Fund EZ
Review of Fund EZ Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Fund EZ
Fund EZ Screenshots
Fund EZ Features
Customer Reviews
See why people love Fund EZ
Samantha A.
Verified User201-500 employees
Fund E Z is very user friendly and easy to set up, even mid-year.
Verified reviewer
- The implementation process was very well thought out and thorough
- There were scheduled calls and then homework assignments where information was reviewed and questions were answered
- The software itself is very user friendly
- There are lots of reporting functionalities, both canned and easy to make custom reports, as well as reports that export nicely into excel
- Report queues can be set up to run multiple reports at once
- Information is also easy to find
- When tracking multiple departments/programs/funding sources, you MUST KNOW the various date ranges required for each in order for the reports to present correctly
- The budgeting module is not very flexible and can be difficult to navigate
Rob Z.
Verified UserCivic & Social Organization · 51-200 employees
Great product and support
We had a great experience in the purchasing, implementation and ongoing support
Product is very easy to use, great overall product that meets all our needs and the price and support are awesome
The fixed asset module could use a little fixing to allow existing assets to be added at original cost and use current accumulated depreciation
Switched From
Need something more powerful with more customization and ability to track what we wanted. Also to integrate fund development and fixed assets into one package.
Why they chose it
"Better system for our needs and the customer service and price were great"
Linda W.
Verified UserPhilanthropy
Good system
Philanthropy
- Fund E-Z offers an account structure that allows for entering transactions by fund (unrestricted, temporarily restricted, or permanently restricted revenue), by account number (eg
- cash, accounts payable, individual donations, salary expense, etc), then drilldown by cost center 1 (programs), cost center 2 (activity within a program) and cost center 3 (funder) - or variations of this setup
- When Fund E-Z updated to version 10, a lot of keystrokes were no longer applicable, making data entry much more time-consuming
- Also, it is not easy to update to subsequent versions
Mary O.
Verified UserNon-Profit Organization Management · 201-500 employees
Good Accounting System for the Money
It meets our needs at a reasonable price, however lacks a lot of the customization that our previous software had.
- Ease of use and familiarization of system
- Meets our need for separate accounting of programs
- System is very accessible and each member of fiscal staff can easily adapt tables and reports to their needs
- Customization of reports is labor intensive and time consuming
- Also, budget set up is at a global level which is difficult when setting up individual budgets
- When we first got the software, were told that would have ACH payment available shortly for accounts payable
- It is two years and they still are "working on it"
Tiffany R.
Verified UserHospital & Health Care · 201-500 employees
Beautiful and Accurate Reports
Overall I think that it is the best non profit software and it is reasonably priced. I like it better than MIP because you can afford to have all of the modules which eliminates work-arounds because you have half a system.
- Many levels of reporting
- I can report by general ledger number, grant, program, department, etc
- Reports come out beautiful, so no exporting and tweaking necessary
- True non profit financial statements
- The customer service is great however they are on EST and for agencies on CST, MST or PST, it may be annoying when you can't reach customer service after 3:00pm or 4:00pm
- They will respond the next morning
Wendy R.
Verified UserPrimary/ Secondary Education · 11-50 employees
Easy to learn even without accounting background.
I would refer any smaller non-profit to use this software.
- I really liked how easily it was to learn and integrate into our business
- I started from scratch
- setting up general ledger numbering, accounts, payables, invoicing and receivables to setting up the layout I wanted to see on the financial statements
- I didn't need to use customer service as everything was put into place and ran seamlessly
- Some information I wanted to print was not always in a pre-programmed report
- I could always find the information but sometimes had to have other information print along with it
Louis H.
Verified UserCivic & Social Organization · 11-50 employees
easy to use and meets our needs
This is an excellent program if you need fund accounting. If you have outgrown quickbooks highly recommended.
- Ease of use, great features
- Great support via phone
- Regular updates
- competitively priced
- Lots of options for reports
- And they have been consistently enlarging them with the updates
- While customer support is great, built in help is thin
- the cost is competitive but not cheap
- Having used it for years I notice that some improvements while useful, are not as good as they could be because of reluctance to alter the basic structure
- But that is true in all software over time
Jennifer G.
Verified UserHospital & Health Care · 201-500 employees
Using FUND-EZ is easy. The setup and toolbars have made the experience very user-friendly.
It allows us to generate financials quickly and easily and drill down on the details of our business.
- The capability to drilldown within a report and pull up the underlying detail is the most significant asset
- Client invoicing is also made simple
I wish that I could see on the AP Invoice Detail record within a GL Acct Detail report drilldown a record with the accompanying check number --- knowing whether or not the item had yet been paid from one glance without having to go out and pull up another report would be extremely beneficial and helpful
Leonard B.
Verified UserOutstanding Fund Based Accounting Program
Used unspecified for more than 2 years
- The product allows you to full customize your chart of account as well as reports
- They have an advance report module which allows for additional customization
- The vendor is extremely responsive in regards to queries and continues to support and improve the product with new revisions and updated versions constantly
- The switch from version 9 to 10 was drastic with a lot of improvements, but the structure changed to an SQL based software and for users who are used to enter data and scrolling with a mouse there are some drawbacks
- Example, if you are in a journal entry and are looking to scroll down and use your mouse, and happen to be on a debit or credit field, it scrolls through the numbers vs
- moving the screen, you have to get used to using the side arrows which after two years we still struggle with it
- Not a reason to not consider but something you need to be aware of
Victoria E.
Verified UserConsumer Services · 2-10 employees
Great software for a not-for-profit
At many not-for-profits, the staff has to wear multiple hats as far as job tasks. This program is easy enough for someone to use that may not have an extremely strong accounting background. It backs up and saves automatically. Provides the option of tracking fund-raising activities and multiple reports. One of the best functions of this software is that you can very easily manage multiple funding sources, which is extremely important for not for profits. The reporting capabilities make it easy to provide reports to the funding sources to document expenses.
- This software is a top pick for medium to smaller not for profits
- It is cloud based, so there is no need for a server, backs up and saves automatically and has modules that provide everything that a not for profit needs
- I have not had any issues with this software and have not found a con yet
- It does seem best for medium to small not for profits
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