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Mobile Apps At Work for Not-For Profit AccountantsPresented by: Brooke Grimes, Sage Nonprofit Solutions@BrookeAGrimes

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Agenda

The FactsMy Favorite AppsSage 100 Fund Accounting Mobile

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Not For Profit Accounting Professionalswith Smart Phones

How are they using them?

98% Email

77% Social Media

20% Productivity

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Your Phone Is Your Power Tool

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“Dropbox is a free service that lets you bring your photos, docs, and videos anywhere and share

them easily.” – Dropbox.com

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Store Documents, Videos, and PhotosYou get

5.0GB of Storage Free!

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Access From Any Device From Anywhere

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Share Files via Email, Social Media and More

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How Can This Work For Me?

Collaborate with your board Eliminate crowding in your inboxDecrease “draft confusion” Share large files (ex: program videos) to funders or board membersBe prepared for important meetings or “drive-by” questions

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Dropbox

1.Store files of all types 2.Access files across devices &

around the world 3.Share files to others

#AICPANFPImage taken from: https://play.google.com/store/apps/details?id=com.evernote

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“From saving thoughts and ideas to working efficiently with others, Evernote makes it easy to stay organized and productive.” – Evernote.com

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Compile Notes From Work, Home, & Play

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Organize Notebooks For Easy Access

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Reference Notes on Any Device

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How Can This Work For Me?

Reference notes from meetings, conferences, books, and publicationsKeep track of action items, decisions made, and meeting agendas Create a “bright idea” or “wish list”Store “learning moments” along your journey

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Evernote

1.Compile notes 2.Organize your thoughts3.Reference information

#AICPANFPImage taken from: https://trello.com/

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“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

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Create a Board For Each Project

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Assign Task Ownership for Team Projects

Image taken from: http://www.mevvy.com/apps/trello/

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Drag & Drop Interface for Easy Management

Image taken from: https://www.facebook.com/trelloapp

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How Can This Work For Me?

Track “to do's” for yourself or a team projectRemember completed tasks or decisions already made Complete performance reviews for your employees

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Trello

1.Create boards for you or a team2.Assign due dates and ownership 3.Drag & Drop with a single swipe

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“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

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Customize Feed by Following Your Interests

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Scroll Twitter When It Works For You

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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

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How Can This Work For Me?

Keep track of the message your organization sending to the publicGrow your online presence in the industryRetweet content from others if you are not ready to Tweet on your own yetGather articles and thoughts from others in the industry

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Twitter

1.Customize your feed 2.Scroll through your feed3.Learn key news and trends

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“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

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Check Your Voicemail Without Listening

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View Voicemails in Any Situation

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View voice messages in text format

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Reply to Messages from the App

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YouMail

1.Check voicemail in any situation2.View the message3.Reply to messages

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Other “Power Tool” Apps

Attending AICPA NFP Conference – AICPA NFPTracking Car Mileage – Trip CubbyLearning Something New – TEDCredit Card Processing – Square (Fees $.15 plus 2.75 percent for a swiped card and $.15 plus

3.5 percent for typed-in account information.)

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Introducing Sage 100 Fund Accounting Mobile!

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Available for Download Here

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Sign On & Home Screens

Responsive design allows the app to fit the app to your screen no matter what phone or tablet you use

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Account Balances

View account balances and current activity from any segment in Sage 100 Fund Accounting

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Budget balances Create a PDF to send to yourself or others

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Requisitions

Approve or deny requisitions to communicate with others directly from your mobile device

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View Key reportsDrill down into detail available for key reports

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Remember: Your Phone Is Your…

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