|
c
Ability to Post to Future Periods |
|
|
c
Accounts Management |
The chart of accounts tracks how much money you have, who owes you
money for pledges, how much money you have raised for specific
purposes and how much money you have spent for fund appeals. |
|
c
Accounts Receivable |
Control accounts and payment terms. |
|
c
Activity/Committee Lists |
|
|
c
Ad
Hoc Queries and Reporting |
|
|
c
Allocation Processing |
|
|
c
Alumni and Membership Tracking |
|
|
c
Annual Appeals or Special Events |
Design and manage major annual appeals or special events. |
|
c
Appeal Management |
|
|
c
Bar Code Applications |
Apply a scannable bar code on appeal cards, pledge reminders,
membership renewals and phonathon forms to expedite data entry when
they are returned. |
|
c
Batch Processing |
time sheet journal, brings up the default hours and distribution for
each employee. |
|
c
Budget Funds |
Allocate both Detailed Budgets and Actual Expenditures and compare
results. |
|
c
Calculate After-Tax Deductions |
Employee contributions to health plans, disability insurance premiums
and donations. |
|
c
Campaign Management |
|
|
c
Chart of Accounts |
|
|
c
Check Register |
|
|
c
Church Billing Relationships |
The ability to establish billing relationships between members. |
|
c
Church Cemetery Management |
Manage unlimited Cemeteries and Sections of your Church. |
|
c
Church Cemetery Plot Transfers |
Transfer ownership of Plots. |
|
c
Church Cemetery Plots |
View plot listings. Assign available and maintain Cemetery Plots to
the Church (i.e. Temple) or to Members. |
|
c
Church Classes |
Assign students to classes and sponsors for current and future school
years. |
|
c
Church Classes Reclassification |
Promote individual students or entire classes to another class. |
|
c
Church Committee Lists |
View lists of individuals in church activities/committees |
|
c
Church Confirmation Dates and Assignments |
Record confirmation dates and sponsor assignment |
|
c
Church Education |
Enroll unlimited Students in different Class Types ie Sunday School,
Adult Ed. |
|
c
Church High Holiday Seating |
View Seating layout, Seat Reservations for current and future years |
|
c
Church Individual Activities |
View and manage activities and committees for each individual.
Assign status to each enrolled individual. |
|
c
Church Member Relationships |
Allows user to create and display relationships between any two
members within the Church. |
|
c
Church Member’s Background |
Track members' religious background ie. confirmation/conversion. |
|
c
Church Member’s Skills |
Manage member religious skills. |
|
c
Church Members Types |
Assign member types to members. |
|
c
Church Room Scheduling |
Manage unlimited rooms and rental rates for your Church |
|
c
Client bills |
Apply payments against client bills |
|
c
Client History |
Maintain a detail history of all client activity. |
|
c
Close or Offset Pledges |
|
|
c
Columnar Report Format |
|
|
c
Contacts and Correspondence |
Track the activity involved with soliciting your major prospects from
the initial contact through the actual ask. |
|
c
Controls and Reports Processing |
Provides full reporting for internal controls, federal, state and
local reports, including 941 reports, unemployment reports, earning
summaries, year-end W-2 processing and other detailed payroll reports.
|
|
c
Corporate Gift Matching |
|
|
c
Cross-Fiscal Year Reporting |
For grants or any account segment |
|
c
Data Retrieval Filters |
Apply detailed Filters to further define the information to retrieve |
|
c
Delay Year-End Closing |
|
|
c
Demographics |
Access extensive biographical and demographic information for any
individual or organization. |
|
c
Determine Pay Frequency |
Weekly, bi-weekly, semi-monthly or monthly. Define overtime and
special pay rates. |
|
c
Direct Constituent Email |
Email constituents directly from their records, and quickly e-mail
groups of constituents. |
|
c
Disburse Payments |
Computer checks or electronic funds transfers for direct deposits. |
|
c
Donation Processing |
Donor transactions are automatically entered into a secure accessible
database. |
|
c
Donor and Prospect Records |
Enter detailed information for individuals and organizations.
|
|
c
Donor Relationships |
See all of the relationships and affiliations donors may have.
