Applied Business Services, Inc.

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

November - 2009
ABS is recognized by Accounting Today as Top-Notch VAR.     
                      more

November - 2009
Open Systems Announces Release of TRAVERSE Version 11     
                     more

June - 2009
ABS is named the Open Systems, Inc. #1 Partner for 2008-2009!      
                     more

April - 2009
ABS is recognized by Accounting Technology as Top 100 VAR.     
                      more

December - 2008
ABS is named one of the 2008 Accounting Technology Top 100 Pacesetters in the Industry.     
                      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.

• 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.

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.

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!

• 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!
  

• 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 MIP 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 four 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
  Accounts Receivable Reporting & Billing
  Reporting
  Financial Statements
  Budget
  Bank Reconciliation

Day 1: Systems Administration, Accounting Administration & Setup
The core training begins with the Application's Accounting setup in Administration and addresses database management, housekeeping, and security.  Participants will be introduced to the table-driven chart of accounts' structure and the different segments used in the training database.

Learn how to:
Set up accounting, organization, and workstation preferences.
Create and Manage and organizational database.
Set up users and grant security rights to Administration, Accounting, and Payroll.
Use the bank reconciliation module to reconcile bank accounts.
Use helpful reports and troubleshooting tips to get the most out of your software.

Day 2: Essential Transaction Entry and Accounts Payable
Day two covers the basic transaction entry process using the General Ledger module, with a focus on entering normal cash receipt and cash disbursement entries. It also covers the complete accounts payable process, from setting up vendors to printing 1099's, and procedures for closing the fiscal year.

Learn how to:
Use each auxiliary button.
Change session information, access offset and distribution codes, and enter beginning balances and year-end adjustments.
Create default transaction reports.
Use the online Check Writing and Receipt Writing features.
Void checks, copy or reverse sessions and edit system-generated checks.
Set up and run many of the Accounts Payable reports.

Day 3: Essential Budgets and Accounts Receivable
This class covers all aspects of using the Budget, the Accounts Receivable Reporting, and the Accounts Receivable Billing modules.

Learn how to:
Create invoices, print invoices, and prepare and print statements.
Use other important transaction-entry functions.
Use reports offered in the Accounts Receivable Reporting Module.
Create, modify, and transfer a completed budget worksheet.
Use budget reports.

Day 4: Reporting Essentials
Learn how to:
Use default reports and create custom reports.
Use list type, transaction type, and trial balance reports.
Understand the differences between the general ledger analysis reports.
Create an expanded general ledger.
Use the "quick" financial statement feature.
Create basic custom financial statements.
Use the Drill-Down Analyzer.

• 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

• 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.

• 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.

• 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.

• 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

• 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
  -A great stay in exciting Las Vegas, filled with good times and new friends

  Click on the following links to view the 2010  OSAS Session Descriptions, TRAVERSE Session Descriptions and Conference FAQs (PDF files):

Photos from the 2009 conference coming soon.

Photos from the Conference!

• Peter and Maureen

• Renee and Sheri

• June, Julia, Peter, Ernie and Maureen

• Elores

• Elores and Rick

• Rick, Linda and Elores

• Rick

• Peter, Maureen and Ernie

• Happy ABS Clients!

Date: September 22-23, 2010
Location: South Point Hotel & Spa, Las Vegas, Nevada

Hotel booking information for the 2010 conference is coming soon!

Limited Time Only $4495!
Regular Price $5155

Limited Time Only $4500!
Regular Price $5345