Nonprofit Grants Tracking & Billing Made Easy with Sage Intacct

If your nonprofit manages several grants or relies on grants for a majority of your funding, you should consider implementing a modern grant management solution to make sure you are operating at maximum efficiency and compliancy. 

Sage Intacct Grants Tracking and Billing is the most comprehensive and flexible grants management functionality available within a financial management solution. Manage your grants efficiently and accurately with the goal of ensuring compliance with grant requirements to achieve your mission’s success.

Join us for a tour of the Sage Intacct Grants Tracking component where will we show you how you can:

  • Track & report accurately to get the most for your mission – Centralize all grant documents for secure, comprehensive views.
  • Easily report and compare budget to actuals on grants that have reporting periods that differ from or cross your organization’s fiscal year.
  • Capture accurate costs for reimbursement – Associate accounting entries with grants and flag reimbursable costs at entry to reduce billing errors. Employees can track and report time & approvals directly in the system. You can also bill your indirect costs based on a specific rate or markup.
  • Ease compliance & audits – With centralized grant records and reports, your staff and auditors have a single, shared source of truth.

Interested in learning more about how JMT can help you manage your grants more effectively with a solution like Sage Intacct?

Megan Mendiola: Good afternoon, everyone, and welcome to JMT consulting webinar today over grants tracking and billing with Sage intacct.

We're going to wait about another minute or two to get started because it looks like we still have some people getting logged on here. So just hang on tight with us for just a minute and we will be right back.

Alright, we'll go ahead and get started. Looks like we have a lot of people able to get logged on here so Hello again, everyone, and thank you all for joining us today.

My name is Megan Mendiola and I'm a regional marketing Coordinator here at JMT consulting

Today, we're very excited to have our very own Mark Brasher here with us to lead us in today's webinar over nonprofit grants tracking and billing made easy with Sage intacct.

I want to share just a couple of housekeeping notes before I turn it over to Mark give any questions during today's webinar, please go ahead and submit those into the Q AMP a section on your control panel.

Will go ahead and save all of those until the end of the presentation, but don't hesitate to go ahead and submit them as you think of them and we will get to all of those questions at the end of the webinar.

Also, just a quick reminder that we will send you both the slides and recording of today's webinar within 24 hours after its conclusion.

And now I want to introduce Mark Frazier to you all. Mark lives in Oklahoma City and is are intacct sales engineer here at JMT.

Before coming to work with us edging and he actually was a CFO himself for a small private college in Oklahoma.

He and his team implemented intacct into their own organization, while he was there, so he really knows about intacct from an end user perspective and we'll share that all with you today. So without further ado, I'll go ahead and turn it over to you. Mark to get us started.

Mark Braisher: Very good. Thank you for the opportunity to be here. I'll share my screen and we'll get started.

I know your time is busy and so I will work through these pieces.

Hopefully at a pace that you can follow, but not not not too slow. And so we don't waste our time. Let me just say a few things about intacct and GMT before we began.

Intacct accounting software is what we consider best in class software for accounting JMT is a consulting firm and we do sell intacct.

Sage intacct accounting software, but we do not publish the software we deliver it to you and help you set it up and educate you and train you and those pieces of the puzzle. What we have done is we've gone out and found what we think is one of the best software available and as well as other pieces that can integrate with it. So some things about intacct that you might need to know if you do not know already is.

The fact is its ability to integrate, whether it be for financial planning and analysis with the human resources payroll.

Mobile employee expenses and time tracking automated invoices payment processes, etc, etc, whatever area of your back office that you may be dealing with.

Intacct will integrate with it. JMT partners with a number of those we can refer you to some additional software that integrates but if you have your

Particular software solutions and other areas, besides the accounting that you want to integrate with jammed with intacct.

JMT. Can you can make that happen. You can either done through a direct integration or through an import, export, which is a fairly simple process.

