{"id":108442,"date":"2025-02-25T04:30:27","date_gmt":"2025-02-25T04:30:27","guid":{"rendered":"https:\/\/peraltafinancing.com\/accounting\/energized-charity-apps-energized-accounting\/"},"modified":"2025-02-25T04:30:27","modified_gmt":"2025-02-25T04:30:27","slug":"energized-charity-apps-energized-accounting","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=108442","title":{"rendered":"Energized Charity Apps &#8211; Energized Accounting"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div itemprop=\"text\">\n<p>Software applications (\u201capps\u201d) are like people: \u00a0the more connected, the more powerful! \u00a0The hosting of apps on internet servers (\u201ccloud computing\u201d) has opened up a rich world of connected applications that allow your transactions to flow without manual intervention.<\/p>\n<ul>\n<li>Invoices are downloaded, coded, and posted into the accounting system,<\/li>\n<li>Payments are suggested, submitted for approval (by a person!), and paid without printing a single cheque,<\/li>\n<li>Email campaigns are planned, executed, and followed up without having to pull together a list.<\/li>\n<\/ul>\n<h3>Recommended Apps<\/h3>\n<p>Many Canadian charities use QuickBooks as their accounting system. \u00a0Here is my list of recommended apps, based on experience and knowledge of the software developers:<\/p>\n<ul>\n<li><strong>Hubdoc<\/strong> \u2013\u00a0<a href=\"https:\/\/appcenter.intuit.com\/hubdoc\">https:\/\/appcenter.intuit.com\/hubdoc<\/a> \u2013 is a Toronto based system that fetches invoices from suppliers, lets you scan \/ email invoice scans, and has its own cell phone app so you can take pictures of invoices and receipts as well. \u00a0The advantages to charities are:\n<ul>\n<li>Replacing filing cabinets with scanned images you can access from within QuickBooks at any time<\/li>\n<li>Giving volunteers an easy way to submit expenses (without losing bits of paper)<\/li>\n<li>Speeding up audits by connecting directly to the original source documents selected by the CRA or financial auditor<\/li>\n<\/ul>\n<\/li>\n<li><strong>Sumac<\/strong> \u2013\u00a0<a href=\"https:\/\/appcenter.intuit.com\/app-b7qkiupntt\">https:\/\/appcenter.intuit.com\/app-b7qkiupntt<\/a> \u2013 is a Toronto based fundraising package that will track donors, manage fundraising campaigns, issue receipts, and connect with your web site. \u00a0What I particularly like about it is the pricing that gives small charities a break. \u00a0It also has a large number of add-on packages to handle additional functions, such as:\n<ul>\n<li>Grant Management,<\/li>\n<li>Course Registration, and<\/li>\n<li>Auctions<\/li>\n<\/ul>\n<\/li>\n<li><strong>Method:CRM<\/strong> \u2013\u00a0<a href=\"https:\/\/appcenter.intuit.com\/method-crm\">https:\/\/appcenter.intuit.com\/method-crm<\/a> \u2013 is a Toronto Customer Relationship Management developer that is much more than a CRM system. \u00a0It is actually a development platform that allows end users to create their own system without programing. \u00a0It also has a powerful deep synchronization with QuickBooks that allows both systems to update each other in real time. \u00a0Method allows you to have the revenue generation of support available from a CRM, as well as the custom system you need for tracking clients \/ participants, all in one powerful system.<\/li>\n<li><strong>Telpay<\/strong> \u2013\u00a0<a href=\"http:\/\/www.telpay.ca\/\">http:\/\/www.telpay.ca\/<\/a><\/li>\n<li><strong>Plooto<\/strong> \u2013\u00a0<a href=\"https:\/\/appcenter.intuit.com\/plooto\">https:\/\/appcenter.intuit.com\/plooto<\/a> \u2013 Telpay (Winnipeg) and Plooto (Toronto) are both payment systems, with Telpay having lots of QuickBooks Desktop experience and Plooto working with the online version. \u00a0Both offer the ability to set up and pay vendors (corporate and personal), as well as handling pre-authorized debits from bank accounts. \u00a0Because many nonprofit officers are volunteers, being able to approve the payments without having to come in a physically sign the cheque is a major time saver for many charities.<\/li>\n<\/ul>\n<p>There are many other apps for a variety of purposes, but these are the ones I consider for most new clients. \u00a0Please leave a comment about your favourite apps!<\/p>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Software applications (\u201capps\u201d) are like people: \u00a0the more connected, the more powerful! \u00a0The hosting of apps on internet servers (\u201ccloud computing\u201d) has opened up a rich world of connected applications that allow your transactions to flow without manual intervention. Invoices are downloaded, coded, and posted into the accounting system, Payments are suggested, submitted for approval [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11759],"tags":[12843,11276,6720,27944],"dealstore":[],"offerexpiration":[],"class_list":["post-108442","post","type-post","status-publish","format-standard","hentry","category-accounting","tag-accounting","tag-apps","tag-charity","tag-energized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Energized Charity Apps - Energized Accounting - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=108442\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Energized Charity Apps - Energized Accounting - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Software applications (\u201capps\u201d) are like people: \u00a0the more connected, the more powerful! \u00a0The hosting of apps on internet servers (\u201ccloud computing\u201d) has opened up a rich world of connected applications that allow your transactions to flow without manual intervention. 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