FUNDRAISING GT PRO The address maintenance tool in GT Pro 4.0 verifies an address and adjusts the format to conform to U.S. Postal Service standards. It also searches the name in a national change of address database and will insert new addresses.
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The new a la carte Grants Management expands the module's functionality to enable foundations, federations, and nonprofits to quickly administer grants and requests for funds. Grant Management is also available as part of the Endowment Management module.
Price: Starts at $9,000 (four-user license). Best Software: (800) 647-3863.
FRX REPORT WIZARD
FRx Report Wizard can generate five key financial report templates: balance sheet, trial balance, and three income statements from data in general ledger packages.
The Wizard guides users through creating a report in seven steps, enabling ERP customers to generate reports needed to run their businesses. With FRx Report Wizard, FRx Software gives SMBs more accurate and timely information.
Price: Free for users of FRx 6.7, which starts at $4,500. FRx Software: (800) 379-8733.
AccuFund Version 3.01, an enhanced nonprofit accounting suite, provides document management capabilities for users at nonprofits and government agencies.
It produces quick queries and instant reports across all modules. The query browser can be based on any field on the screen and sorted in either ascending or descending order. Incorporated into the quick browser are quick reports, which are sorted in the same order as selected on the browser display and provide totals in the numeric fields.
Price: Starts at $3,995 (single user). AccuFund: (877) 872-2228.
STF SALES TAX FORMS
STF has made its SuperForm Sales Tax Rates/Forms available on the Internet in a variety of modules, including rates-only, forms-only, and a rates and forms packages. There are also jurisdictional packages.
Rate look-ups can be performed by county, city, state, or Zip code. The system reports combined rates and effective dates and prior rates. Users can elect to receive emails notifying them of rate changes. Price: All states and cities, $995 (single user); $1,395 (multi-user). STF Services: (315) 437-8244.
CNG-Books 2.0, a document management system, lets users of all QuickBooks versions file documents electronically and enter data into QuickBooks in a single step.
The system, which also supports QuickBooks Enterprise Suite and the Canadian version of QuickBooks, archives and retrieves records in accordance with emerging regulatory compliance regulations. Financial record files can be securely shared among authorized users. CNG-Books utilizes the automated document and workflow management capabilities of CNG 5.0, which accepts most document formats.
Price: $995 (single user); $100 per user (up to nine users). CabinetNG: (800) 621-6501.
NETCRM SERVICES EDITION
The NetCRM Services Edition combines service-specific features such as service item management, project/job tracking, client self service center, and advanced activity and time tracking.
This edition can manage the sales cycle from lead to opportunity, proposal generation, and finally contract. The product also offers functions commonly available in CRM software, including marketing campaign management, client support, and opportunity management. Legal, consulting, and financial services firms can also customize the application. When deployed with NetSuite ERP/CRM, service-oriented businesses can produce proposals to generate invoices.
Price: $79 per user, per month. NetSuite: (650) 627-1000.
AdvisorAssurance monitors audit trails, improves workflow based on configurable approval processes, provides enterprise-wide reporting, and increases adherence to standards based on rules and regulations.
The module integrates with eMoney Advisor's Advisor Platform, which assists in managing compliance risks and improving workflow and reporting capabilities.
Price: $1,500 (advisor seat); $350, (client). EmoneyAdvisor: (888) 362-4612.