FUND E-Z Development Corp. — FUND E-Z Fund Accounting Software

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From the Oct. 2007 Review of NFP Accounting Systems

FUND E-Z Development Corporation has provided small to midsize nonprofit organizations with an affordable software product for over 16 years. The latest version (Version 9) of FUND E-Z continues this tradition, offering a solid core product with add-ons designed to make running a nonprofit a little less complicated.

EASE OF USE/FLEXIBILITY – 4 Stars
A dropdown menu bar is located at the top of the main user interface screen. This features access to files, all system modules, utilities and the Help function. Vertically displayed to the right of the screen are speed buttons, which provide users with easy access to frequently used functions such as Donors, Funds, Gifts and Donations, Invoices, Orders, and various Cost Centers. New companies (Datasets) are added by selecting a dataset, then clicking on the options tab. Users can choose to add a new company, a sample agency, or import data from a backup file or a data folder. New users will find it helpful to browse through the FUND E-Z Basics found in the Help feature. This will explain the various tabs and terminology used throughout the program.

System navigation becomes smoother once the user becomes accustomed to slightly different interface options such as a ‘+’ sign for entering new transactions, companies called datasets, and a ‘list’ tab to access lookup functionality. Data-entry screens contain a view/edit tab, along with a browse tab, which allows users to switch back and forth. All data screens contain print, calculate, copy and locate tabs at the bottom of the screen.

MODULES/SCALABILITY – 4.5 Stars
FUND E-Z’s core modules include GL, AR, AP, Client Billing, Purchase Orders, Fund Raising, Allocations, Utilities and Security. The optional Data Access Component (DAC) offers the ability to customize reports by using Microsoft Access and various wizard screens. DAC allows users to choose columns, filters and sorting options for reports. Also available is the HIPAA Billing module, an electronic billing system that nonprofits can use to process and bill Medicaid throughout the United States.

Currently, FUND E-Z is available in 1, 2, 3, 5, or unlimited user/dataset versions. The single-user version can only accommodate one dataset, the two-user system, two datasets, etc. Users/datasets can be added as needed.
FUND E-Z Development Corporation has announced that a full rewrite of FUND E-Z will be available in 2008, offering a SQL version, new modules and increased product functionality.