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#AICPANFP
Mobile Apps At Work for
Not-For Profit Accountants
Presented by: Brooke Grimes, Sage Nonprofit Solutions
@BrookeAGrimes
#AICPANFP
#AICPANFP
Agenda
The Facts
My Favorite Apps
Sage 100 Fund Accounting Mobile
#AICPANFP
Not For Profit Accounting Professionals
with Smart Phones
How are they using them?
98% Email
77% Social Media
20% Productivity
Image taken from: http://www.careerealism.com/millionaires-trait/
#AICPANFP
#AICPANFP
Your Phone Is Your Power Tool
Image taken from: http://www.mcmahons.ie/tools-electrical-safety/power-tools.html
#AICPANFP
#AICPANFP
#AICPANFP
Image taken from: http://techpix.in/all-posts/wordpress/must-have-softwares-on-pc-for-bloggers/
#AICPANFP
“Dropbox is a free service that lets you bring your
photos, docs, and videos anywhere and share
them easily.” – Dropbox.com
#AICPANFP
Store Documents, Videos, and Photos
You get
5.0GB of Storage
Free!
You get
5.0GB of Storage
Free!
#AICPANFP
Access From Any Device From Anywhere
Image taken from: http://www.techkisses.com/dropbox-acquires-mailbox-for-easier-online-sharing-and-storage/
#AICPANFP
Share Files via Email, Social Media and
More
#AICPANFP
How Can This Work For Me?
Collaborate with your board
Eliminate crowding in your inbox
Decrease “draft confusion”
Share large files (ex: program videos)
to funders or board members
Be prepared for important meetings or
“drive-by” questions
#AICPANFP
Dropbox
1.Store files of all types
2.Access files across devices &
around the world
3.Share files to others
#AICPANFP
Image taken from: https://play.google.com/store/apps/details?id=com.evernote
#AICPANFP
“From saving thoughts and ideas to working
efficiently with others, Evernote makes it easy to
stay organized and productive.” – Evernote.com
#AICPANFP
Compile Notes From Work, Home, & Play
Image taken from: http://www.slashgear.com/evernote-hacked-emails-encrypted-passwords-stolen-02272197/
#AICPANFP
Organize Notebooks For Easy Access
#AICPANFP
Reference Notes on Any Device
Image taken from: http://www.hongkiat.com/blog/evernote-5-new-features/
#AICPANFP
How Can This Work For Me?
Reference notes from meetings,
conferences, books, and publications
Keep track of action items, decisions
made, and meeting agendas
Create a “bright idea” or “wish list”
Store “learning moments” along your
journey
#AICPANFP
Evernote
1.Compile notes
2.Organize your thoughts
3.Reference information
#AICPANFP
Image taken from: https://trello.com/
#AICPANFP
“Trello uses a paradigm for managing projects known as
kanban, a method that had originally been popularized by
Toyota in the 1980s for supply chain management.” –
Trello.com
#AICPANFP
Create a Board For Each Project
Image taken from: http://readwrite.com/2012/03/28/trello-online-collaboration-so
#AICPANFP
Assign Task Ownership for Team Projects
Image taken from: http://www.mevvy.com/apps/trello/
#AICPANFP
Drag & Drop Interface for Easy Management
Image taken from: https://www.facebook.com/trelloapp
#AICPANFP
How Can This Work For Me?
Track “to do's” for yourself or a team
project
Remember completed tasks or
decisions already made
Complete performance reviews for
your employees
#AICPANFP
Trello
1.Create boards for you or a team
2.Assign due dates and ownership
3.Drag & Drop with a single swipe
#AICPANFP
Image taken from: http://www.prconversations.com/index.php/2011/08/using-twitter-for-pr-events/
#AICPANFP
“Twitter is a real-time information network that connects
you to the latest stories, ideas, opinions and news about
what you find interesting.” – Twitter.com
#AICPANFP
Customize Feed by Following Your Interests
#AICPANFP
Scroll Twitter When It Works For You
Image taken from: http://www.businessinsider.com/apps-i-use-every-day-2013-2?op=1
#AICPANFP
Learn From These Great Tweeters
Your Organization
Top NP News: @Philanthropy - The Chronicle of
