The document discusses various mobile apps that can be useful productivity tools for not-for-profit accountants. It begins by highlighting Dropbox, Evernote, Trello, and Twitter as apps that allow users to store and share files, take notes, manage projects, and stay up-to-date on industry news. It then describes the YouMail app for handling voicemails and some other useful apps. Finally, it introduces the new Sage 100 Fund Accounting Mobile app for accessing account balances, budgets, requisitions, and reports from any mobile device.

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Mobile Apps At Work for
Not-For Profit Accountants
Presented by: Brooke Grimes, Sage Nonprofit Solutions
@BrookeAGrimes

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Agenda
The Facts
My Favorite Apps
Sage 100 Fund Accounting Mobile

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Not For Profit Accounting Professionals
with Smart Phones
How are they using them?
98% Email
77% Social Media
20% Productivity
Image taken from: http://www.careerealism.com/millionaires-trait/

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Your Phone Is Your Power Tool
Image taken from: http://www.mcmahons.ie/tools-electrical-safety/power-tools.html

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Image taken from: http://techpix.in/all-posts/wordpress/must-have-softwares-on-pc-for-bloggers/

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“Dropbox is a free service that lets you bring your
photos, docs, and videos anywhere and share
them easily.” – Dropbox.com

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Store Documents, Videos, and Photos
You get
5.0GB of Storage
Free!
You get
5.0GB of Storage
Free!

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Access From Any Device From Anywhere
Image taken from: http://www.techkisses.com/dropbox-acquires-mailbox-for-easier-online-sharing-and-storage/

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Share Files via Email, Social Media and
More

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How Can This Work For Me?
Collaborate with your board
Eliminate crowding in your inbox
Decrease “draft confusion”
Share large files (ex: program videos)
to funders or board members
Be prepared for important meetings or
“drive-by” questions

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Dropbox
1.Store files of all types
2.Access files across devices &
around the world
3.Share files to others

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Image taken from: https://play.google.com/store/apps/details?id=com.evernote

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“From saving thoughts and ideas to working
efficiently with others, Evernote makes it easy to
stay organized and productive.” – Evernote.com

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Compile Notes From Work, Home, & Play
Image taken from: http://www.slashgear.com/evernote-hacked-emails-encrypted-passwords-stolen-02272197/

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Organize Notebooks For Easy Access

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Reference Notes on Any Device
Image taken from: http://www.hongkiat.com/blog/evernote-5-new-features/

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How Can This Work For Me?
Reference notes from meetings,
conferences, books, and publications
Keep track of action items, decisions
made, and meeting agendas
Create a “bright idea” or “wish list”
Store “learning moments” along your
journey

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Evernote
1.Compile notes
2.Organize your thoughts
3.Reference information

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Image taken from: https://trello.com/

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“Trello uses a paradigm for managing projects known as
kanban, a method that had originally been popularized by
Toyota in the 1980s for supply chain management.” –
Trello.com

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Create a Board For Each Project
Image taken from: http://readwrite.com/2012/03/28/trello-online-collaboration-so

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Assign Task Ownership for Team Projects
Image taken from: http://www.mevvy.com/apps/trello/

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Drag & Drop Interface for Easy Management
Image taken from: https://www.facebook.com/trelloapp

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How Can This Work For Me?
Track “to do's” for yourself or a team
project
Remember completed tasks or
decisions already made
Complete performance reviews for
your employees

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Trello
1.Create boards for you or a team
2.Assign due dates and ownership
3.Drag & Drop with a single swipe

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Image taken from: http://www.prconversations.com/index.php/2011/08/using-twitter-for-pr-events/

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“Twitter is a real-time information network that connects
you to the latest stories, ideas, opinions and news about
what you find interesting.” – Twitter.com

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Customize Feed by Following Your Interests

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Scroll Twitter When It Works For You
Image taken from: http://www.businessinsider.com/apps-i-use-every-day-2013-2?op=1

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Learn From These Great Tweeters
Your Organization
Top NP News: @Philanthropy - The Chronicle of
Philanthropy
Business & Leadership: @HarvardBiz - Harvard
Business Review
Accounting News & Thought Leadership: @AICPA –
AICPA

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How Can This Work For Me?
Keep track of the message your
organization sending to the public
Grow your online presence in the
industry
Retweet content from others if you are
not ready to Tweet on your own yet
Gather articles and thoughts from
others in the industry

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Twitter
1.Customize your feed
2.Scroll through your feed
3.Learn key news and trends

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Image taken from: http://androidheadlines.com/2010/12/youmail-unlimited-transcribing-service-give-away.html

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“We answer calls when you can't. Because you're busy.
Because your time is valuable. Because you just don't want
to talk. Our Visual Voicemail Plus apps provide voicemail
that people actually rave about. Imagine that.” –
Youmail.com

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Check Your Voicemail Without Listening
Image taken from; http://www.someecards.com/usercards/viewcard/MjAxMi05NmQ5NzU2YTBjYmYxY2Q0

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View Voicemails in Any Situation
Image taken from: http://forums.androidcentral.com/verizon-htc-thunderbolt/119476-visual-voicemail-doesnt-download-entire-message.html
View voice messages
in text format
View voice messages
in text format

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Reply to Messages from the App
Image taken from:http://thenoobnews.com/reviews/app-junkie-cannot-take-your-call/

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YouMail
1.Check voicemail in any situation
2.View the message
3.Reply to messages

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Other “Power Tool” Apps
Attending AICPA NFP Conference – AICPA NFP
Tracking Car Mileage – Trip Cubby
Learning Something New – TED
Credit Card Processing – Square
 (Fees $.15 plus 2.75 percent for a swiped card and $.15 plus
3.5 percent for typed-in account information.)

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Image taken from: http://www.inspiremecrafts.com/inspireme_crafts/quote_of_the_week/

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Introducing Sage 100
Fund Accounting Mobile!

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Available for Download Here

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Sign On & Home Screens
Responsive design allows the
app to fit the app to your
screen no matter what
phone or tablet you use

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Account Balances
View account balances and
current activity from any
segment in Sage 100 Fund
Accounting

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Budget balances
Create a PDF to send to
yourself or others

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Requisitions
Approve or deny
requisitions to communicate
with others directly from
your mobile device

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View Key reports
Drill down into detail
available for key
reports

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Remember: Your Phone Is Your…
Image taken from: http://www.mcmahons.ie/tools-electrical-safety/power-tools.html

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Image taken from: https://www.facebook.com/LGBTQ