Another thing about intacct. We like to point out is it's automation, the workflows automated processes, you'll get some glimpse of those today.

The ideas to make it more efficient, more on time strategy. Our intent is for as much as possible, if not all of your processes to be done within the software.

All of us a CFO or accountants or business office staff have spent hours and hours and hours using Excel, which we all enjoy and we all appreciate what Excel can do

But the goal is for intacct to do as much as as possible for you. And that's some of what you'll be able to see the recording today.

And then lastly, the piece about intacct that I want to share with us its ability to provide visibility and you're seeing that right now in the dashboard visibility.

With real time reports magnifying glass to interrogate the data to go right into it. And so let's jump into this and look at first at this particular dashboard and I know

You didn't come to this particular webinar for dashboards. But we'll begin with the end in mind, and that is reporting and visibility.

As you can see from this dashboard. You can see that this particular one is set up for grant management, the dashboards and intacct.

are totally customizable. You can set those up, however you'd like to have them.

You can set those up for multiple individuals, as you can see in this particular example I have dashboard setup for accounts payable and CEO, the CFO.

grant management even prepaid expense has its own dashboard and so you can have multiple dashboards. If you have areas that multiple areas that you want to look at and you don't you don't want them on one dashboard or and you can have multiple dashboards.

For different staff members, whether it be the CEO. Anybody else in administration, all the way down to AP or whoever it might be and so

The dashboards are customizable for you to get an idea of some of the things that dashboards can do you see here at the top. What we call performance cards and these performance cards can measure these particular performance cards are all financial one thing, just as an aside,

About intacct is is that intacct also handles statistical data and handles statistical data just like it does in your general ledger and your Chart of Accounts handles.

financial data. And so the you could have these are financial, but you can also left those there because of this being a grand seminar, but it also

Can handle ratios between your financial and your statistical data. And so it's quite helpful in that

Then in addition you can see reports any report is created in the system are available to you to put in your dashboard.

As you look at the dashboards. You can see all these blue areas and I'll get more into this later, but in these blue areas, any of those areas can drill down and

Directly from the dashboard you can drill down into the report and see detail all the way to the transaction level. And so if grant manager has their own dashboard and they want to see what the accounting office has

has posted to their particular grant, they can do that. They can drill down straight from here.

Being see here. Here the transactions themselves and all the way down to the the the transaction level.

There's the actual transaction, the journal entry that was created for that.

And so all the way from the dashboard this issue of visibility is very important. So you have reports you have performance cards.

You also have graphs and see the graphs here. There are some additional things there are links or records variety of things. But the dashboard is quite helpful and as you are looking at software to

Propose and suggest to possibly your CEO to your board this idea of a dashboard, being able to be set up for them where they can see what they need to see the lamps.

Without having to know accounting without having to know how to run the software itself, they can see what they need to see one final thing about the dashboard before I leave it.

Is this area right up here. As you can see, this is set to 1231 2018 we're working with demo data today. And so therefore, I have the date set to their typically you would have that set

To the default which the default will be today, that would be where most of you would have that and it would default to that. And so each day, you'd have new data.

Not only would you have new data each day with the reports would change as entries are created by other staff members or by yourself on other points and other modules within the software.

Then, then these other filters. You can see here you can see this is a customer filter. This is a grant filter that you can use any of the dimensions that are in the software that you've created.

And that's a whole nother webinar on the customization and the dimensions in their Chart of Accounts.

But you can you can filter those and you can filter those back and forth. So you could go here and pull a particular grant up and it would show just that, or you can go back to all customers and so

The dashboard is a very important piece of the puzzle. It is the end but it is the thing that

Board members COO CFO variety of people need access to as they try to monitor day to day and make the best decisions. One of the things I'll point out, and I'll probably mentioned this again before it's over.

But one of the things that we want to do, and this goes back to my comment about Excel.

And that is your value to your organization. Isn't that you can run excel sheet, your value to your organization or that you can dig up information or you can manipulate data.

