Applied Business Services, Inc.

 

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Making the world a better place by helping nonprofits and small businesses with their accounting software and fundraising software needs for 30 years!
 
 
 
ABS Headlines

December - 2011
ABS is recognized by Bob Scott's Insights as a 2011 VAR Stars.     
                      more

November - 2011
ABS is named one of the 2011 Accounting Technology Top 100 Pacesetters in the Industry.     
                      more

September - 2011
ABS is named an Open Systems, Inc. Top Partner for 2010-2011!                           more

August - 2011
ABS is recognized by Accounting Today as Top 100 VAR in the US.     
                      more

March - 2011
ABS is presented with the 2011 IT Hero award by NJAMHAA.
                      more

December - 2010
ABS is recognized by Bob Scott's Insights as a 2010 VAR Stars.     
                      more

November - 2010
ABS is named one of the 2010 Accounting Technology Top 100 Pacesetters in the Industry.     
                      more

August - 2010
ABS is recognized by Accounting Today as Top VAR in the US.     
                      more

 


Sign up for a Free Web Demo of one of our business and accounting software products such as Sage Fundraising 50 or TRAVERSE software.

 

 

To register for classes in Maryland, Washington, DC or Virginia fill out the appropriate registration form listed with the event you wish to attend or fill out the web form below for more information. 

If you're coming to an event at our offices and are in need of a hotel, you can browse this list of nearby hotels.

See photos of the OSI Customer Excellence Conference!

ABS Sage Support Passport Plan is now available.

Date Location Description Notes

February 16, 2012 2:00pm-4:00pm EST

Online 

Sage Fund Accounting Reporting Webinar

 

Email us   Registration deadline 2/1/12

February 22, 2012 2:00pm-3:00pm EST

Online 

TRAVERSE Transaction Allocations Webinar

Email us

February 23 & 23, 2012 

Gaithersburg, MD  

Sage Fundraising 50 Basic Training Class

$400/day for non ABS Clients

$300/day for ABS Clients

Registration form   Registration deadline 2/10/12

March 1, 2012 10:00am-12:00pm EST

Online 

Sage Fundraising 50 Advanced Query Webinar

Email us

March 13th-15th, 2012 

Gaithersburg, MD  

Sage Fund Accounting Core Training Class

$400/day for non ABS Clients

$300/day for ABS Clients

Registration form   Registration deadline 3/1/12
OSAS and TRAVERSE Year End Training Class Recorded from December Online Training Email us
 
Volunteers are often the most valuable asset of an organization. Have you been looking for a better way to ensure their efforts and contributions are noted? In this course, learn how to create a thorough volunteer profile for tracking constituent volunteer activities. Explore the volunteer hierarchy structure which enables establishing links between volunteers and their employers, volunteer projects, and volunteer sites. Also review volunteer management reports. Come learn how to make the most of your most valuable asset!

 

Sage Software Certified Trainer

 

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This is an ideal course for all individuals that produce reports in all modules of the application
  • By the end of this session you will be able to:
     Identify the information available in List, Transaction and Analysis reports
     Use Navigator to quickly access your favorite reports
    View and print default reports
     Modify the content and design of reports
    Filter reports for specific information
    Define date selections for reports

Price for the manual and the class to be announced.

 
Sage Software Certified Trainer

 

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This is an ideal course for all individuals that prepare financial reports and statements.
  • By the end of this session you will be able to:
     Incorporate segment substitution into custom financial statements.
     Incorporate report groups into custom financial statements.
     Create columnar based financial statements and incorporate subtotals.
     Create FAS 117 compliant financial statements.
     Create a statement of activities.
     Create custom charts and graphs.
 
Sage Software Certified Trainer

 

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Attend our webinar and make this year's audit less stressful!
  • Topics to be demonstrated:
    Plan for your audit - All year long!
    Ways to organize your documents for easy retrieval.
    Reports that you should prepare; each month and at year end.
    Schedules that you should prepare; each month and at year end.
Sage Software Certified Trainer

TRAVERSE

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  • Reporting Essentials
    Learn how to:
    Use the "quick" financial statement feature.
    Create basic custom financial statements.
    Use the Drill-Down Analyzer.
    Utilize the default reports and formats.
    Create your own formats.
    Create custom columns and report groups.
Sage Software Certified Trainer

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The Tips & Tricks Webinar will cover a number of useful topics for better utilization of the TRAVERSE software.

