Zobrio

Tamara Boyd

Recorded Zobrio U: MIP Calendar Year-End Preparation

Year end processing has come. In this session we will discuss: Payroll preparation checklist items to considerACA reporting requirements overview More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part of the Zobrio Client Care system, each class offers tips and instructions on your …

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Recorded Zobrio U: Financial Edge Calendar Year-End Preparation

Year end processing has come. In this session we will discuss: Payroll preparation checklist items to considerACA reporting requirements overview More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part of the Zobrio Client Care system, each class offers tips and instructions on your …

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Recorded Zobrio U: MIP AP Voiding and Purging

In every accounts payable system the time will come when a payment needs to be removed. Perhaps the check was never received, the amount was wrong, or the invoice should have never been paid. We will identify the key considerations and procedures for correcting these situations. During this 20-minute webinar, we’ll show you: How AP …

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Recorded Zobrio U: Financial Edge AP Voiding and Purging

In every accounts payable system the time will come when a payment needs to be removed. Perhaps the check was never received, the amount was wrong, or the invoice should have never been paid. We will identify the key considerations and procedures for correcting these situations. During this 20-minute webinar, we’ll show you: How AP …

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Recorded Zobrio U: MIP Reporting Annual Vendor Payments

Are you subject to a mandate to publicly report annual vendor payments above a certain amount?  In this 20-minute ZU session, we will show you the reporting options available to you in MIP. More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part of …

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Recorded Zobrio U: Financial Edge Reporting Annual Vendor Payments

Are you subject to a mandate to publicly report annual vendor payments above a certain amount? In this 20-minute ZU session, we will show you the reporting options available to you in Financial Edge. More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part …

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Recorded Zobrio U: Financial Edge Fraud Prevention Techniques – Financial Systems Controls

It might surprise you to learn that fraud is not always committed by those who are new to the company. Studies show that 53% of fraud is committed by those employed more than five years.  This is one of the many things you will learn in this short 20-minute webinar on fraud prevention techniques. We …

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Recorded Zobrio U: MIP Fraud Prevention Techniques – Financial System Controls

It might surprise you to learn that fraud is not always committed by those who are new to the company. Studies show that 53% of fraud is committed by those employed more than five years.  This is one of the many things you will learn in this short 20-minute webinar on fraud prevention techniques.We will cover …

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Recorded Zobrio U: Financial Edge Journal Entry Batches – Corrections, Copying and Recurring Entries

Journal entries are important to every accounting process. They can be time-consuming, but there are ways to streamline the process. In this 20-minute webinar, we will discuss time savers for: Copying bathes or rowsGlobal corrections and reversalsCreating and using recurring batches More about Zobrio UZobrio U is a series of webinars, articles and white papers …

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Recorded Zobrio U: MIP Journal Vouchers – Corrections, Copying, Recurring Entries

Journal vouchers are a part of every accounting process. They can be time-consuming, but there are ways to streamline the process. In this 20-minute webinar, we will discuss time savers for: Copying a posted document for a transactionCopy and entire A/P invoice sessionCreating and using recurring documents         More about Zobrio UZobrio U is a series …

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Success Story: International Commission

Expert Financial Edge NXT Implementation and Consulting International Commission’s goal is to equip and enable believers worldwide through support, education, training, evangelism and discipleship. As a faith-based nonprofit that ­relies on donations, International Commission chose to implement Blackbaud Raisers Edge and Financial Edge for their fundraising and fund accounting needs. After significant delays and roadblocks …

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Zobrio Announces the Launch of Zobrio Actionable Intelligence (ZAI) at BBCON 2019

FOR IMMEDIATE RELEASE October 7, 2019 | St. Louis, Mo. – ZOBRIO is excited to announce the launch of Zobrio Actionable Intelligence (ZAI), an ecosystem of modular software solutions developed specifically to solve many common business issues for the non-profit and government sectors. ZAI fully integrates with Blackbaud’s Financial Edge fund accounting platform and adds …

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5 Fund Accounting Benefits Proven to Increase Your Nonprofit’s Success

Nonprofit accounting is a unique beast to tackle. Unlike profit-minded businesses, nonprofits focus on obtaining the funds they need to further their mission. For organizations like yours, making money takes a backseat to making a difference in the world. However, that doesn’t mean money isn’t important for nonprofits. Without funding, it’s impossible to work towards …

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Recorded Zobrio U: Preparing your Data for ACA Reporting

It’s never too early to get ready for the ACA Reporting Requirements. This fast-paced webinar will help you avoid the year-end rush and step you through what you need to do to prepare your data ahead of time. Here’s what is covered in this webinar: What employers are required to file and when.Start prepping your …

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Recorded Zobrio U: MIP AP Payment Voids and Corrections

In the life of every accounts payable system the time will come when a payment needs to be removed. Perhaps the check was never received, the amount was wrong, or the invoice should have never been paid. We will identify the key considerations and procedures for correcting these situations. During this 20-minute webinar, we’ll show you: …

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Recorded Zobrio U Webinar: Financial Edge AP Payment Voids and Corrections

In the life of every accounts payable system the time will come when a payment needs to be removed. Perhaps the check was never received, the amount was wrong, or the invoice should have never been paid. We will identify the key considerations and procedures for correcting these situations. During this 20-minute webinar, we’ll show you: …

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Success Story: Prevention First, Illinois

Any Time, Anywhere Access, Reporting Functionality & Stellar Support Located in the capital city of Illinois, Prevention First is a nonprofit training and resource ­center specializing in the prevention of substance abuse. They are a resource to the state for critical training, technical assistance and resource materials and have helped ­countless prevention specialists, schools and …

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Lessons From the Largest Municipal Fraud in U.S. History

A Lesson on Fraud Prevention It’s easy to get complacent and think that fraud only happens in big cities. The documentary All the Queen’s Horses detailing the infamous actions of former city comptroller of Dixon, Illinois, is a somber reminder that fraud could happen anywhere, no matter the size of the municipality or town.   …

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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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Recorded Zobrio U Webinar: Financial Edge AP 1099 Invoicing

This webinar discusses capturing AP invoice 1099 information plus how and where Financial Edge stores the information. By following recommended best practices, you can avoid future reconciliation problems. Other topics covered in this webinar include: Where The Financial Edge stores 1099 informationHow to automatically add 1099 information on new invoicesReports to check 1099 totals throughout …

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Recorded Zobrio U Webinar: MIP Refresher on Reporting

Zobrio’s Senior Application Consultant Kathy Dwyer gives a refresher on MIP Reporting in this webinar where she focuses specifically on the content and filter functions of MIP. Some other handy how-to functions covered include: Block report designExport to Excel and PDF formatsCopying and renaming reportsSecuring reports Zobrio U is a series of webinars, articles and …

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Zobrio University: Financial Edge Summer Tune-Up Webinar

Join Chuck Hays, the Zobrio Director of Applications for a special 45 minute webinar focusing on getting the most of out of your Financial Edge software. During this overview, learn how to make sure your database is working for you instead of the other way around. For example, are you using the best practices for …

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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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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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IT Guy to the Rescue

When it comes to the physical protection of our electronic devices, we spare no expense. Whether it’s a screen protector or a fortified case, we try to ensure no damage occurs when we’re out & about using our devices. Zobrio is the annual IT support for the Missouri Valley Conference Tournament and recently at a …

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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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