Sage MIP Fund Accounting | Sage Fundraising 100 | Sage Fundraising 50 | Sage Fundraising 100 - Rainbow Edition | Millennium
What’s New in Sage MIP Fund Accounting Version 10
Sage MIP Fund Accounting version 10 has some exciting new features and enhancements. Along with the introduction of the new Visual Analyzer module, you'll find many implemented requests of customers, giving you more of what you need most.
New! Visual Analyzer Module
The new Visual Analyzer module provides a graphical, interactive approach to financial data analysis. Quickly uncover trends, monitor budgets and spending, and share key information throughout your organization. This business intelligence tool allows you to identify risk, develop effective strategies and make timely, informed decisions.
- Monitor organization performance with access to financial dashboards displaying the data you need to make tactical and strategic decisions in a timely manner
- Drill up, down and across information segments in real-time data interaction to fully analyze trends, budgets, and spending ratios
- Use visual, graphical representation of financial data to make it simple for everyone to understand your financials
- Strengthen your cash-flow control by setting lower and upper dollar amounts on expenditures for enhanced fraud detection
- Improve stewardship by monitoring program spending ratios and tracking program efficiency
1099 Tax Forms and eFiling by Aatrix®
Additional capabilities have been added to the functionality from Aatrix® integration. Produce and perform on-screen edits to your 1099-INT, 1099-DIV, 1099-MISC, and 1099-R. The forms are populated with data from your Accounts Payable module, so you can simply produce different types of 1099s in one application. To preserve an accurate audit trail, you can save encrypted historical files for future reference of each 1099 that has been printed and track more vendor information with reports. Reports include the state tax withheld and 1099 form type as both content and items by page. When you eFile with Aatrix, you can reduce your paper usage and save time.
Enhancements to Inventory
Numerous enhancements to Inventory Controls are making your life easier in version 10. Inventory items can be assigned multiple locations, so every item is accounted for by building or warehouse. To stay on top of spoilage and reduce waste, you can set expiration dates for inventory items with shelf lives, such as prescription medications or food. With the Check Item Availability you can easily check an item’s location and expiration status and availability at, the Purchase Orders, Electronic Requisitions, and Sales Order Entry. Inventory reports also provide more detail and present precise records.
Report Binders & the Scheduler
With version 10, you can print your report binders on demand, delivering report data into your choice of PDF, e-mail, Excel spreadsheet, or printer files. You can easily reorder reports within your report binder to address each recipient's needs. The Scheduler (formerly called NightShift Scheduler) provides options to print to PDF, Excel, or printer files. And if you elect to export to Excel, you can remove the report headers, footers, and page breaks of any Sage MIP Fund Accounting report. Additionally, when exporting reports to Excel, you may now choose to append to an existing Excel workbook.
Enhancements to General Functionality
As with previous versions, this release continues to simplify tasks and save time.
- Import reversing journal vouchers in current documents
- Use the Recurring Manager to process percentage based recurring documents
- Choose your view with more workspace in the navigator mode and pinnable navigator panels, including the Process Manager. Streamline workflows using the Process Manager, allowing users to right-click to rename items and incorporating the redesigned Custom Links with Favorites
- Use the new Distribution Code Jump button in Electronic Requisitions to view the funds affected by a distribution code before you choose one, or you can create a new distribution code on the fly
- Filter Select A/P Invoices to Pay and Invoices Selected for Payment using vendor user-defined fields
- Customize the system for your exact needs more easily now that clear form and column persistence is more accessible to users
- Skip a step with the single logon capability of the Windows Authentication Option
- Back up your data from any application for increased security against data loss
To learn about Sage MIP Fund Accounting or see a product demo, visit our See a Demo page.
Sage Fundraising 100 version 7
Sage Fundraising 100 version 7 will be released in a few short months. It will be packed full of new features and enhancements, adding to its already strong core functionality.
Here’s a sneak peek of what to expect in version 7:
- New Endowment Data Examiner Module—This new module imports summary data from third-party endowment applications into Sage Fundraising 100 version 7. Third-party endowment balances, relationships, lifetime contributions, and disbursements are available for viewing, querying, ad-hoc reporting and exporting. The constituent view displays consolidated campaign giving and endowment information. Users have the option to synchronize demographics, addresses, phone numbers and e-mail addresses between Sage Fundraising 100 and third-party endowment applications.