|
|
c
Dual Accounting |
Both cash and accrual basis funds concurrently. |
|
c
Easy
Data Export |
Exports data in ASCII comma delaminated format for easy import into
other software packages. |
|
c
Electronic giving |
Offers the option of contributing with a credit card or direct debit.
|
|
c
Email Acknowledgements |
Automated Email acknowledgements. |
|
c
Email Notification |
Automated Email notification of online donations. |
|
c
Employee Distribution |
|
|
c
Employee History |
View complete employment history and educational background.
|
|
c
Employee Information |
Store employee personal information and employment stutus. |
|
c
Encumbrance and Vendor Limit Tests |
|
|
c
Encumbrances Processing |
|
|
c
Exception Driven Check Reconciliation |
|
|
c
FASB 116 Compliant |
|
|
c
FASB
117 Compliant |
|
|
c
FASB 177 Reporting Requirements |
|
|
c
Fast Donors in Transaction Processing |
|
|
c
Fee
Receipt Processing |
|
|
c
Forecast Budgets |
Allocations are not posted to the General Ledger providing the user
with the "What If" capability. |
|
c
Form 941 Worksheet |
|
|
c
Fund Disbursement |
Provides management with the ability to monitor direct and indirect
costs of all programs. |
|
c
Fund Management |
|
|
c
Fund Organization |
Group and assign Funds,
Cost
Centers,
Fund-Cost Centers and Object Codes. |
|
c
GASB / FASB Compliant Report Formats |
|
|
c
GASB 34 Reporting Requirements |
for Government non-profits. |
|
c
GASB
Statement 34 Reporting |
|
|
c
Gift Associations |
Associates the gift with a solicitor, tribute or memorial,
acknowledgement to be sent. |
|
c
Gift Processing |
|
|
c
Gift Pyramid Model |
Each gift is credited to an appeal, the appeal is tied to a campaign
and the campaign is tied to a fund. The system automatically credits
the appropriate levels up to the fund level. |
|
c
Gift Spreadsheet |
Quickly enter gifts into customizable spreadsheet-style data entry
forms. |
|
c
Global change capabilities |
Allows for the creation and changes of budgets with a minimum of input
when overall environments change. |
|
c
Global Updating |
|
|
c
Grid List Capabilities |
List will display in grid and can be printed or exported to an
external file |
|
c
Import |
Import of names, addresses and phone numbers |
|
c
Inactive Accounts |
Allow for funds, campaigns, appeals and gifts to be marked as
"inactive" |
|
c
Individual Grant Or Fund Tracking |
|
|
c
Information Transfers to Other Systems |
|
|
c
In-Kind Contributions |
|
|
c
Jewish Background |
Track member Jewish education and traditions |
|
c
Jewish Bar/Bat Mitzvahs |
Record Bar/Bat Mitzvahs information and reserve Room for the ceremony |
|
c
Jewish Schooling |
View Class Lists, Tutor Lists and Bar/Bat Mitzvah Lists |
|
c
Large Variable Numbers |
Large integers to enter large sums of money. |
|
c
Liability Report |
|
|
c
Multiple Checking Accounts |
System processes funds from multiple accounts. |
|
c
Multiple Entity Check |
One check will be issued to vendors with multiple invoices or credits
recorded. |
|
c
Multiple Invoices/Funds on Same Check |
|
|
c
Net Assets including Infrastructure Reporting |
|
|
c
Non-Vendor Payments |
Payments to non-vendors. |
|
c
On-Line User Guide |
|
|
c
Open Multiple Fiscal Periods |
|
|
c
Partial Payments |
Incomplete payments to vendors tracked. |
|
c
Payment Tracking |
Checks are automatically recorded. |
|
c
Payroll Associations |
Each employee's salary and payroll taxes are tied to the appropriate
grant, program, or cost center. |
|
c
Payroll Creation |
Payroll creation process including the ability to specify hourly pay
rate or salary amount and automatic payment of payroll tax
liabilities. |
|
c
Phonathon Mailers |
Prepare for your annual phonathon by printing customized phonathon
forms that display the data your callers need. After the call, simply
detach the pledge card from the phonathon form, place it in a window
envelope and the reminder for the donor is on its way. |
|
c
Pledge and Cash Processing |
Credits the donor, records the motivation for the gift (the appeal),
ties the transaction to a gift(s), and provides for a tax-deductible
amount. |
|
c
Pledge and Controbution Reports |
Pledge Subsidiary Ledger, Pledge Aging and In-Kind Contributions
Journal |
|
c
Pledge and Gift Records |
Retain detailed information for all types of gifts and pledges made to
various funds or accounts. Split gifts among funds, and record soft
credits when donors share recognition for a gift. |
|
c
Pledge Assignments |
Assign pledges to members/contributors. |
|
c
Pledge Payment Scheduling |
|
|
c
Pledge Processing |
Pledge payments are easily credited with automatic listings of all
outstanding pledges. |
|
c
Postal Processing |
Create personalized acknowledgment or appeal letters. Print mailing
labels, envelopes, pledge reminders, gift receipts, acknowledgments,
membership cards and renewal notices. Reduce mailing costs and
processing time by using the optional postal discount facility.