Topics to be demonstrated:

Journal Entry Copy Paste from Excel

Preferences

Hot Keys

Favorites

Change IDs

Custom Menu Items

TRAVERSE

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Topics to be demonstrated:

Processing credit card payments

Handling voids

Payment options

TRAVERSE

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Topics to be demonstrated:

Learn how to create contents &  layouts

See how to build a statement

Create batches to speed up month-end processing

Use active statements to drill-down

TRAVERSE

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Learn how to perform a bank reconciliation in the TRAVERSE Bank Reconciliation module.

Topics to be demonstrated:

Entering Bank Entries

Reconciling to the bank

Handling common issues

TRAVERSE

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Learn how Microsoft SQL Server Reporting Services 2008 R2 can provide distributed reports, via the Intranet, Email or File Share utilizing your TRAVERSE database.

TRAVERSE

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TRAVERSE Budget Matrix Software presented by Applied Business Services, Inc.

Are you creating your budgets in Excel and then re-entering them into TRAVERSE once they are approved? The Budget Matrix Enhancement allows you to create and maintain your budgets and forecasts using all of the features of Excel, before automatically importing them into TRAVERSE General Ledger. 

You have the flexibility to spread an annual budget evenly over 12 months, based on percentages recorded on the spreadsheet, or based on the actuals in TRAVERSE.

You can also export actuals (either a full year or partial year) to Excel to begin a new forecast or budget cycle. 

Audit reports are available for the import and export processes, as well as for invalid GL Accounts.

TRAVERSE

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Sage Fundraising 50 Software presented by Applied Business Services, Inc.

Designed for ease of use and affordability, Sage Fundraising 50 (formerly Paradigm) offers supreme value for growing organizations that need a fundraising workhorse. Sage Fundraising 50 supports all core traditional fundraising tactics and outreach programs, including volunteer, member and event management -- to help you reach new ground in donor acquisition, fundraising results and operational efficiency.  Come see it in action!

    • Sage Fundraising 50 helps you target your prospects and solicitations to maximize the rate and level of your results.  
    • The system includes Streamline and Online Gift Processing.
    • Flexible built-in reporting to make monitoring your campaign success easy!

Sage Software Certified Trainer

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  • A week prior to the online training class you will receive a confirmation e-mail that will have a Meeting ID number. 
  • Type this Meeting ID number into the box above the Meet Now button on the right hand side of this webpage. 
  • Press "Meet Now" this will redirect you to another page.
  • Here you will either be asked to download the program or, if you've completed this before will direct you right to the meeting site.
  • Enjoy your online training class!
 

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  • Overview:
    Come Explore the core features of Sage MIP Fund Accounting in this hands-on basic training workshop.  Designed to give new customers the essential knowledge to use Sage Fund Accounting, the class covers an intensive basic training curriculum.  Our training center offers an ideal environment for learning by providing individual computers for all participants.

    The three day class will cover the following topics:
    System Administration
    Accounting Administration & Setup
    General Ledger Transaction Entry
    General Ledger Activities
    Accounts Payable with Electronic Funds Transfer
    Reporting
    Financial Statements
    Budget
    Bank Reconciliation
  • Day 1: System Overview & General Ledger
  • Day 2: Transaction Entry & Budgeting
  • Day 3: Reporting & Financial Reports
  •     

    Sage Software Certified Trainer

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    • Overview:
      These lecture classes are designed to provide a procedural plan with check-lists for year-end closing of OSAS/TRAVERSE applications.
    • Discussions related to each module will cover:
      Considerations before closing
      Processing procedures and posting
      Issues
      Report Printing
      Backups
      Closing Checklists
      Preparing for the New Year and file maintenance
      Frequently asked questions and answers

     

    OSAS

    TRAVERSE

     

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    • TRAVERSE Year-End Training Class:

      This lecture class is designed to provide a procedural plan with check-lists for year-end closing of TRAVERSE applications.

    • Discussions will cover:
      Considerations before closing
      Processing procedures and posting
      Issues
      Report Printing
      Backups
      Closing Checklists
      Preparing for the New Year and file maintenance
      Frequently asked questions and answers

       

    • TRAVERSE Version 11 Introduction:
      The class will focus on the dynamic new functions and intuitive new features of TRAVERSE 11.  This fast-paced class will cover the setup of the TRAVERSE 11 features and an overview of the business processes, including daily functionality and an overview of new reports.

     

    TRAVERSE

     

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    • Overview:
      The class will focus on the dynamic new functions and intuitive new features of TRAVERSE 11.  This fast-paced class will cover the setup of the TRAVERSE 11 features and an overview of the business processes, including daily functionality and an overview of new reports.

