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F9 For FundWare
 

More than a reporting tool, F9 for FundWare is the ultimate real-time data extraction tool. It provides a link between the FundWare General Ledger and Project/Grant databases and Microsoft® Excel (compatible with Microsoft Excel 2000). Because this link is live, all financial information is up to date.

Create virtually any report for your board, funding sources, departments or constituents using the spreadsheet skills that you already have.

Highlights:

  • Dynamically link accounting data directly to Microsoft Excel

  • Drill down to FundWare General Ledger and Project/Grant transactions from within your spreadsheet, including actual, budget, encumbrance and requisition amounts.

  • Develop reports one time and continuously refresh online, in real time, as transactions post to FundWare.

  • F9 for FundWare respects the user and account security already defined within the accounting software, so that only authorized access to the data may be made from Microsoft Excel.

  • Create presentation quality financial reports with graphs and fonts.

  • Build sophisticated custom reports using standard Microsoft Excel functionality.

  • Use the built-in wizard to quickly design and produce new reports.

The F9 For FundWare Wizard
A great way to get started on a new report is to use the built-in wizard.

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This wizard allows the definition of columns and rows, as well as specifying report formatting options.

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After running the wizard, F9 for FundWare links to the accounting database to extract the information in real time.

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Because the report is a standard Microsoft Excel spreadsheet, standard spreadsheet tools may be used to change fonts, add charts or copy and paste information for new reports.

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Drill Down
Since F9 for FundWare provides a live link to the accounting data, you may drill down on specific financial information directly from the spreadsheet.

You may specify to drill down by account segment, or to the actual detailed transactions, along with specifying a number of filters such as account masking and attributes.

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See for Yourself
For a no-obligation, in-depth product demonstration tailored to your specific needs please contact us by phone at 1-800-273-1514, or via email at info@nfpAccounting.com

 

 

 

 

 

 

 

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