But your, your value is your ability to analyze and project and help them make financial decisions and for you to make the financial decisions you make. And so the ability to have real time visible data is very, very important, as you know,

For making those decisions. So let's dive into grants you see here, I have a couple of grants, I have a grants p&l where I have the grants listed down the left side. We're typically you would see

General ledger accounts and then across the top, you have a variety of things. Here we have changing that assets month to date, etc are restricted unrestricted and so on so forth.

Down here, I have a specific and I'll get back to this report again another in the report module. But here is just a Hartwell grant and we go with done restriction without donor restrictions year ending all the GL accounts and down the left side.

And again, the reason these particular ones are expandable is because they have sub accounts underneath them.

And so we get into the and that's reason. These are not blue and are not drill downs, because you have multiples. And so when you drill down there. You can drill in there and we'll look at that report module when we get there.

So let's go into the grant the project and grant module. And let's look at some of some of the things that the the module itself can do. First of all, as you see here. Here's a list of grants that are in this particular system.

And so as you can see they are listed, but they also have the ability to have a hierarchy. So this health initiative is a good

Good shot, to take a look at this particular one. Here we have a grant called Health Initiative one

And then we have multiple years of it. And so you can have multiple years as a summer active and summer become inactive.

Also here particular here's one where we had the Claremont impact study and we have two different contracts or grants underneath it. And so this gives you ability, you can see

The particular grant you can see whether it's a the parent or the child in the hierarchy. You can see whether it's active or not, whether it's being in this particular one is being applied for

Where it is in that process. You can see the manager, the kitten, excuse me, the customer that's listed for that if your invoicing them and we will

Get back to that that particularly the grant itself and then you can see the employee number of the person is the manager for that. And so there's a wealth of information just in the

Summary of the particular projects and grants that you have. So let's look at a specific grant here for a moment. Let's look at this hokum grant

As we dive into. You can see the information that is available to you and the information that you can put in this particular in in a grant

The basic information you get an ID you create the name

You create a customer and course, as you know, you create the customer so that you can invoice down, you can put the beginning and ending dates there. You can put whether it's active or inactive and you get that's kind of seems confusing. On the surface, but this to as

Is active and inactive in the sense that it's available to your it's not available to you at all. But this particular status here is you can customize this and set up the process for where you are. And so maybe it's completed.

But you're still dealing with may the dates have completed, but you're still dealing with some expenses and you're still closing it out. It may be in the complete status, but it's it, but it's still active. And so it's available to you.

The people involved in your particular grant. Here's the grant manager. We talked about that and he sells contact business rules. What we should use those sort of things.

Additional information that you allow allows you to

Create the show progress show revenue restriction on this. What it has restricted.

The main contacts for this particular grant the billing terms set up net 30 net 10 whatever you'd like to do their

Bill employee expenses billable AP whether you can do that or not. And I'll show you how to do that. Just as just that a click. What departments that this is out of its specify this particular department particular entity or location and a particular restriction

Any cells were numbers purchase order numbers, etc. Things that are available to you any attachments that you do. Maybe it's the actual

Grant and I'll show you how to do attachments, later on, but it's just a click and drag

Maybe it's a particular grant application or something that you want to attach to this where everything is together.

And then this final box here at the bottom is a totally customizable box. So we're going to look at more information. But if you can't find it anywhere else, you have the ability to put it

In a customizable box at the bottom of information which my knee.

Going to point out this one feature within intacct, which applies not just to grants, but applies to anything that you might do an intacct.

And that is called a collaborator, the collaborator has a kind of a, a Facebook type of process to it.

But it is set up and you're going to see it in other our crowd pointed out, but you'll see it in some other windows later on.