- New Volunteer Management—Build detailed Volunteer Profiles that include skills, availability, preferences, wish lists, and other details of your volunteers. Enter the corresponding data on Volunteer Opportunities that exist within your organization or at external agencies. Use the site-configurable matching process to link Volunteer Profiles with the appropriate Volunteer Opportunities, saving and tracking each match as a Volunteer Placement. To manage high-value board and committee volunteers, Volunteer Opportunities can be associated with committees. To further facilitate the courting and grooming of volunteers for board involvement, Sage Fundraising 100 Tasks can be linked to Volunteer Profiles, Opportunities, and Placements. Your data from the previous Sage Fundraising 100 volunteer functionality is automatically upgraded into the new, enhanced Volunteer Management module and interface.
- Import Enhancements—You can now import Tribute data, details for additional membership card holders, and details for non-constituent spouses. In addition, receivable imports respect campaign fund validation rules and accept a valid fund description in place of the fund code or fund key. There is also a new option to check for address duplicates.
- User Enhancements—Now you have even more freedom to use Sage Fundraising 100 in the way that works best for your organization. A new utility enables users to mass edit record ownership to a new owner. Sites can integrate key adhoc reports into the standard reporting menu. To help you stay organized, User Favorites has increased to 20 items giving one-click access to more of your commonly used features. The Campaign Participation View is enhanced to provide a better look at campaign progress. And for increased security of data, field-level security has been added to all fields.
- Site Customization—With the new Custom Constituent Edit screen, sites can extend custom constituent edit functionality to a broad range of users. The layout of the Custom Edit screen determines which fields are exposed to this broad audience. You determine which users and departments use the standard constituent edit screen, and which use the new custom edit screen. A default screen layout is provided which may be customized by site themselves or by Sage Professional Services (charges do apply).
- New Grants Management Enhancements—Several enhancements have been made to grants management in Sage Fundraising 100 version 7 even easier. There is a new scheduled payment date manager. Running totals and sub-totals are shown when viewing or editing grant proposals, and the ability to mass renew grant proposals now exists. A new Adhoc function gives you the ability to specify grant proposal years using default grant years. The decision-making body lookup table now includes a default funding source and the ability to specify relative dates exists for decision-makers’ approval steps models. Grants allocation approval steps can be integrated to direct giving projects or receivables, and the new Endowment Type Totals report help you monitor your endowments and allocations.
- Enhancements Continuing Ease of Use—In version 7, all grids share powerful new Grid Options; you can export data from grids directly into Microsoft Excel spreadsheets. In addition, the integration between Sage Fundraising 100’s Projects and Tasks and the Microsoft Outlook Calendar and Tasks has been enhanced to keep you and your staff on track. The Address View now boasts built-in Google Maps integration and Easy Letter functionality. With one click, Easy Letter takes you into a Microsoft Word document that is pre-formatted with the constituent’s Name and Address, optionally adding a Mailing History entry for the letter. And Sage Fundraising 100 version 7 provides enhanced accounting date validation when adjusting, editing and deleting receivable transactions and applying payments to help facilitate accurate As Of Date reporting.
To learn about Sage Fundraising 100 or see a product demo, contact Kelley Murphy at kelley.murphy@sage.com.
What’s New in Sage Fundraising 50 version 8
Sage Fundraising 50 version 8 has a comprehensive feature set to help your organization succeed in fundraising efforts. Designed for effective donor and relationship management, streamlined gift processing, and quick reporting, this solution is customizable to better meet your needs and increase the productivity of your organization’s development staff.
- NEW! Sage Donate Now—
Collect gifts right from your Web site, sending donor information straight to Sage Fundraising 50 version 8. An organization with a Sage Payment Solutions (SPS) account can now create a donation form on its site to collect donations. The constituent information and donations are then pushed into your fundraising database for review and eventual upload. This seamless integration reduces duplicate data entry by transferring gift and pledge payment, recurring gift, and Donate Now data straight to Sage Fundraising 50. And SPS maintains PCI compliance for every payment processed to keep your donors’ sensitive data secure.
Donate Now is available for queries and reports as a processing method. A report appears at the end of every successful Donate Now Processing Utility to print or save as a PDF file for your records. Also, the SPS Donate Now Form Options are easy to use and self-service. A user can customize the organization’s Donate Now page to offer donors options, such as Specific Gift Amounts with labels, organization-specific designations, Honor and Memorial Gift Tracking, Join Our Mailing List, Make Gifts Anonymous, and Recurring Gifts. - Enhancements to Reporting— Strengthen your audit trail with the enhancements to reporting in Sage Fundraising 50 version 8. Save time during reporting by saving changes to reports and stamping them with identifying information. New optional date, time and page number stamps on the print form allow you to preview and print reports with stamps of the date, time, and page numbers. These options are quick and easy, as you need only to click the checkboxes as they prepare reports. Validation messages help you ensure accountability, and “last saved by” information displays to keep track of changes made to reports. These and other methods for saving reports make saving and recalling custom reports easy.
