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Mobile Apps at Work for Non For Profit Accountants #AICPANFP
- 1. #AICPANFP Mobile Apps At Work for Not-For Profit Accountants Presented by: Brooke Grimes, Sage Nonprofit Solutions @BrookeAGrimes
- 2. #AICPANFP
- 3. #AICPANFP Agenda The Facts My Favorite Apps Sage 100 Fund Accounting Mobile
- 4. #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/
- 5. #AICPANFP
- 6. #AICPANFP Your Phone Is Your Power Tool Image taken from: http://www.mcmahons.ie/tools-electrical-safety/power-tools.html
- 7. #AICPANFP
- 8. #AICPANFP
- 9. #AICPANFP Image taken from: http://techpix.in/all-posts/wordpress/must-have-softwares-on-pc-for-bloggers/
- 10. #AICPANFP “Dropbox is a free service that lets you bring your photos, docs, and videos anywhere and share them easily.” – Dropbox.com
- 11. #AICPANFP Store Documents, Videos, and Photos You get 5.0GB of Storage Free! You get 5.0GB of Storage Free!
- 12. #AICPANFP Access From Any Device From Anywhere Image taken from: http://www.techkisses.com/dropbox-acquires-mailbox-for-easier-online-sharing-and-storage/
- 13. #AICPANFP Share Files via Email, Social Media and More
- 14. #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
- 15. #AICPANFP Dropbox 1.Store files of all types 2.Access files across devices & around the world 3.Share files to others
- 16. #AICPANFP Image taken from: https://play.google.com/store/apps/details?id=com.evernote
- 17. #AICPANFP “From saving thoughts and ideas to working efficiently with others, Evernote makes it easy to stay organized and productive.” – Evernote.com
- 18. #AICPANFP Compile Notes From Work, Home, & Play Image taken from: http://www.slashgear.com/evernote-hacked-emails-encrypted-passwords-stolen-02272197/
- 19. #AICPANFP Organize Notebooks For Easy Access
- 20. #AICPANFP Reference Notes on Any Device Image taken from: http://www.hongkiat.com/blog/evernote-5-new-features/
- 21. #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
- 22. #AICPANFP Evernote 1.Compile notes 2.Organize your thoughts 3.Reference information
- 23. #AICPANFP Image taken from: https://trello.com/
- 24. #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
- 25. #AICPANFP Create a Board For Each Project Image taken from: http://readwrite.com/2012/03/28/trello-online-collaboration-so
- 26. #AICPANFP Assign Task Ownership for Team Projects Image taken from: http://www.mevvy.com/apps/trello/
- 27. #AICPANFP Drag & Drop Interface for Easy Management Image taken from: https://www.facebook.com/trelloapp
- 28. #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
- 29. #AICPANFP Trello 1.Create boards for you or a team 2.Assign due dates and ownership 3.Drag & Drop with a single swipe
- 30. #AICPANFP Image taken from: http://www.prconversations.com/index.php/2011/08/using-twitter-for-pr-events/
- 31. #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
- 32. #AICPANFP Customize Feed by Following Your Interests
- 33. #AICPANFP Scroll Twitter When It Works For You Image taken from: http://www.businessinsider.com/apps-i-use-every-day-2013-2?op=1
- 34. #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
- 35. #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
- 36. #AICPANFP Twitter 1.Customize your feed 2.Scroll through your feed 3.Learn key news and trends
- 37. #AICPANFP Image taken from: http://androidheadlines.com/2010/12/youmail-unlimited-transcribing-service-give-away.html
- 38. #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
- 39. #AICPANFP Check Your Voicemail Without Listening Image taken from; http://www.someecards.com/usercards/viewcard/MjAxMi05NmQ5NzU2YTBjYmYxY2Q0
- 40. #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
- 41. #AICPANFP Reply to Messages from the App Image taken from:http://thenoobnews.com/reviews/app-junkie-cannot-take-your-call/
- 42. #AICPANFP YouMail 1.Check voicemail in any situation 2.View the message 3.Reply to messages
- 43. #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.)
- 44. #AICPANFP Image taken from: http://www.inspiremecrafts.com/inspireme_crafts/quote_of_the_week/
- 45. #AICPANFP Introducing Sage 100 Fund Accounting Mobile!
- 46. #AICPANFP Available for Download Here
- 47. #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
- 48. #AICPANFP Account Balances View account balances and current activity from any segment in Sage 100 Fund Accounting
- 49. #AICPANFP Budget balances Create a PDF to send to yourself or others
- 50. #AICPANFP Requisitions Approve or deny requisitions to communicate with others directly from your mobile device
- 51. #AICPANFP View Key reports Drill down into detail available for key reports
- 52. #AICPANFP Remember: Your Phone Is Your… Image taken from: http://www.mcmahons.ie/tools-electrical-safety/power-tools.html
- 53. #AICPANFP Image taken from: https://www.facebook.com/LGBTQ
Hinweis der Redaktion
- 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.
- 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.
- 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.
- 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.