And that is that there is a question or comment that needs to be posted about a particular item can be a transaction to be a journal entry can be

Employees expenses, whatever it might be. You can put that right here. And not only can you put that there. But you can also

Send a note to somebody through that. So for example, if I want to send a note to

To myself it's going to pull me up and allow me to or allow maybe I've sent employee mark the employee brazier send that to them it will post that on there and then it's going to pop up in their particular field. And there's the collaborator itself.

And and and leave a message, but the most important so so you can you can dialogue back and forth. You can also

attach files to it. You can attach links to and maybe the most important piece of this is stays in the window.

That you've put it in. And so as conversation continues here. You may develop a conversation

That allows you to remember what you discussed and remember what decisions were made and it stays with that window, whether it be this grant or whether it be a transaction or whatever it might be.

Resources and pricing. Here are the resources employees other resources, you might have. You can set the billing rates later on when we do billing and we have staff time it will automatically be built. You can add the overhead. If you'd like to own that as well.

Project to grant summary. You can see, you know, these are the different grants down the side. So you're not seeing the the entities. And so this particular one is is obviously

Tied to just a couple of these entities and so you don't see much else outside of that, but it's a summary of those particular of your expenses there of your finances, the ability to do billing how you want to do billing. And then finally,

Task if you've got a project. If you want to create a task. It is not exhaustive as far as the task plan the project plan for a grant

But it does give you some control that and allows you to particularly for staff time to know what phase where we in and where, where are we in this process. And so we know what we're building for so it gives you an idea of some of the information that is available to you.

And the just information itself. So let's go further and let's look at the time and expenses.

Megan Mendiola: I've been getting a couple of tasks in that the screen looks pretty small. Is there any way to enlarge the screen for what you see on there.

If not, that's okay. I just didn't know there was the easy way to

No worries for everyone. If you're having trouble seeing something on there on the recording that we send out, you should be able to zoom in on there. So our apologies for that, but you should be able to zoom in on the recording so that that's totally fine. Mark Okay.

Mark Braisher: So let's look at a time and expenses.

And I'll try to slow down, since we're having a little trouble maybe seeing that. So, time and expenses within the system. And this can be used for anything but in as it

As it relates, particularly to grants. This is important piece. And so you have employees that are talking time

On work they're doing for a particular grant or they're clocking expenses and so the end goal of this thing is to be able, obviously, to account to that grant

Where you're spending that money or where you're going to request funds from the

Awarded grant to cover those. And so this is the building blocks for those and works. We're going to go through time and expenses.

Other billable charges and then finally we'll look at how the the system automatically can create an invoice for you so you can see that. So here's time and expenses. So first, let's start with just expenses. So here's staff expenses. Here's a list of different ones.

And we can see Miss Danes here has a number of expenses that they have logged. Now, these have been logged directly into intacct. There are other options. And you may have other software where you can do this mobile

Intacct can integrate with a number of those. We can talk to you about that someone could recommend. So why staff are out in the field, they're able to see that.

And so as you look here you can see that the employees name, you have the various pieces of the puzzle. And in this particular case.

This particular staff member is working under one grant, but you could have multiple grants in here and then it's going to

Separate those as needed. I mentioned a moment ago, though the ability to just click and drag. And so in this particular case, we have some attachments in this in this expense report.

And notice what it does. Notice how it pulls up in this particular case, I have two different invoices and so it pulls up both them and there's the actual invoice.

And so those are just right there and available. And so they can be attached to the expense record itself.

Notice they just put the information in. You have the ability to do, whether

It is a credit card corporate card or whether it's personal. And so therefore, since, in this case it's a corporate card. It's non reversible when I

When I entered this as cash immediately left that defaulted to leave that blank because it wouldn't be reimbursed.

So you had the reimburse will not reimburse will have the information had the dates. And then over here, this small checkbox is whether or not it's billable and will show this at the end, but it's billable back to how can grant and the system will be able to automatically

Create the invoice for that. So that is staff expenses and and staff expenses something I'll show to you here is that you have the ability to have an approval setup for expenses and for timesheets

And so if you if you would like to create that again.