- NEW! User Defaults— Stay organized and save time on common tasks! By setting defaults, you can continue to use settings that work best for you. Share default templates with the rest of the organization so others can reap the benefits. The default templates can be set for up to five functional areas, including Data Entry and User Interface, Quick Gift, Import Wizard, Donate Now and Online Gift Processing.
- Enhanced Security & System Options— In Sage Fundraising 50 version 8, we continue our commitment to keeping your data safe and secure. For instance, global security privileges enable a user to grant permission to only those users who need to globally add cards or globally edit, and National Change of Address (NCOA) Flags are in the Country Codes to include checked addresses in the NCOA process.
To learn about Sage Fundraising 50 or see a product demo, visit our See a Demo page.
What's New in Sage Fundraising 100 - Rainbow Edition version 6.0
Sage Fundraising 100 – Rainbow Edition version 6.0 has arrived to provide you with new features, enhancements based on your feedback, and improvements to make you daily tasks easier and faster and help you make informed decisions. Using version 6.0, you can process gifts and pledges seamlessly through Sage Payment Solutions, maximize the accuracy of your constituent database, and manage grants, endowments and more.
- New Integrated Payment Processing With Sage Payment Solutions—Increase the efficiency of your pledge processing and the security of your donor information! A new optional integration with Sage Payment Solutions provides you with a complete payment processing solution right from your Sage Fundraising 100 – Rainbow Edition software. Imagine the ability to quickly and easily process credit cards, debit cards, and electronic checks in real time, or create a batch job to process at a later date. The advanced payment gateway in Sage Payment Solutions offers you a secure, reliable system for authorizing and managing payments 24-7 over the Internet. You will save time on pledge payment processing with seamless integration to your Sage Fundraising 100 – Rainbow Edition system. And you will benefit from the simplification of your comprehensive recurring giving program, reduction of processing fees, and PCI-compliance for the protection of your organization and your donors.
- New Extras Functionality—Sage Fundraising 100 – Rainbow Edition provides virtually limitless data storage options, and version 6.0 sees this functionality expanded and enhanced with the comprehensive Extras view. The new Extras functionality allows for multiple Notes, Attributes, Attachments, and Links to be connected with every table where a single note currently exists, allowing you to build an even more comprehensive picture of your constituents and your constituent interactions. And Links and Attachments are separate items that allow you to easily connect your constituent data to outside sources such as spreadsheets, PDFs, and Web sites.
- New Integration With Microsoft Outlook Task and Calendar—Keep your To Do List tasks synchronized with Microsoft Outlook with optional integration. You can add, edit or delete tasks in Sage Fundraising 100 – Rainbow Edition and have your changes integrated with Outlook manually or in real time.
- New CRM Functionality and Enhancements—Deepen your relationships with constituents with new and expanded CRM functionality throughout version 6.0, providing added benefits such as enhanced Mass E-mail Outlook integration. You will have the ability to link a pledge or gift to a project to help measure the effectiveness and success of various fundraising initiatives and a new option that prevents non-current addresses and associated phone numbers from uploading to Outlook Contacts. There is the Partner Agencies Cross Reference on Funds functionality, which provides the ability to link all the partner agencies associated with a fund, such as United Way Giving Area – Success by Six, for cross-referencing and documentation purposes. And you find new standard reports, including Task Progress Report by Constituent and Task Progress Report by Coordinator.
- Enhanced Grants and Endowment Management—New features and functionality in Sage Fundraising 100 – Rainbow Edition version 6.0 make managing grants and endowments much easier. These enhancements enable you to save time on data entry for multi-year grant proposals with the new Renew feature. Also, set up payment schedules for allocations with disbursement schedule codes and better manage allocations and disbursements through a separate GL interface and export utility for grants. Increase your organization’s accountability with an optional setting that prevents users who enter decision steps from approving those decisions. You can use new utilities to print checks from your external accounting system, or you can manually reconcile checks and import records of them in your external accounting system or a reconciled file from the bank. And streamline the management of grants data with a variety of new features, including options to search for proposals and funding sources by description and to set default owners for decision steps.
