Zobrio

Colleen White

Zobrio University MIP: Budget Tools

Join us as we explore MIP’s budgeting tools and how to use them as part of your budgeting process. We will cover: Set up: budget versions, budget controls, critical segments Data entry options: manual entry, import from CSV file, budget module Reporting: posted & unposted transaction reports, detail budget/actual transactions, Summary budget comparison, budget worksheets

Recorded Zobrio U Webinar: MIP Basics and Refresher Pt. 2

In this session of Zobrio U we will be expanding on the first MIP Basics and Refresher webinar. Join us for this quick 20-minute webinar. We will be covering advanced financial report functions that will allow you to customize your Financial Statements.  Zobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As …

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Recorded Zobrio U Webinar: Financial Edge Excel Plug-ins

In this webinar, we will show you how to create and upload Journal Entry batches directly from Excel. This webinar will also reveal how you can maximize your efficiency and work with both new and revised budget scenarios directly in Excel. Other key topics we will uncover: How to activate and install the Blackbaud FE NXT plug-insHow to create and …

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The Advantage of Letting Your Financial Edge NXT Support Do Your Installation

We’re all familiar with the annoyance of purchasing something that requires extra set-up or support. And when you call the 1-800 number, you’re usually forced to talk to an automated service that leaves you loudly enunciating the words “Representative!” It’s time to make the whole process, of purchasing and ongoing support for Blackbaud Financial Edge …

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SARA: The Software That Saves You Hours of Answering Questions

SARA, Searchable Accounting Retrieval Assistant, is an online software service that allows the public to view your organizations A/P financial data. Zobrio developed this online software service to help reduce the call volume for financial data inquirers and to provide greater public transparency for your organization.The greatest benefit is for offices that receive Freedom of …

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Abila MIP Case Study In Callaway County, MO

Abila MIP Fund Accounting has quickly become a popular fund accounting solution for government offices. Abila MIP gives government offices the freedom to build a customized system to meet their specific mandated needs while maintaining the flexibility to add more advanced modules as your organization grows.Callaway County, MO needed to update their fund accounting software due …

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Zobrio Cash Management Success

 Zobrio’s Development team continues to work hard to make Zobrio Cash Management an amazing tool to streamline tracking crash within your organization.We’ve had a lot of success in the Boston market recently and want to highlight some of the our new ZCM users:Town of Franklin, MATown of Sutton, MATown of Hatfield, MAJim Dacey, the Town …

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Are You Prepared For A Ransomware Attack?

Ransomware has steadily increased in the United States over the past couple of years. It’s basically a way for internet criminals to hold your servers, files, or computer hostage until you pay a predetermined price. And even when you do pay the ransom, you’re not guaranteed to receive all your files unharmed. It sounds like …

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OFFICIAL: Blackbaud Announces Fundware End Of Life

The first thing you need to do is not panic. You’ve likely already been notified by Blackbaud that they’ll be ending support to Fundware. You’ve probably also wondered what to do next. It’s okay to relax! Zobrio has handled 100s of Fundware upgrades over the years. We can help! So, now that you’ve caught your breath, …

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Zobrio Cash Management Added To The Abila Marketplace

Zobrio and Abila are officially announcing the addition of Zobrio Cash Management on the Abila MIP Marketplace. Now that Zobrio Cash Management is fully integrated into the MIP ecosystem, user will be able to add industry leading automatic bank reconciliation, full audit trails and more to their functionality Read the press release: Zobrio Cash Management Added …

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Zobrio To Once Again Provide IT Services To NCAA Basketball Tournaments

March Madness is swiftly approaching which brings a sense of anticipation for formulating the perfect bracket. Similarly, the behind the scenes teams are busy formulating their plans for a tournament run. Whether it’s the venue, the networks featuring the event, or even the janitorial crew, there is an immense amount of behind the scenes action …

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Business Solutions Magazine Highlights Zobrio IT and Managed Services

We’re having one of those moments where you don’t quite want to come off as boasting, but you just can’t help it. Ok… We can’t hold it in any longer – Business Solutions Magazine recently stopped by our offices to talk about how modern Managed Services companies should approach their customer’s needs. While we were …

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The IRS Extends The ACA Reporting Deadline

Good news for everyone scrambling to complete their first Affordable Care Act reporting! The IRS has extended the deadline for distributing and filing 1095-B and 1095-C forms. This will allow everyone extra time to compile the information needed to complete this new process and file in a timely manner. OLD DEADLINE NEW DEADLINE Deadline to Distribute forms …

