Next Wednesday, December 19 at 11 a.m. ET, we will be having a Webinar to talk about the process of installing the Year-End Service Bulletin and processing 1099s.  This will be a great opportunity to be refreshed on how to create vendor 1099s and a great opportunity to learn about the new menu item to [...]

If you use the Payroll module in FundWare, you need both the Payroll Toolbox and the Year End Service Bulletin.   Both the 2013 Payroll Toolbox and the 2012 Year End Service Bulletin are in the works and are tentatively planned to be released by December 31st.  When you are able to download, make sure the [...]

With the change to the way tax forms are printed mentioned in my previous blog post, there will not be a change to which forms are needed, only a change to the process.  You will still be able to purchase the needed blank perforated forms from our Forms Department. These will be the same forms [...]

With the release of FundWare 7.70 for 64-bit compatibility, updates to the Forms Manager needed to be done to make it compatible with 64-bit operating systems.  In fact, The Forms Manager as we’ve known it will no longer be used for new tax forms.  Once the 2012 Year-end Service Bulletin (YESB12) has been installed there [...]

Year-end is a great time to plan for training!  Let us sweeten the deal for you with a few promotions! 20% off any online and/or regional classroom events: Does not apply to Learn Subscriptions, CRM or Onsite Training.  Must consume training by 12/31/12. To redeem, visit Training Central, register for your desired course and enter this [...]

Not everyone takes advantage of adjustment or reclass date periods in FundWare.  A lot of people aren’t aware these are available! Adjustment periods are used when you would like to separate auditors or Year-End adjustment entries from those you have made with your normal postings.  When General Ledger Reports are run at year-end, you can [...]