Philanthropy
Business & Leadership: @HarvardBiz - Harvard
Business Review
Accounting News & Thought Leadership: @AICPA –
AICPA
#AICPANFP
How Can This Work For Me?
Keep track of the message your
organization sending to the public
Grow your online presence in the
industry
Retweet content from others if you are
not ready to Tweet on your own yet
Gather articles and thoughts from
others in the industry
#AICPANFP
Twitter
1.Customize your feed
2.Scroll through your feed
3.Learn key news and trends
#AICPANFP
Image taken from: http://androidheadlines.com/2010/12/youmail-unlimited-transcribing-service-give-away.html
#AICPANFP
“We answer calls when you can't. Because you're busy.
Because your time is valuable. Because you just don't want
to talk. Our Visual Voicemail Plus apps provide voicemail
that people actually rave about. Imagine that.” –
Youmail.com
#AICPANFP
Check Your Voicemail Without Listening
Image taken from; http://www.someecards.com/usercards/viewcard/MjAxMi05NmQ5NzU2YTBjYmYxY2Q0
#AICPANFP
View Voicemails in Any Situation
Image taken from: http://forums.androidcentral.com/verizon-htc-thunderbolt/119476-visual-voicemail-doesnt-download-entire-message.html
View voice messages
in text format
View voice messages
in text format
#AICPANFP
Reply to Messages from the App
Image taken from:http://thenoobnews.com/reviews/app-junkie-cannot-take-your-call/
#AICPANFP
YouMail
1.Check voicemail in any situation
2.View the message
3.Reply to messages
#AICPANFP
Other “Power Tool” Apps
Attending AICPA NFP Conference – AICPA NFP
Tracking Car Mileage – Trip Cubby
Learning Something New – TED
Credit Card Processing – Square
 (Fees $.15 plus 2.75 percent for a swiped card and $.15 plus
3.5 percent for typed-in account information.)
#AICPANFP
Image taken from: http://www.inspiremecrafts.com/inspireme_crafts/quote_of_the_week/
#AICPANFP
Introducing Sage 100
Fund Accounting Mobile!
#AICPANFP
Available for Download Here
#AICPANFP
Sign On & Home Screens
Responsive design allows the
app to fit the app to your
screen no matter what
phone or tablet you use
#AICPANFP
Account Balances
View account balances and
current activity from any
segment in Sage 100 Fund
Accounting
#AICPANFP
Budget balances
Create a PDF to send to
yourself or others
#AICPANFP
Requisitions
Approve or deny
requisitions to communicate
with others directly from
your mobile device
#AICPANFP
View Key reports
Drill down into detail
available for key
reports
#AICPANFP
Remember: Your Phone Is Your…
Image taken from: http://www.mcmahons.ie/tools-electrical-safety/power-tools.html
#AICPANFP
Image taken from: https://www.facebook.com/LGBTQ

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Mobile Apps at Work for Non For Profit Accountants #AICPANFP

Notas del editor

  1. Sage Nonprofit is introducing our first app to our customers. The app is designed to give you the specific information you need at your fingertips. The next time someone corners you in the hallway or asks you to make a quick decision in a meeting, you can quickly answer without having to go back to your desk. Our mobile app allows you to view account balances, approve or deny requisitions, and view key reports.
  2. Use regular user name / password to sign on All Data and Application Security applies We used responsive design to create our app. This means that no matter what device you are using, the app will adjust to fit your screen.
  3. You can view key account balances with custom date ranges and down to the specific segment you are looking for. Also, you can move your device sideways and add/ take away key columns in the report that you need to add or hide.
  4. Keep small items like requisitions off your to do list and allow processes to move quicker in your organization. Approve or deny requisitions from anywhere! Your employees will get a response immediately.