Manage Membership
- Track members, their families, relationships, and lifecycle events
- Extend the membership database, allowing unlimited numbers of addresses, contact numbers, emails, and other information
- Review a member’s account at any time on a single dashboard
- “Tag” members according to predefined membership categories, such as age cohorts, interests, grades in school, or committee – with multiple tags per person
Manage Events and Fees
- For fees, track associated people and payments
- For events – anything happening within the organization – track dates, attendee registrations, and payments
- “Tag” events or fees accounting to predefined categories
- Dynamically assign members to fees or events based on tags
- Automatically assign fees based on member tag
- Automatically connect people to events based on member tags
- Track all events and important dates on an organizational calendar
Process deposits, allocations, and payments
- Deposit checks upon receipt, independent of allocations
- Allocate payments to open fees and events, as directed by member
- Link donations and pledges to member’s account
- Allow payment over multiple years
- Handle exceptions simply, such as revised fees, refunds, declined checks
- Provide full audit trail and undo capability for all actions
Process Statements and Reports
- Run account statements at any time
- Create journal entries and export information to accounting system
- Send paper-based or email statements to account holders
- Provide comprehensive reports, including tax reports and letters, billing, payments
- Support annual processes
- Roll annual events to new financial year, retaining all fee and membership associations
Control Security and Administration
- Support four levels of users: Administration (access to all functions and system setup), Financial user (access to all function), Non-financial users (access to events and membership but not financial information), and View-only user (limited access to non-confidential information)
- Specify organizational information and chart of accounts
- Assign system settings, such as email server, financial year dates, and accounting system interface
- Access help documentation and video tutorials from anywhere in the system
A pledge is a charge to a person. Use pledges for donations and follow the usual deposit, payer, and allocation processes.