|
|
c
Posting Journal With Drill Down Features |
|
|
c
Pre-Disbursement Comparisons |
Compare detailed budgets before the allocation of costs. |
|
c
Prepare Cash Flow Statements |
worksheets to assist in the preparation of the statements.
|
|
c
Process Simulation |
Process simulation and cost equations calculate the actual time and
resources to complete a transaction. |
|
c
Profit Forecasting |
Perform what-if profit analysis for new products and customers |
|
c
Public School Classes |
Displays list of Classes that child is currently taking. |
|
c
Public School Information |
Displays
Public School
name, grade and phone for child |
|
c
Query Builder |
Access data using various queries. |
|
c
Quick Batch Transaction Mode |
|
|
c
Quick Invoices |
|
|
c
Real Time Processing |
Check budgets, spending limits, etc. Especially good for government
budgets since they are legislated. |
|
c
Reciprocal relationships |
|
|
c
Report Format Conversion |
Export all reports in HTML, Excel, PDF, Lotus, Quattro, RTF, XHTML,
BMP, Text, and ReportText. |
|
c
Requisition Controls/Management |
|
|
c
Room Scheduling |
Manage rooms and rental rates |
|
c
School Activity Tracking |
Track and view lists of individuals per activity/committee |
|
c
School Calendar Notes |
By week or specific date range. |
|
c
School Class Promotions |
Promote individual students or entire classes to another class |
|
c
School Enrollment |
Enroll unlimited students in different class types |
|
c
School Export Reports |
To MS Office compatible programs |
|
c
School Holidays |
|
|
c
School Schedules |
Assign Students to Classes and Tutors for current and future school
years |
|
c
Seamless Integration |
eliminates double-entry. |
|
c
Secure Payment Processing |
Credit Card or Bank Check processing handled automatically.
|
|
c
Security Control by Individual and Menu Items |
|
|
c
Separate Grant and Project Tracking |
Must be reported for different periods. They also require reporting on
a to-date basis for the life of the grant. |
|
c
Statement of Activities |
.
|
|
c
Statement of Cash Flows |
|
|
c
Statement of Net Assets |
|
|
c
Subsidiary Ledger |
Maintain a subsidiary ledger for each accounts receivable account.
|
|
c
SUTA Quarterly |
|
|
c
Tax Tables |
Calculate taxes for employees residing or working in any state, or
locality. |
|
c
To Do Actions List |
|
|
c
Track Client Sources |
Types of billing and receivable sources for each client. |
|
c
Track Pledges |
|
|
c
Unlimited Number of Funds |
|
|
c
Updated Payroll Tax Tables |
Payroll tables are updated as tax laws change. |
|
c
User
Definable Report Scheduler |
|
|
c
User
Defined Codes |
Assign attributes, roles, relationships, acknowledgements, membership
types, and more. Codes can be alpha, numeric or both. |
|
c
User-Defined Chart Of Accounts Structure |
|
|
c
User-defined Codes |
|
|
c
Vacation Calculator |
Automatic accrual of vacation hours |
|
c
Volunteer and Staff Solicitors Organizations |
Create teams and hierarchies with individual and group goals.
|
|
c
W-2 Year-End Processing |
|
|
c
Yahrzeit Lists |
Record Yahrzeits with immediate family and respective listing
preferences |
|
c
Yahrzeit Tracking |
View Yahrzeits and related Yahrzeit Notifyees |
|
c
Year-To-Date History |
|