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Abila MIP Does Mobile

You may have seen an Abila MIP demo before. You may even currently use Abila MIP (good for you!). But we’re always surprised by how many people aren’t aware of MIP’s mobile capability. You can get a great visual of what it looks like in this video. MIP Mobile promo from Abila on Vimeo. Want …

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Windows Server 2003 EOL – The Aftermath

Microsoft ended support for Windows Server 2003 on July 14, 2015. The momentous day has come and gone, and yet millions of outdated servers remain operational. With so many still in use with large and small organizations, why haven’t companies migrated to new servers? Often, it’s for the reasons below: Time consuming – Typical migration can …

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Zobrio Cash Management Case Study: Town of Marshfield

If slow, tedious bank reconciliations are something you’ve become overly familiar with, read about how Zobrio Cash Management can save your organization up to 40 hours a week. The Town of Marshfield, Massachusetts was manually processing data using spreadsheets for all their receipting, payroll and vendor disbursements, along with any other transaction that hit their general ledger. …

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Windows 10 – Should You Rush Into an Upgrade?

With the known flop of the Windows 8 launch in 2012, Windows users weren’t expecting for things to get much worse. So when Microsoft announced the release of Windows 10, the response was mixed. While some users adapted to Windows 8 by purchasing more touchscreen devices, others developed a deep hatred for the OS because …

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How The Affordable Care Act Affects Non Profit And Government Employers

It’s the question that has been repeated by nearly every one of Zobrio’s accounting support clients – “How does the Affordable Care Act (ACA) affect my office?” If we had to guess, you’re probably wondering the same thing. While the short answer to that question is “it depends” what is definitely going to affect everyone …

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New IT Clients In St Louis and Illinois

Our IT Support and Managed Services continues to grow in St Louis and throughout Illinois. Attribute it to knowledgeable and approachable technicians, happy clients and our partnerships with Dell, Microsoft, HP, and Lenovo. Our specialty is customizing a solution to fit your businesses environment. That leads to efficient processes and in-your-budget pricing. Expect to see …

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More Fundware To Financial Edge Upgrades in preparation for EOL

Just to be absolutely clear, there has been no announcement for a Fundware Sunset or End Of Life as of the posting of this article. However, as everyone knows, it will come someday. And when it does, Zobrio is the leading consultant for non profits and government offices to make the move to Financial Edge. We …

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The Fund Accounting Software Waiting Game

Replacing your office’s fund accounting software is easier said than done. After all, there’s quite a bit of information flowing through that old software everyone’s been working on for the past 20 years. But these days, with compatibility continuing to deteriorate, maintenance costs going up and everyone having to tiptoe their way through a dated …

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Zobrio’s Customer-base Is Growing

Just like the blooming spring season, Zobrio is bringing in new clients. We attribute this constant growth over 25 years in the business to maintaining our customer-centric approach with every client. We take the time to acknowledge our new clients because, like most people, we’re excited about starting a new relationship. Welcome to four new clients: Aurora …

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Behind The Scenes Of The Missouri Valley Tournament

A lot goes on behind the scenes at major sporting events; whether it’s the guy who updates the score board or photographers taking action shots of players, we don’t usually see all the aspects that go into making such a big event happen. St. Louis recently hosted the nationally broadcasted Missouri Valley Conference at the …

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Major Disaster Recovery And St Louis IT Support

Benjamin Franklin must have spent a decent amount of time thinking up quotes because this one is great: “By failing to prepare, you are preparing to fail.” Everyone would likely agree that this is sound advice, but there’s one thing that people seem to rarely prepare for – natural disasters. It’s just one of those things people don’t …

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Zobrio Continues to Expand, Partnering with Three New Clients

2015 started off as a year of forging new partnerships! Since 1987, Zobrio has worked with hundreds of clients to help them navigate the complexities of accounting and finance, using a broad array of fund accounting, cash management, billing, paystub and managed services to meet their unique challenges and needs. Today, Zobrio is happy to welcome three new …

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The Twilight of Fundware: Finding a Modern Fund Accounting Platform

Let’s face it: Fundware is old. For more than 27 years, Fundware has helped eliminate financial management pressures. More than 4,000 organizations have relied on it to track, manage and report on grants, funds, programs, projects and much more. While it has been updated over time, it’s beginning to show its age. THE BENEFITS OF …

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Four Signs Your Current Fund Accounting Can’t Support Your Growth

When you were a one-person nonprofit, you did all of your accounting by hand. It was easy because you had complete control of all your finances. Then you added a couple people and decided to get a very basic fund accounting program. But now, you’re in charge of 100 people around the globe managing complex …

