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Sage MIP Fund Accounting | Sage Fundraising 50 | Millennium | Sage Fundraising 100 - Rainbow Edition | Sage Fundraising 100
What’s New in Sage MIP Fund Accounting Version 10.1
Year-end compliance and software updates are synonymous, so that means the Sage MIP Fund Accounting Version 10.1 maintenance update is here! In this release, we’ve focused on these areas: IRS Form 990 changes, compliance and ease-of-use enhancements.
Compliance with IRS Regulations—Form 990 Changes
We understand that changes to the Form 990 impact your year-end reporting process. To help make your 2008 Form 990 preparation easier, we have enhanced the following items:
• Choose to map your Sage MIP Fund Accounting data to the historical 2007 full Form 990 or the “new” 2008 Form 990EZ.
• Generate reports to display either set of Form 990 mapping information.
Future releases of Sage MIP Fund Accounting will continue to add functionality to help you comply with the latest IRS Form 990 changes and threshold filing requirements that pertain to each form type.
Customer-Requested and Ease-of-Use Enhancements:
We take your feedback and experience with our software seriously and always strive to improve ease of use while adding functionality suggested by our customers. Here’s a snapshot of the enhancements included in version 10.1:
• New Tax forms and eFiling by Aatrix® Filter which will now accommodate batch processing of any federal or state tax form.
• New Tax Forms and eFiling by Aatrix® Get Form Updates button available for both Payroll and 1099 tax form processing.
• Enhancements to the Scheduler module with the addition of allocation calculation processing and the ability to schedule calculation processes overnight or even in a different month.
• Introducing a new Warehouse Control report which will greatly improve the monitoring and reordering of any Inventory items.
Download this pdf to find out more about What’s New is Fund Accounting Version 10.
To learn about Sage MIP Fund Accounting or see a product demo, visit our See a Demo page.
What’s New in Sage Fundraising 50 version 8.1
We’re excited to deliver our latest version of Sage Fundraising 50! In this release, we’ve made significant investments in the technology used to collect and process your fundraising data, which will allow us to make substantial feature and functionality improvements in the years ahead.
NEW! Database Engine SQL Server Express
Version 8.1 moves our Sage Fundraising 50 technology to SQL Express. Why is this important to you?
• Your technology investment in SQL Express is built on reliable, high performance technology by Microsoft®.
• You’ll gain additional security, capacity, and performance out of Sage Fundraising 50.
• Similar to adding additional users, you’ll have the option to support multiple databases. Additional databases enable hands-on learning, experimenting, and practicing for new team members and volunteers.
• We’ll be able to build integrations with other development tools you need to make your jobs easier.
Customer-Requested and Ease-of-Use Enhancements
One of the core strengths of Sage Fundraising 50 is its ease of use. Version 8.1 continues this commitment with features such as:
• New Optional Windows Authentication – Use your computer log-in information to also sign into Sage Fundraising 50. Once the system is set up, permissions and security settings are maintained for each user.
• Database Backup and Restore – New options built directly into the application for added ease of use and security to your daily processes.
• Volunteer Management – A new, custom volunteer export file and new volunteer merge fields help you to accurately log and report on volunteer activity.
• Exporting Options – Exporting your Donor List and LYBUNT reports to Excel has been enhanced for better data manipulation and merging.
• Improved Messages – A number of validation messages have been improved for added clarity.
• Data Entry – Default and quick gifts enhancements, such as refresh features, make data entry a breeze.
To learn about Sage Fundraising 50 or see a product demo, visit our See a Demo page.
What’s New in Millennium Version 7.7
With an easy-to-navigate, unique Web-based design, Millennium meets the sophisticated fundraising software needs of large organizations including universities, hospitals, foundations and museums. Manage campaigns and events, track donors, and create reports quickly and easily with this donor tracking software.