- New Designation Payee ID—Version 6.0 adds a new Designation Payee ID field for United Way of America Compliance – Standard M. The Designation Payee ID field is displayed in the Designations grid on the Pledge, Gift, Event, and Membership views and is available in criteria, Adhoc, Mass Edit, Data Import, and Quick Entry.
- More Features for Ease of Use—One of the core strengths of your Sage Fundraising 100 – Rainbow Edition software is ease of use. Version 6.0 continues our commitment to consistently provide you with ease-of-use improvements, which can help you to save time with a new way to create a biweekly installment schedule and enhancements that show write-offs separately in Workplace Trial Balance. You can use the new Donor Churn Report to help measure changes to your donors’ giving and designation patterns and determine the effects of these changes on your funding programs. Also, deepen campaign analysis with new functionality to export pages from the Campaign Information View to Excel spreadsheets. You can now bring your database up-to-date quickly and easily with additional Mass Edit and Delete capabilities. And use the new Common Receivables source to view the combined records of each receivable, giving you easier access to combined receivable data in criteria and Adhoc.
What’s New in Millennium Version 7.6
With an easy-to-navigate, unique Web-based design that you can set up as an Internet or intranet application, Millennium meets the sophisticated Web-based fundraising software needs of large nonprofits. Manage campaigns and events, track donors, and create reports quickly and easily with this donor tracking software.
Millennium version 7.6 has added many great new features to its already strong core of functionality, including:
- New Add-On Functionality for Advanced Data Examiner—The optional Advanced Data Examiner provides the tools to quickly and accurately import data into your Millennium database, without programming knowledge. Version 7.6 expands the robust functionality with additional units for Events, Dues and Memberships, Prospect Tracking, and Soft Edit capabilities. Import data from event registration, guest attendance, items and fees, as well as dues transactions. You can automatically create membership records from online or third-party systems and import prospect data purchased from third-party vendors or your Prospect Research team’s documents. The Advanced Data Examiner allows for verification of data before posting to the production database.
- New Integrated Payment Processing With Sage Payment Solutions—Increase the efficiency of your installment processing and the security of donor information! New optional integration with Sage Payment Solutions provides you with a complete payment processing solution right from your Millennium software. Quickly and easily process credit cards, debit cards, and electronic checks in real time, or create a batch job for processing at a later date. The advanced payment gateway in Sage Payment Solutions offers you a secure, reliable system for authorizing and managing payments 24-7 over the Internet. Save time processing payments, simplify a comprehensive sustaining gift program, lower processing fees, maintain PCI-compliance, and more with Sage Payment Solutions.
- New Alerts Technology—Keep projects and tasks on track with new real-time alerts! Your system administrator can create and update system alerts for Millennium users. The user interfaces will check for alerts and display them in pop-up messages either while users are logged on or when they log into Millennium.
- New Relationship Management Functionality—Prevent inappropriate relationship assignments and streamline data entry with new relationship management functionality. A new table allows you to link relation types to establish appropriate relationships available between constituents. You can pick any active relationship type and limit the reverse relationship to “appropriate relations” as defined in the new relations definitions table. You can create new relationship categories or automatically populate this new table from the relationships you currently use in Millennium.
- Enhancements to Profiles World—Version 7.6 adds new functionality and enhancements to the Profiles World, including the ability to create a non-constituent relationship from the constituent relations search screen and retaining search criteria for further filtering or to make adjustments to searches that result in no data. New tables for e-mail addresses, new pop-up menus for easy navigation between multiple default entry forms and more make the Profiles World a comprehensive constituent relationship management system.
- Enhancements Continue to Focus on Ease of Use—One of the core strengths of your Millennium software is its ease of use, and Millennium version 7.6 continues this commitment. Additional columns from Basic Data, Employment, Education, Phone, Attribute, and Email in the Customizer are made available to add to the Profile, Registrant, and Correspondence Search screens. Added functionality to the Millennium Report Writer such as using Tab or comma delimited values for “in the list of” report criteria and incorporating ID numbers from the input file make for easier data searches report creation. The ability to track full details of matching gifts by recording the match from the individual gift on the Corporation, links to the foundation that made the payment, and new options for creating a payment schedule for matching payments keep your matching gift programs up-to-date with the most current information. These enhancements and more are included in this release.
To learn about Millennium or see a product demo, contact Erin Shy at erin.shy@sage.com.
