Over FUND EZ

Non-profitorganisaties gebruiken FUND E-Z om budgetten te creëren en bij te houden voor meerdere fondsen, programma's, projecten, subsidies, financieringsbronnen en afdelingen.

Meer informatie over FUND EZ

Pluspunten:

Ease of use, great features. Great support via phone.

Minpunten:

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.

Beoordelingen van FUND EZ

Gemiddelde score

Gebruiksgemak
4,4
Klantenservice
4,4
Functies
4,3
Waar voor je geld
4,4

Waarschijnlijkheid van aanbeveling

8,8/10

FUND EZ heeft een totaalscore van 4,4 van 5 sterren op basis van 25 gebruikersreviews op Capterra.

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Reviews filteren (25)

Rob
CFO in VS
Burgerlijke en maatschappelijke organisatie, 51-200 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Great product and support

5,0 2 jaar geleden

Opmerkingen: We had a great experience in the purchasing, implementation and ongoing support

Pluspunten:

Product is very easy to use, great overall product that meets all our needs and the price and support are awesome.

Minpunten:

The fixed asset module could use a little fixing to allow existing assets to be added at original cost and use current accumulated depreciation.

Samantha
Samantha
Finance/Budget Manager in VS
Geverifieerde LinkedIn-gebruiker
, 201-500 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Fund E Z is very user friendly and easy to set up, even mid-year.

4,0 5 jaar geleden

Pluspunten:

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.

Minpunten:

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.

Allison
Burgerlijke en maatschappelijke organisatie
Heeft de software gebruikt voor: Niet verstrekt
Bron van de reviewer
Bron: SoftwareAdvice

EZ Fund my review

3,5 7 jaar geleden

Pluspunten:

The after market support. My department has confidence in the company that in the event of issues we can immediately contact someone in support to work with us on the technical problems. We are also very happy with the fast turnaround response time either for employees to return our communication or complete work.

Minpunten:

Critical information from some workers may differ sometimes. Steep learning curve on product. Expensive.

Leonard
President in VS
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Outstanding Fund Based Accounting Program

5,0 7 jaar geleden

Pluspunten:

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.

Minpunten:

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 .

Mary
CFO in VS
Management non-profit organisaties, 201-500 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Good Accounting System for the Money

4,0 5 jaar geleden

Opmerkingen: It meets our needs at a reasonable price, however lacks a lot of the customization that our previous software had.

Pluspunten:

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.

Minpunten:

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
CFO in
Ziekenhuis- en gezondheidszorgbranche, 201-500 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Beautiful and Accurate Reports

5,0 5 jaar geleden

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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
Payroll Accountant in VS
Basis- en voortgezet onderwijs, 11-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Easy to learn even without accounting background.

4,0 4 jaar geleden

Opmerkingen: I would refer any smaller non-profit to use this software.

Pluspunten:

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.

Minpunten:

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
Fiscal manager in
Burgerlijke en maatschappelijke organisatie, 11-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

easy to use and meets our needs

4,0 5 jaar geleden

Opmerkingen: This is an excellent program if you need fund accounting. If you have outgrown quickbooks highly recommended.

Pluspunten:

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.

Minpunten:

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.

Victoria
Bookkeeper/HR in VS
Consumentendiensten, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Great software for a not-for-profit

5,0 3 jaar geleden

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Catherine
Billing Coordinator in VS
Administratie, 501-1.000 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Great Software

5,0 3 jaar geleden

Opmerkingen: I use this daily and it is very effective for the type of business we do.

Pluspunten:

This software has continuous updates to improve qualities

Minpunten:

Permissions can be a total pain but it is easy to change.

Jennifer
Accountant in VS
Ziekenhuis- en gezondheidszorgbranche, 201-500 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Using FUND-EZ is easy. The setup and toolbars have made the experience very user-friendly.

4,0 5 jaar geleden

Opmerkingen: It allows us to generate financials quickly and easily and drill down on the details of our business.

Pluspunten:

The capability to drilldown within a report and pull up the underlying detail is the most significant asset. Client invoicing is also made simple.

Minpunten:

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.

Tonia
President in VS
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Fund EZ Assessment

5,0 7 jaar geleden

Pluspunten:

Great technical support. They take responsibility for every issue presented to them and don't stop until the issue is resolved. The software in the last upgrade provides almost as much functionality as MIP/Abila with a much more logical user interface. Users can easily create their own report formats. The Pro-writer provides an organization the ability to fully customize their account structure.

Minpunten:

It does not yet have a Spanish language version even though it has robust multi-currency functionality.