Intacct as a wonderful job of giving you many, many options and then you're able to to minimize them and use it more streamlined system or if you need the

The approvals in place, you have the ability to enter those approvals as well so you can also, if you notice here, you have staff expenses and my expenses. So I another staff member can enter them for them where they can enter them themselves. So let's look at staff timesheets

Go back to this individual again.

Time, same time frame.

And we see they have their different again we're doing Holcomb grant it staff time

What department. It was the entity. And then how many hours on the empty for days you had to begin date you had an end date.

For this particular posting and so

That shows you all the all the all the pieces of the puzzle that are that you need.

And then finally, Concerning Items and maybe build you have bills. So say you're purchasing items for the grant.

So we're going to pull down and look at this particular one right here.

And this is just a standard bill that you would enter. Notice here again the ability and let me pull this up and payables you have the ability to set up approvals for bills and you have the ability to set up approvals for payments.

You can have multiple required approvals, if you'd want to in those areas as well so you can that's customized where you can set it how you need to do that.

So we're not going to cover the AP side of this, except to show the bill itself today. Again, you have the ability to do attachments. Again, you have the collaborator at the bottom on

Point that out earlier, but there it is on the on a bill. And again, you have the issue of being billable now I have across here.

Intacct uses what they call dimension. Some called segments in their chart of accounts here the particular ones that are shown here are entity department restriction project or grant, but you also have the ability

Number one, if you'd like to change your layout. So if you need to add more or you don't need all that you do not need all of these that works as well. And even if you do not have them on a regular basis.

You have the ability to enter other dimensions down here at the bottom. And so you can access all the dimensions right from there. But obviously, the way to do this would be the ones that you use most frequently

Are you would use it all. You can create in the layout itself so that they would be easily accessible. Something else I

Don't know if I pointed out a moment ago, but if you have a particular grant and it's tied to a particular GL or tie took another particular dimension, whether it be department or whatever it might be, it would automatically default to that to cut down on mistakes and increase efficiency.

So you created the bill.

You have the ability to approve the bill, you have the ability to approve payments when you're paying that that's just that's on the AP side of things.

But let's go and let's look at go back to the project module.

And look at invoices. So we've we've created

Time timesheets we've created expenses from your staff members that are out in the field and we've created some billable charges. Then we go to generate invoices.

And just a simple process. We're going to pull this up. We're gonna say this is a project, not a customer.

We're going to go down to hokum grant, we're going to choose which grant, we want, and we're going to preview the expenses.

It gives you all the information invoice date customer, etc. If you have a particular contact you can, it will show up their ship to contact and then it's going to pull in. Here's your billable time

Your time sheets with the wages that we had set up from the very beginning with this particular employee. Employees. Name department entity, the various pieces of the puzzle total amount their employee expenses while they were traveling for this particular grant

And the account payable expenses that the bill that we register and so all those are together. I'm not going to go the next step, simply because it's so customizable.

But you have the ability, from here to create the invoice and when you create the invoice and get ready to print or email it then you, you have the ability to customize that invoice to fit your particular organization.

All right now. So we've done the process through gatherings expenses for the grant. We've done the process of expenses time and billable and then showing the how we create the invoice. Now let's go and look at some reports for just a moment.

And I want to look at this report that we had looked at on the dashboard. This Hartwell income statement.

And know that this is small and I'll put it on a print level here in a moment. So you can see it a little better. But I want to look at this at this level, what you have here is restricted budget.

Restricted actual how much is remaining. So here's your donor restriction information.

Here's what that donor restriction. And here's the year ending that you can collapse any of these and I'll do that for you in just a moment.

You also have the ability to drill down in each of these areas. First of all, you can do it from the the

Report setup or you have the triangles in this particular case the grant revenue is open, but then this the sub accounts within that are not open. So there it is. Or contributions. There it is. The additional ones. And same thing down the expenses.