Millennium version 7.7 has added many great new features to its already strong core of functionality, including:
- New Visual Analyzer Module
The Visual Analyzer allows you to create customizable dashboards containing relevant metrics from the Millennium database. This business intelligence tool allows you to slice and dice your data, providing your staff the information they need in an easy-to-understand graphical format to develop effective fundraising strategies and make timely, informed decisions. The intuitive navigation simplifies use for the average end-user to provide instant analysis. Manage results of multiple campaigns and compare giving trends over time; review giving by constituent type and review demographic data; analyze solicitation cycles as a whole or by Prospect Manager; determine win-loss ratios, and more with Visual Analyzer. - New Donate Now and Sage Payment Solutions (SPS) Functionality
To enhance the functionality of Donate Now, users have new options for flexibility and customization. The Donate Now form can be customized, and the module can now accept sustainer pledges or permit your constituents to specify campaigns for their donations. Constituents using the Donate Now form have the option to “Choose an Existing Account” when returning to your site, and select payment information saved from previous contributions. Options to automatically void transactions in SPS when they are voided in Millennium have been added, as well as the ability to have multiple merchant accounts. - Customer-Requested and Ease-of-Use Enhancements
One of the core strengths of Millennium is its ease of use, and Millennium version 7.7 continues this commitment. For example, the Advisory feature has additional options for gifts, mass deletions of Advisories, and the ability to set Advisories on a worktable. The Advance Data Examiner features the addition of constituent relationships and the ability to display all addresses for comparison. “Snapshot” screens can now be created for concise data and users can customize their own “Snapshot” display. New fields have been added to several different data tables for enhanced customization, and all search results screens can be customized as well.
For a full list of enhancements and new functionality for Millennium 7.7, or to see a product demo, contact Erin Shy at erin.shy@sage.com.
What's New in Sage Fundraising 100 – Rainbow Edition version 7
Developed in partnership with United Way, Sage Fundraising 100 – Rainbow Edition fulfills the unique fundraising software needs of United Way organizations across North America. Version 7 is packed full of new features and enhancements, adding to its already strong core functionality.
- New Volunteer Management
Build detailed Volunteer Profiles that include skills, availability, preferences, wish lists, and other details about 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 further facilitate the courting and grooming of volunteers for board involvement, Projects & Tasks can be linked to Volunteer Profiles, Opportunities, and Placements. - New Grants Management Enhancements
Several enhancements make grants management in Sage Fundraising 100 – Rainbow Edition 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. You can now set Criteria on Grant Proposal Years using the same Default Year functionality previously only available on Campaign Year. New time-saving features enable you to take “mass” actions in the database to fill disbursements using disbursement timing codes, add approval steps using a model, edit existing decision approval steps through an import file, and edit allocation disbursement timing codes. 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 linked to projects or receivables, and the new Endowment Type Totals report helps you monitor your endowments and allocations. - Grids and Integration to Microsoft Office
In version 7, the Pledge and Gift view grids are expanded to include additional columns for receivable data fields. All grids now share powerful new Grid Options; you can export data from grids directly into Microsoft Excel spreadsheets, manage the order of columns and hide columns. In addition, the integration between Projects and Tasks and the Microsoft Outlook Calendar and Tasks has been enhanced to keep you and your staff on track. - Addresses and Mailings
The Address View now boasts built-in Google Maps integration and Easy Letter functionality. Google Maps integration allows you to view the selected address on a Map and even get directions between multiple addresses. With just one click, Easy Letter takes you into a Microsoft Word document that is pre-formatted with your constituent’s Name and Address using your organization’s letter template.. - Mass Adds for Attributes, Notes, and Tasks
You can now Mass Add Attributes and Notes to any source that has Extras. All fields are available, including Alert settings. - Import Enhancements
Functionality has been added to allow you to preprocess and import Sage Payment Solutions Donate Now credit card transactions into Sage Fundraising 100 – Rainbow Edition. In addition, receivable imports 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. - Customer-Requested and Ease-of-Use Enhancements
Now you have even more freedom to use Sage Fundraising 100 – Rainbow Edition in the way that works best for your organization. A new utility enables users to mass-edit record ownership to a new owner—ideal for when a new employee takes on the duties of a previous employee. User Favorites has increased to 20 items, giving one-click access to more of your commonly used features. Additional reporting flexibility gives you the ability to integrate AdHocs into the canned reports menu, as well as use an enhanced Fund Code Picker and several new AdHoc/Criteria sources. Also, you can now easily spot delays in pledge payments with user configurable color coding of the Pledge View based on pledge collections status.
For a full list of enhancements and new functionality for Sage Fundraising 100 – Rainbow Edition version 7, or to see a product demo, contact Kelley Murphy at kelley.murphy@sage.com.
What’s New in Sage Fundraising 100 version 7
Powerful and user-friendly, Sage Fundraising 100 offers mid-sized to large organizations a full suite of integrated modules for effective management of communications and relationships; tracking contacts and prospects; and managing tributes, events, volunteers, endowments, and more. Version 7 delivers the following new features and enhancements:
- 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.
For a full list of enhancements and new functionality for Sage Fundraising 100 version 7, or to see a product demo, contact Kelley Murphy at kelley.murphy@sage.com.
