UWRC AccuFund Review

I am very happy with our transition to AF after working in QB for over 30 years. The software fits our needs and I wish more United Ways could afford it.

Pros

We have been using AccuFund now for several years. We switched from QuickBooks because QB couldn't handle Grants Management. I am very happy with the product. The interaction with our AF consultant [SENSITIVE CONTENT HIDDEN] is amazing. He is the best!

Cons

The budgeting module is clunky to work with and seems to have many bugs. The module that allows an employee to enter their time is needed, but just too expensive for us.

PPWI AccuFund Accounting Suite Review July 2020

PPWI's positive experience with AccuFund also includes positive experience with their product support and customer service. Their product support provided the needed organization and product expertise for a successful implementation. Their customer service always responds with 60 minutes and mostly within 30 minutes. They are attentive to our issues and communicate in an manner that in understandable and useful.

Pros

PPWI substantially utilizes only two of the AccuFund modules: the General and Accounts Payable. The standard features of each of the modules provide a good framework for effective and efficient processing of transactions. Also, the ability to customize utilizing elective options such as "Type" allow us to group and / or categorize organizations, transactions, etc. uniquely to our needs. These modules are accompanied with a comprehensive list of standard reports. These standard reports have many filter options which support our reporting needs very well. The reporting features include the ability to easily customize reports as needed.

Cons

PPWI does not utilize the ERP features and / or functionality of AccuFund. We utilize other applications for health care EPM EHR, fund raising, employee resource management (payroll). We utilize AccuFund import / export features extensively to support our batch processing of transactions.

Robust with many features but lots of quirks

Pros

A full suite of modules that are very customizable

Cons

Very unforgiving of errors and not amenable to certain transactions. For instance, invoice cancellation does not release the receiving. Product returns are not supported; i.e., we cannot do negative receiving to match to credit memos. Check voids cannot be reversed although voided checks occasionally clear.

Quality Program for mid-size Non-Profit Agency with multiple Funds

AccuFund makes accounting for multiple funds simple and clean.

Pros

Easy to use. Set-up was free from errors due to excellent Implementation Partner.

Cons

Some reports are difficult to customize.

AccuFund

Pros

Integration with Zoho and Expensify are seamless. Transition from QuickBooks was easy and the transition team is easy to work with.

Cons

Not being able to attach notes to a transaction is the only downside.