Here is our second blog in our Summer Projects Series | One thing every Accounting Office has in common is that they have unique needs. This is especially true in the details of reporting. Funders increasingly demand measurable results on goals like homes weatherized, clients or students served, meals delivered, number of attendees, and the list goes on and on. Did you know that your Abila MIP Fund Accounting™ software can help you to record and report on these measurable outcomes? User Defined Fields (UDF) may be the perfect answer for you and summer is a a great time time to tackle this project.
There are three categories of UDFs: Master, Transaction Document, and Transaction Line/Detail records.
There are various types of UDFs including selecting a value from a list, currency, date, Yes/No response, number or string. Drop down value lists may be shared with other UDFs. Default values may also be assigned.
Tired of tracking the number of people served separately in Excel? Consider a UDF.
Adding UDFs to your database is a major decision. Having access to a Sandbox database that mirrors your live database is advised for testing purposes prior to impacting your live database. Soft Trac can provide assistance on the creation of a sandbox database for testing purposes.
Soft Trac is a woman-owned business and accomplished team of nonprofit software consultants. We believe in making nonprofits "do good" better.
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