Post on 01-Sep-2014
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#AICPANFP
Mobile Apps At Work for Not-For Profit AccountantsPresented by: Brooke Grimes, Sage Nonprofit Solutions@BrookeAGrimes
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Not For Profit Accounting Professionalswith Smart Phones
How are they using them?
98% Email
77% Social Media
20% Productivity
Image taken from: http://www.careerealism.com/millionaires-trait/
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Your Phone Is Your Power Tool
Image taken from: http://www.mcmahons.ie/tools-electrical-safety/power-tools.html
#AICPANFPImage taken from: http://techpix.in/all-posts/wordpress/must-have-softwares-on-pc-for-bloggers/
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“Dropbox is a free service that lets you bring your photos, docs, and videos anywhere and share
them easily.” – Dropbox.com
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Access From Any Device From Anywhere
Image taken from: http://www.techkisses.com/dropbox-acquires-mailbox-for-easier-online-sharing-and-storage/
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How Can This Work For Me?
Collaborate with your board Eliminate crowding in your inboxDecrease “draft confusion” Share large files (ex: program videos) to funders or board membersBe prepared for important meetings or “drive-by” questions
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Dropbox
1.Store files of all types 2.Access files across devices &
around the world 3.Share files to others
#AICPANFPImage taken from: https://play.google.com/store/apps/details?id=com.evernote
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“From saving thoughts and ideas to working efficiently with others, Evernote makes it easy to stay organized and productive.” – Evernote.com
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Compile Notes From Work, Home, & Play
Image taken from: http://www.slashgear.com/evernote-hacked-emails-encrypted-passwords-stolen-02272197/
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Reference Notes on Any Device
Image taken from: http://www.hongkiat.com/blog/evernote-5-new-features/
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How Can This Work For Me?
Reference notes from meetings, conferences, books, and publicationsKeep track of action items, decisions made, and meeting agendas Create a “bright idea” or “wish list”Store “learning moments” along your journey
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“Trello uses a paradigm for managing projects known as kanban, a method that had originally been popularized by
Toyota in the 1980s for supply chain management.” – Trello.com
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Create a Board For Each Project
Image taken from: http://readwrite.com/2012/03/28/trello-online-collaboration-so
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Assign Task Ownership for Team Projects
Image taken from: http://www.mevvy.com/apps/trello/
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Drag & Drop Interface for Easy Management
Image taken from: https://www.facebook.com/trelloapp
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How Can This Work For Me?
Track “to do's” for yourself or a team projectRemember completed tasks or decisions already made Complete performance reviews for your employees
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Trello
1.Create boards for you or a team2.Assign due dates and ownership 3.Drag & Drop with a single swipe
#AICPANFPImage taken from: http://www.prconversations.com/index.php/2011/08/using-twitter-for-pr-events/
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“Twitter is a real-time information network that connects you to the latest stories, ideas, opinions and news about
what you find interesting.” – Twitter.com
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Scroll Twitter When It Works For You
Image taken from: http://www.businessinsider.com/apps-i-use-every-day-2013-2?op=1
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Learn From These Great Tweeters
Your Organization
Top NP News: @Philanthropy - The Chronicle of Philanthropy
Business & Leadership: @HarvardBiz - Harvard Business Review
Accounting News & Thought Leadership: @AICPA – AICPA
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How Can This Work For Me?
Keep track of the message your organization sending to the publicGrow your online presence in the industryRetweet content from others if you are not ready to Tweet on your own yetGather articles and thoughts from others in the industry
#AICPANFPImage taken from: http://androidheadlines.com/2010/12/youmail-unlimited-transcribing-service-give-away.html
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“We answer calls when you can't. Because you're busy. Because your time is valuable. Because you just don't want to talk. Our Visual Voicemail Plus apps provide
voicemail that people actually rave about. Imagine that.” – Youmail.com
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Check Your Voicemail Without Listening
Image taken from; http://www.someecards.com/usercards/viewcard/MjAxMi05NmQ5NzU2YTBjYmYxY2Q0
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View Voicemails in Any Situation
Image taken from: http://forums.androidcentral.com/verizon-htc-thunderbolt/119476-visual-voicemail-doesnt-download-entire-message.html
View voice messages in text format
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Reply to Messages from the App
Image taken from:http://thenoobnews.com/reviews/app-junkie-cannot-take-your-call/
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Other “Power Tool” Apps
Attending AICPA NFP Conference – AICPA NFPTracking Car Mileage – Trip CubbyLearning Something New – TEDCredit Card Processing – Square (Fees $.15 plus 2.75 percent for a swiped card and $.15 plus
3.5 percent for typed-in account information.)
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Sign On & Home Screens
Responsive design allows the app to fit the app to your screen no matter what phone or tablet you use
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Account Balances
View account balances and current activity from any segment in Sage 100 Fund Accounting
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Requisitions
Approve or deny requisitions to communicate with others directly from your mobile device
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Remember: Your Phone Is Your…
Image taken from: http://www.mcmahons.ie/tools-electrical-safety/power-tools.html