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Client Training Opportunities


What's Trending: Spotlight Lesser-Known Features in AccuFund

Our next 'What's Trending' sessions will focus on lesser-known features in AccuFund that can help improve efficiency and optimization within your system. During this free, 60 minute client training we will spotlight:

  • Unposted Journal Entries
  • Multiple Pay to Addresses
  • One Time Vendors
  • Prohibit Delete
  • Much More

We will hold two sessions. Please register based on your AccuFund solution:

What's Trending: Spotlight Lesser-Known Features for AccuFund Onsite & Hosted Customers
Monday, May 6, 2024
1:00PM ET / 2:00PM MT**Please note earlier start time

What's Trending: Spotlight Lesser-Known Features for AccuFund Anywhere Customers
Tuesday, May 7, 2024
2:00PM ET / 12:00PM MT


virtual training anywhere 2024 horizontalNew! Training for AccuFund Anywhere Customers

We are pleased to offer new training sessions for AccuFund Anywhere customers. These sessions will be held virtually. There is a discount for attending all sessions. Registration deadline is May 17, 2024.

Register Today!

AccuFund Anywhere New User Training
June 3, 2024, 10:00-3:00 PM MDT
Course Description: Virtual session provides an overview of AccuFund Anywhere; how to navigate screens, views, run reports and generally move around the system. Chart of Accounts, Journal Entries, Banks & Cash Receipts. Cost: $199/per person. Materials included.

AccuFund Anywhere Accounts Payable Training
June 4, 2024, 10:00-3:00 PM MDT
Course Description: Virtual session reviews the whole process of entering vendors, recurring bills, entering bills, review reports, cutting checks, etc.
Cost: $199/per person. Materials included.

Financial Report Writer Virtual Training for Anywhere Clients (2-Day Class)
June 5-6, 2024, 10:00-3:00 PM MDT each day
Course Description: The Financial Report Writer class covers the essentials of financial reporting, including Statements of Financial Position and Activities, and includes introduction to the use of classifications for reporting. Please Note: this is a 2-day class. Cost: $299/per person. Materials included.

Standard Report Writer Virtual Training for Anywhere Clients (2-Day Class)
June 10-11, 2024, 10:00-3:00 PM MDT each day
Course Description: The Standard Report Writer is used by all modules for transaction and summary reports, such as aging reports and vendor summaries, as well as to design all forms such as checks and Purchase Orders. Please Note: this is a 2-day class. Cost: $299/per person. Materials included.

Register Today! Registration deadline is May 17, 2024.
Registrants will receive login information and a link to materials approximately 2 weeks prior to the training.