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Six Signs Your Nonprofit is in Financial Trouble

Nonprofits generally run on lean, overworked staff. Instead, most of the money coming into the organization goes – or at least should go — toward improving society in some way. But amid trying to change the world for the better, nonprofits occasionally find themselves in financial distress. Many times, the signs of financial problems show …

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Four Myths About Cloud-Based Fund Accounting

The Cloud. Once nothing more than an industry buzzword, it has now transformed modern accounting, delivering powerful fund accounting applications to the masses in ways not possible from on premise platforms. But with the rise of cloud-based accounting, myths have taken root. We get it – accounting systems inherently house sensitive information. But, that doesn’t …

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Windows Server 2003 End-Of-Life Quickly Approaching: What’s Next?

Continuing to rely on Windows Server 2003 after its end-of-life date is a disaster waiting to happen. This is one of the most predictable and preventable security issues of 2015. Zobrio offers some considerations to remember as the deadline rapidly approaches. Microsoft will officially end support for Windows Server 2003 on July 14, 2015. The …

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Recorded Webinar: Abila MIP W2 And 1099 Processing

Watch Zobrio Senior Application Consultant Richard Pryzma provide a walk through on the annual ritual of W2 and 1099 processing. This short, recorded webinar will enable you to have the fastest W2 and 1099 processing yet! Zobrio University Zobrio University is a series of webinars, articles and white papers that transform you into a solutions …

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Zobrio Welcomes Five New Clients

Since 1987, Zobrio has worked with hundreds of clients to help them navigate the complexities of accounting and finance, using a broad array of fund accounting, cash management, billing, paystub and managed services to meet their unique challenges and needs. Today, Zobrio is happy to welcome five new clients: The National Association of Charter School …

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Three Ways Electronic Cash Management Solutions Can Help Prevent Fraud

Unfortunately, headlines such as “Town Financial Auditor Accused of Stealing Thousands” or “Nonprofit Leader Allegedly Pockets Donor Money” are common. These crimes are ones of opportunity – people are able to walk off with money if it isn’t being properly tracked. Despite all of this, many governments and nonprofit cash management efforts are outdated and …

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Overlooked Financial Indicators for Non-Profit Fund Accounting

Non-profit fund accounting is difficult. From fundraising, to operations to pursuing the social mission of the organization, managers often have to wear a lot of hats. And many nonprofits have extremely limited resources to zealously manage every piece of an organization’s finances. But at the end of the day, the board of directors and major …

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Five Keys to Building Your Nonprofit Millenial Strategy

With 25 years in fund accounting, Zobrio gets to work with some of the smartest nonprofits in the country. While we normally don’t play in the realm of fundraising or grant procurement, we do get access to wonderful strategies from our clients and today we’d like to share some with you. Millennials are giving much …

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Why Monitor?

There’s an old saying that an ounce of prevention is worth a pound of cure. In the IT world, this is proven to be true every day as companies spend significant amount of money and time digging out from outages, data losses and other problems that could easily have been avoided with proper planning. Welcome …

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How to Ask Your Board for New Financial Software

We all know that not-for-profit organizations are often stretched financially, and that every dollar counts. This can make it difficult to buy new pencils for the stock room, much less invest in new software systems. However, having outdated or ineffective financial software can be a “penny wise, pound foolish” situation because the money saved by …

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Find Out What Happened When Cass County, Missouri Took Control Of Their Cash Flow

Cass County is a government entity serving citizens in the Kansas City, MO area. They provide basic government services such as law enforcement, road & bridge maintenance, health services, and 911 administration. In order to provide these valuable services to the public, Cass County has to effectively manage their resources. Two departments within Cass County …

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How The Town of Milton, Massachusetts Streamlined Their Fund Accounting With A Tight Budget

Similar to other Municipalities, The Town of Milton is under severe budget constraints and as a result, software upgrades often get put on the back burner. Their staff was under a lot of pressure to do more with less and even though they realized the many advantages to the new system, they also realized the …

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How to identify when you need new fund accounting software

Let’s face it – most of us wait until the last possible minute to buy anything new, whether it’s a car, a pair of eyeglasses, or even a pen. That’s because it’s human nature to want to get one’s money’s worth out of something that we’ve already paid for. Unfortunately, there comes a time in …

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Zobrio Product Guide

Welcome to the new Zobrio! As part of our new brand, we’ve changed the names of some of our products … but not the quality that you’ve come to expect from us over the last 30 years. Old Name: Zobrio® DN Windows® WTI Systems Client Care Agreement® Zobrio Paystub® WTI Systems IT and Managed Services® …

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