So if you notice as I open these up these these black numbers began to turn blue. And so you began to see why they're blue and that is because you can drill down each one of those. And again, you can drill

All the way to the transaction level.

And again, we've got the collaborator setting there and we, the question here was asked him to market boy Frazier, is this hotel charge. Correct. And they replied back it's correct. And so you make sure that you ever piece, the puzzle.

You're in this in this stays with it. Notice this particular was done on July 28 and so it stays with it. And so if it's ever raised again we can go back. So yeah, we've already checked that out. It is the way it's supposed to be.

So, Looking for just a few minutes at the reports themselves. And I know you came, mainly for for grants, but as you can see here the reports.

There's almost an unlimited number of ways that you can customize these as you can see here, and we go back to report, we had with donor restrictions we had

Budget and we had actual here we have the budget and the actual here's the remaining so it's calculating those same thing with unrestricted and so on so forth.

And so we have the ability on each one of these to expand or to shrink down. Let me go to another report right quick. And I'll show you some of the ways that we can do that just briefly.

Here we go.

So this particular one.

Well, it's similar. And so let me go back and we just go ahead and collapse it

So let's say we want to do away with the with the donor restrictions. The and so on and so forth. So what we're going to do.

As reason I use these first three columns and and then edit them to make them more easily take out the the restriction issue. So it's just very simple thing to do, you can clear these out.

And all of a sudden, we have a here. I still have these columns we can we can remove those. But we took out the restriction issue here completely

Will take just a little bit of time so you can see how easy

It is to change these reports. Sometimes when people see the detail that's within the reports and so on and so forth. They look at them and they say, well, it must take a significant amount of coding or something like that to be able to do it. The fact is, are very simple to do.

Now we no longer had the restrictions.

We just have budget budget actual and how much is remaining now if we won't go back in and we want to expand and particular area. We can do that. So let's say we were restricting and

Restrictions a moment ago. Let's go on. Let's, let's, let's do that. See if we can do that with grants and we're going to do the same thing with the budget and the actual

And now he has pulled out all of our grants and it's given us the budget and the actual for each one of them are all the way across and the total at the end.

So the ability to change and edit your information and you can say this report if that's the if that's the format that you like, you can save that report for the future, but you can change it so easy. And again, then you still have all the abilities to drill down in any of these areas.

And see What information was part of that particular report.

So I hope that gives you a general idea we've got maybe some questions here today. So I'm going to stop right there. You've seen from beginning to end. You've seen the information that can be

Can be kept intacct concerning your grants, you've seen

How to enter staff expenses staff time and the actual bills and then to invoice them to the particular grant and then also how to do any reporting that you might do concerning the grant. So Megan. Let's look at questions and see what we have.

Megan Mendiola: Yeah, thanks, Mark. So we do have a couple of questions that have come in. So I'll read the first one out to you.

Someone actually asked how did the information for it. The expense report get into intacct. Did it have to be added manually. We have concur, and it links to intacct, but not in that level of detail.

Mark Braisher: Okay, in this particular example.

It was manually entered, but there is the ability and I would have to look at concur. I'm not familiar with concur.

But there are people at JMT probably our consultants that could answer that quicker for you and if, if you want to send us that email. We'll find that answer, but it should be able

To if it is a if it's a marketplace. So the, the piece of the puzzle that's important here is if if it's a marketplace partner.

With sage intacct. What that means is, is that an integration has been created for that and should be able to be set up and if it's it's able to do that, then

And maybe the Concur has limitations. I don't know. But if concur has the detail and you have set up the details. So for example, if you set up the dimensions, the same issue dimensions and intacct.

You should be able to do that. And so I would just encourage you to if you want to our customers encourage you to reach out to support

And see if we can help you with that and and get that. But so there's two ways. One is manually. Well, there's three ways actually you can enter expenses or just about anything into intacct. One is manually.

