in events that weren't
accounted for originally? That’s where User‐Defined Fields come into play. Let’s take a look.
What is a User‐Defined Field?
User‐defined fields allow you to add your own custom fields to the Abila Fund Accounting data
entry screens and reports. As the name suggests, these custom fields are defined and created by
the user (that’s you!). While a better name might be “customer‐defined” fields, the point is that
you can set them up without custom development, technical support, or intimate knowledge of
the underlying database structure.
A Perfect Fit for Special Events or Projects
User‐defined fields can be extremely useful for special projects, charity events, or anything else
you want to track and report on separately. For instance, a community relief organization may
want to add a “Number of Clients Served” column in each of their cash disbursement or check
transactions. Or maybe you’re holding a one‐time charity event and would like to track contribu‐
tions and expenditures separate from your “regular” everyday transactions. You can track it all
with user‐defined fields.
Keeps Your Chart of Accounts Clean
One of the nice things about user‐defined fields is that you can set them up and run detailed
reports without adding new account numbers, segments, or anything else that might muddy up
your chart of accounts.
Using “disposable” user‐defined fields keeps your chart of accounts from growing unnecessarily
large, complex, and messy. Plus, the data you enter in your user‐defined fields can be set up to
carry through to reports. In the example above, user‐defined field functionality would enable
the community relief organization to track the “number of clients served” and even create a
Performance Budget around service goals!
Getting Started
User‐defined fields are created in the Administration Module. You can specify the transaction
type, field name and description (the label that appears on your data entry screens), and a variety
of other characteristics that will help you control the data that’s required in these newly‐created
custom fields.
Contact Us if you’d like to learn all about working with user‐defined fields or if
you’d like help putting them to work for your next special event or project.
In This Issue
Page 1
Working with
User‐Defined
Fields
Page 2
It’s Official:
Sage Nonprofit is
Now Abila, Inc.
Abila Acquires
Avectra
First Annual
Abila Customer
Conference in
November
Your
Logo
Here

2. In our last newsletter issue, we discussed the recent sale of
the Sage Nonprofit Solutions division to a private equity
firm. Now just several months later, new company and
product names have emerged. Sage Nonprofit Solutions is
now Abila, Inc. Here’s a look at the new brand identity and
what it means for you.
New Product Names
In addition to a new company name, the nonprofit software
products have been rebranded. In most cases, you can just
drop “Sage” from the old product name and you’ve got the
new name. For instance, what was formerly Sage 100 Fund
Accounting is now Fund Accounting 100 and what was
previously Sage Fundraising 50 is now just Fundraising 50.
Visit the Abila Solutions Overview page online for a full list
of the rebranded product names.
What Does it All Mean?
In the short term, not much. Even though they have new
names, the underlying technology is still the same nonprofit
software you rely on for government and fund accounting,
fundraising, and grant management. In fact, Abila retained
the entire staff, resources, and management team that were
in place at Sage Nonprofit Solutions.
Moving Forward
“Our new name, our refreshed mission and direction is all
about fueling our future and growth. We have an incredible
foundation from which to build,” said Krista Endsley, CEO at
Abila and former Senior VP and General Manager of Sage
Nonprofit Solutions.
She continues, “With Accel‐KKR’s backing and a new
independence, we have the opportunity to drive innovation,
customer engagement and communications— elevating
and extending who we are as a company.”
Contact Us with questions or concerns about the change.
Adds Social CRM Functionality for Nonprofits
Following the acquisition of Sage Nonprofit Solutions, rumors
have swirled that Abila has plans to grow quickly and didn’t
waste any time making it’s next move with the acquisition of
Avectra.
Who is Avectra?
Avectra Social CRM (Constituent Relationship Management)
is donor management and fundraising software that comple‐
ments Abila Fund Accounting. Not only does it manage
constituent data and fundraising activities, Avectra Social
CRM incorporates social media interactions to identify your
best supporters, engage them online, and raise more money.
Visit www.avectra.com to learn more or read the Avectra
news release for full details of the acquisition.
Abila Business Partner, Inc.
123 Main Street, Suite 500
Anywhere, USA 90001
(800) XXX‐XXXX Info@website.com | www.website.com
®Copyright 2013, Juice Marketing, LLC. www.juice-marketing.com. All rights reserved. Abila, Abila logos, and Abila product names & services mentioned herein are registered trademarks or
trademarks of Abila, Inc. and/or its affiliates. Other product names mentioned are trademarks of their respective owners.
November 3rd ‐ 7th, 2013 | Lost Pines, TX
Abila has announced the first annual customer conference
this fall at the beautiful Texas Hill Country Club in Lost Pines,
TX. Running from November 3rd to the 7th and entitled
“Forward Together 2013”, the conference features a full
agenda of product breakout sessions, Abila executive and
nonprofit industry keynote speakers, and an old‐fashioned
BBQ under the stars ‐ Texas style!
Click below for a detailed agenda, session information, hotel
and travel tips, FAQs, conference pricing, and registration.
Conference Information and Registration >>>
1ST
ABILA CUSTOMER CONFERENCE
ABILA ACQUIRES AVECTRA
Your
Logo
Here