Matthew
Equipping and Discipleship Director in
Religieuze instellingen, 201-500 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer
Bron: SoftwareAdvice

Really enjoyed using FUND EZ

5,0 5 jaar geleden

Opmerkingen: Unfortunately, we were forced to switch away from this software in our first 6 months because the larger organization adopted different software. However, we used implemented this software ourselves and really enjoyed using it. The best thing for us was the ease of use. Training time was significantly lower than the software we used before. This saved us so much time and money. Highly recommend!

Jinhong
Consultant in VS
Management non-profit organisaties
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Simple, Low Cost and Easy to Use

5,0 7 jaar geleden

Pluspunten:

Fund E-Z is very simple and easy to use. It has all the functions needed to do the job and no more extras to confuse you. It is very affordable.

Minpunten:

The product is still desktop. In today's world, we need cloud based applications. I will they will make it cloud based soon.

Praise
Director of finance and administration in
, 11-50 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Just right

5,0 5 jaar geleden

Opmerkingen: This is one of the best products for small nonprofit organizations. It's also cost effective.

Pluspunten:

Easy to use

Minpunten:

A bit more features

Sabrina
VS
Hoger onderwijs
Heeft de software gebruikt voor: Niet verstrekt
Bron van de reviewer
Bron: SoftwareAdvice

Great NPO accounting software for small-mid size NPOs

4,0 8 jaar geleden

Pluspunten:

We love that we have many options to be able to filter different data and the ability to export in a variety of formats. Technical support has been useful so far on any questions we have had.

Minpunten:

It would be great if more filter options and fields were available to be included in reports, as would the ability to compare budget vs actuals each quarter with reprojections.

Lexie
Receptionist in VS
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: SoftwareAdvice

Good Product

4,0 6 jaar geleden

Pluspunten:

Both were very helpful. The best part is they give an amazon gift card just for reviewing there product.

Minpunten:

It could be easier to use. Was a little confusing the first few times around. This product fits my needs as of now. I haven't come across anything that I didn't like yet besides the fact it could be a little more user friendly the first time around.

Stephanie
Accountant in VS
Burgerlijke en maatschappelijke organisatie
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: SoftwareAdvice

Good Product

5,0 6 jaar geleden

Pluspunten:

It works seamlessly with what I need. Does exactly what I want it to and more. I don't know I've gotten by in the past with out using this product for the business.

Minpunten:

I have not found anything I don't like about it. Both the product and the vendor are and were very helpful in fulling my needs. Definitely the best place to get accounting software. Would recommend to a friend.

Linda
VS
Filantropie
Heeft de software gebruikt voor: Niet verstrekt
Bron van de reviewer
Bron: SoftwareAdvice

Good system

3,0 8 jaar geleden

Pluspunten:

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.

Minpunten:

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.

Darlene
Manager in
, 2-10 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: SoftwareAdvice

Would recommend

5,0 6 jaar geleden

Opmerkingen: Would recommend to others. Very very user friendly. My employees were able to learn it very fast.

Pluspunten:

User friendly

Haley
PR/Marketing Intern in
Ziekenhuis- en gezondheidszorgbranche, 2-10 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: SoftwareAdvice

Helpful Program for Fundraising Events

4,0 6 jaar geleden

Opmerkingen: I used this program as an intern at a small nonprofit. It was easy to understand, and if I had any questions, customer service was extremely helpful. I love having this sort of help for doing fundraising for important events that primarily funded our organization. The program was clear and concise with great functionality.

Minpunten:

It was a little pricey for our small organization.

linda
CFO in VS
Burgerlijke en maatschappelijke organisatie
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer
Bron: SoftwareAdvice

New user to fund EZ

3,0 6 jaar geleden

Pluspunten:

Very customizable. Love the indirect allocation features

Minpunten:

Not enough set up in the way of select pre made /formated options. not enough sort optons flexability.

Brittney
Accountant in
Burgerlijke en maatschappelijke organisatie, 501-1.000 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: SoftwareAdvice

Not for profit accounting

4,0 6 jaar geleden

Opmerkingen: I really like this software because it is easy to use. It's easy to learn and has many features.

Minpunten:

The cost could be cheaper.

Ryan
Accountant in
Burgerlijke en maatschappelijke organisatie, 201-500 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: SoftwareAdvice

EZ way to track your budgets!

5,0 6 jaar geleden

Opmerkingen: This is a very basic software that takes no time to figure out how to use. It's a great place to access all your data. This is good weather it's for a profit or nonprofit growth.

Pluspunten:

The many features the software offers are great and it's no extra cost!

Sarah
Vice President in
Hoger onderwijs, 201-500 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: SoftwareAdvice

FUND E-Z Fund Accounting

5,0 6 jaar geleden

Opmerkingen: Seems to operate on a stable platform without constant computer maintenance.

Pluspunten:

Very easy to use Excellent Customer service Excellent Technical Support