And that's why that was particularly done. I do not have any other software integrated into the demo version of it, but it's done. It's done every day.

So number one is manually. Number two is an integration and number three is an export, import process and the export, import process. I don't haven't set up for demo today, but it's very simple to do.

And it's used to the to the glorious Excel spreadsheets, again, but it's a very simple process. And so it may be that the

Solution that you're using outside of intacct that you can, that if it doesn't export if it can export into Excel or CSV.

Then you can import it into Excel and basically you set up a lookup sheet in Excel that you bring in your export and data from concur, whoever it might be

Has a look at do the lookup and prepare that prepares the import sheet to go directly back into intacct so it should be able to do it if it can, if it can integrate, number one. Number two, if not we can we can export important

Megan Mendiola: Great. Thank you, Mark, and then another quick question that we had come in. This is a little bit earlier.

When you on the grants module was wouldn't credit card expenses be recorded in a p

Mark Braisher: The credit card expenses piece for for the expenses of

That's a good question, that's when I'll have to come back with if I can get information I can look that up. I'm not going to dig into it right now. But, um, but it

I don't know that interests them directly. I think it has to be done if you're going to enter those from. So now you can let me let me back up another direction for you.

Intacct now has the ability to do credit card feeds just like Bank feeds for reconciliation and so

So entering so you can export, import and you can bring in your so rather than bringing them in an expense side you

By by a staff member the other direction. Maybe that you bring them in as an import from the credit card company. And then there are assigned to that so

If we need to ask what do you need if you need more information that will let us know. But there are multiple I think there are multiple ways to accomplish what you're trying to there so

Megan Mendiola: Okay, great. And then we just had another question come in and that says, Can the grant application pool details from the employee expense journal

In the grant application. Oh. Pulled details from the, from which

From the, from the employee expense journal. I think that she said intacct captures concur details in the employee expense journal. So can the grant application full details from that.

Mark Braisher: Yeah for invoicing. It does, yes. And then it creates it in the record.

Yes, if you if if he had the project grant module and you can mark you mark that as billable those credit card expenses, then it's going to automatically pull it into that product grant. Yes.

Megan Mendiola: Great. And so that's all the questions that we've had come in so far. But we did have some really good questions that just came in. So I'm going to give everyone another minute or two to

Ask any questions that they may have over any part of this webinar. And while we wait for those. I just want to let everyone know

More about what the follow up process is going to look like after this webinar.

So I'll be reaching out to everyone through a phone call following today's webinar for just a more personalized discussion over your organization, your current grants tracking process and me.

If there's any questions that you had that you didn't get to us on the webinar, feel free to ask it, then we can go over it and

So be looking out for a phone call from me this afternoon, and then we can move into a more in depth discovery of your needs, if we need to. After that, so

Mark I don't think any more questions. So

Good have there.

Mark Braisher: I haven't seen any more now.

Megan Mendiola: Yeah, great. Well, like I said, if there's any additional questions that anyone has. Feel free to ask that one that follow up. I should be getting to a good number of those this afternoon, so be looking out for a phone call from me then.

But if not, then tomorrow morning, you should get a phone call from me. And we can talk more about your thoughts as well as any additional questions that you might have had

After this webinar and before we do close out today. I do want to tell you that we have another webinar coming up on September 22

Over five principles of effective strategic planning, I would definitely recommend getting signed up for that one as well. It is completely free, like all of our webinars and you can register on our website at JMT

And that's all I have today, Mark. Is there anything you want to add before we close out

Mark Braisher: No, I'm good. Just understand that JMT is not a software publisher, we are consulting and what that means for you. The customer is our number one goal is to make sure that your systems are working for what you need to not necessarily what the software wants to do. And so we'll be glad to work with any of those things.

Megan Mendiola: Yeah, well. Great. Well, thank you so much everyone for joining us today. We hope everyone has a wonderful rest of the day and great rest of the week. Thank you so much, everyone. Bye.

powered by