New Products


XCM WORKFLOW MANAGEMENT Windows Explorer integration in XCM Version 6.0 gives firms real-time access to client documents linked to the XCM routing sheet as it moves through the office.

Additional screens capture all required audit and accounting compliance information, including a detailed sign-off page and the ability to track 45/65-day requirements, partner rotation, reporting and scheduling dates and all pertinent engagement information. Due-date monitoring now allows for the creation of Firm Specific Jurisdictions. The number of status points and workflow categories has been expanded from 40 to more than 180, broken down by the specific category of work, including Tax, Financial, Bookkeeping/Accounting and Other.

Price: $50 per user; $3 per client. XCM: (781) 356-5152.

Partner Insights


The Cash Receipts module in the AccuFund Accounting Suite now contains a point-of-sale screen that displays unit prices and quantities that are tied to current inventory. The module can also use automatic EFT functionality to directly withdraw the amount due from the customer's checking account for recurring bills and fees.

Nonprofits using the Grants Management module can sort grants information in as many categories as needed and track both grants in process and after receipt. They also can create grant accounting start and end dates that restrict posting to the general ledger.

Price: $2,995 (Standard); $6,595 (Professional). AccuFund: (877) 872-2228.


Intuit has released a free beta version of Quicken Beam, a service that gives consumers access to their bank balances and recent activity from cell phones or other mobile devices.

Customers can receive low-balance text message alerts and updates on what transactions have been cleared and set up additional alerts to get informed of other activities. The service does not require a separate login screen, Web browser or data entry. It supports most banks.

Price: Free at IntuitLabs .com.


Version 7.7 of Sage Software Millennium adds a business intelligence module, Visual Analyzer, to help program managers analyze trends, monitor progress and share strategic information at larger nonprofit organizations.

It improves support for online donations with a Donate Now tool, which can accept sustainer pledges and permit constituents to specify campaigns. Users can have multiple accounts with Sage Payment Solutions and donors can select payment information saved from pervious contributions when returning to a nonprofit's Web site. Utilization codes allow donors to control and customize how organizations contact them.

Price: Starts at $31,000 (10-user license). Sage Software: (800) 647-3863 or


Whitebirch Planning 7.5 introduces multidimensional financial modeling and OLAP-style reporting and analysis to the planning and budgeting software.

Executives can create interactive, alterable reports to analyze the impact of multiple elements either alone or in comparison with other factors. Users can examine plan vs. actual, revenues by product on a regional or time basis and the impact of various financing options. It features a drag-and-drop interface through which users can select a dimension and drag it to a row or column.

Price: $6,000 (single-user desktop license); $1,500 per year (on demand). Whitebirch Software: (800) 335-1243 or


Open Systems has released OSAS Banking for companies with electronic banking needs.

Automated Clearing House delivery of payments provides the ability to transmit electronic payments to vendors via the company's bank. Positive Pay lets OSAS users build a file they can transmit to their bank for authorization of check payments. Reconciliation Import enables the use of files downloaded from a bank to automatically clear transactions that have been processed by the bank. Direct Debits in Accounts Receivable/Sales Order lets users establish recurring payments and take direct debit-type payments from customers.

Price: $1,170. Open Systems: (800) 328-2276 or

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