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McGovern Consulting Group Applications & Integration

McGovern Consulting Group provides integration assistance with all forms of transaction types for your Sage Fund Accounting Solution. McGovern Consulting Group will provide you with a standard template that defines all the fields necessary to import that transaction type and the layout of each of the fields into your Sage Fund Accounting system. McGovern Consulting Group then works with you to review each field and determine whether or not it is a necessary field or a field that can be eliminated or defaulted. 

 
With Integration Assistance you will receive:
  • The file Layout
  • Customization of the file to work with your Chart of Accounts
  • Consulting Services on which elds are necessary and which fields can be eliminated or defaulted
  • Testing on a sample file
  • Training on the Import Process
  • How to address error messages as a result of import failures
  • A Checklist of the Steps required for Importing transactions 

MCG Budget Calculator

Do You: Struggle getting your budget into Sage Fund Accounting? Prepare your budget in Excel before re-entering it manually into Sage MIP Fund Accounting? Spread the budget by 12 months equally for most accounts?
 
The McGovern Consulting Group developed an Excel based workbook tool to help streamline the preparation and entry process into Sage Fund Accounting! Just answer a few questions, enter the annual amounts and your budget is ready for import into Sage Fund Accounting.
 
The Budget Calculator Allows Users To:
  • Use your own financial statement format or grouping of accounts
  • Unlimited number of subtotals by Rows and by Columns
  • Data validation and error report generation prior to importing budget transactions
  •  If your budget has already been prepared in Excel, simply copy and paste it into the budget tool
  • Eight user definable fields to be used during the import process (these could include segments of the chart of account, user defined fields, descriptions, or other miscellaneous items, such as Program Manager names
  • Works with any Budget Version tracked in Sage MIP Fund Accounting
  • Auto generates the Session ID prior to import
  • Unlimited number of account code combinations
  • Flexible date ranges allow for grant cycles and budget entries overlapping fiscal years 

 

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Cleared Check Import

Integrate your Organizations Bank’s Cleared Check File into Sage Fund Accounting Bank Reconciliation Module 

With this integrated application, you will no longer need to manually select and clear checks in the Sage Fund Accounting Bank Reconciliation Module. Using the Check Clearing Teammate from the McGovern Consulting Group you will download that month file from the bank (either a text file or a CSV file),  then the file is processed and prepared for Import into the Bank Reconciliation Module of Sage Fund Accouting. 
 
Benefits:
  • Works seamlessly, and can work with all banks
  • Validates that the checks exists in the system
  • Works with multiple accounts at the same bank – (as long as there are different GL account numbers in Sage Fund Accounting).
  • Validates that checks have not already been cleared
  • Validates that check number and amount of check match the bank file
  • Allows you to set the date that checks are cleared in the system
 
This process will clear any check that has been processed through the system or manually entered and the document number matches the number used by the banking Institution. Items that will not be cleared through this process include EFT’s or other items in which the document number is not the same number used by the Banking Institution.  
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Membership Software Integration

Is your organization using a membership software?  If so, are you manually entering information into Sage Fund Accounting? Well stop!-- We have an interface that will eliminate the manual entry. 

  • DAXKO
  • Trinexum
  • eFinesstri
  • And Many Others
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Customized Report Generation

Sage Fund Accounting has a very flexible report writer, but occasionally there are requirements that cannot be achieved directly through the system. Sometimes, it is special formatting and other times it is combining data from various sources-- either way we have a method to achieve these reports. We have a portfolio of reports generated through crystal that improves efficiency and ensures accuracy of data. 

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