    Using Powerful Microsoft technologies like .NET and SQL Server, TRAVERSE Version 11 represents a new approach to business software. It is built on a framework designed to simplify the extension of its functionality, allowing users to personalize, design, integrate and customize the software.

    TRAVERSE

     

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    • Overview:
      The comprehensive 2-day Sage Fundraising 50 Regional Training reveals the true value of your fundraising software investment through expanded product knowledge and skill enhancement that will cultivate fundraising productivity. This extended course offers more in-depth processes and additional hands-on exercises.

      The two day class will cover the following topics:

  • Track Constituent Information
    Capturing key constituent information lets you segment your database and appeal to specific areas of constituent interest and concern within your organization.

    Learn the most effective and efficient ways to record and track valuable constituent information.
    Understand the full capabilities of each file to ensure consistent data entry.
    Become more skillful at the daily task of data entry including important time-saving features.
    Maximize your development efforts as you discover the full potential of Sage Fundraising 50's new Relation file graph, Attribute, Resume, Note, Proposal and Contact files.
    Learn how Sage Fundraising 50's Tickler feature tracks contact dates as well as next steps and due dates regarding your proposals.

  • Gift Entry and Basic Query
    Tracking donations accurately and consistently, and understanding the data-mining process is very important in generating financial and other reports. This section of the course explains the gift structure and querying process of Sage Fundraising 50.

    Obtain hands-on experience with:

    Pledges/Pledge Payments
    Soft Credits
    Gifts in Honor/Memory
    Split Gifts/Matching Gifts
    Gifts with Benefits
    Online Gift Processing/Undo Online Gift Processing
    Bank/Credit Processing
    Sage Payment Solutions
    Quick Gift
    Basic and Full Queries 


  • Basic Reporting, Event and Volunteer Management
    Now that you have learned how to accurately enter and retrieve data from Sage Fundraising 50, the third day of training uses those skills in the processes required for generating effective reports as well as creating and managing events and volunteer activity.

    At the conclusion of this lesson, you will be able to:

    Explain why queries are a critical aspect of generating reports in Sage Fundraising 50.
    Describe the different types of reports and report output options available.
    Understand how to set up a report.
    Utilize Sage Fundraising 50's Quick Features including Quick Print, Quick E-mail and Quick Merge.
    Create event related tables in table maintenance.
    Record event invitations, registrations and guest information.
    Track volunteer activity and hours.
  •  

    Sage Software Certified Trainer

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    • Overview:
      Come Explore the core features of TRAVERSE in this hands-on basic training workshop.  Designed to give new customers the essential knowledge to use TRAVERSE, the class covers an intensive basic training curriculum.  Our training center offers an ideal environment for learning by providing individual computers for all participants. 

      The two day class will cover the following topics:

    • Applications
      Day 1 & 2 Applications and Reporting - TRAVERSE Applications

      General Ledger
      Setup and Maintenance
      Transactions
      Transaction Journals
      Management Reports
      Cash Flow Report
      Financial Statements
      Year End and Periodic Processing

      Accounts Payable

      Setup and Maintenance
      Transactions Entry
      Transaction Journals
      Pay Invoices
      Periodic Processing

      Bank Reconciliation
        Setup and Maintenance

      Clearing Transactions
        Transactions
        Reconciliation Reports and Process

    TRAVERSE

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    • Overview:
      You can look forward to:
      -Well attended sessions on OSAS & TRAVERSE products as well as general business and accounting sessions
      -Networking with other users
      -Information to help you make the best decisions about your options for upgrades and adding new tools

    Photos from the Conference!

    Date: March 2013
    Location: To Be Announced

     

    OSAS

    TRAVERSE

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    Sage Software, the Sage Software logos, and the Sage Software products and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc. or its affiliated entities.
    Open Systems, Inc. is a subsidiary of Open Systems Holdings Corp.
    All other trademarks are the property of their respective owners..

     

     
    Software Specials
    Sage Fundraising 50 Software & Training Bundle

    Limited Time Only $4495!
    Regular Price $5155


    Sage Fund Accounting Software & Training Bundle

    Limited Time Only $4500!
    Regular Price $5345



     
    Serving nonprofits by meeting their accounting software needs for 30 years! 1981 - 2011.
    900 Wind River Lane Suite 102 Gaithersburg, MD 20878 Local: 301-417-2999 Toll Free: 800-451-7447
    Copyright 2009 All rights reserved