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FRS is available:
- As an in-house installed application
- As a fully outsourced on-line application (ASP) Service
May be optionally integrated with these Enterprise Level Systems:
- FRx® Financial Reporting System
- E-RegisterNow® - Online Event Registration/Survey & Payment
Processing
Accounting
& Financial
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Fundraising
& Donor Management |
- General Ledger (Multi-Entity)
- Financial (Multicurrency) Reporting System
- Accounts Receivable/Billing
- Accounts Payable & Banking
- Purchase Order Management
- Order Entry and Inventory Control
- Payroll (Canadian & US)
- Credit Card Processing
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- Maintain multiple groups of entities/branches
in one or more SQL databases
- Common vendor Accts Payable records may be used with multiple
branches
- International in scope
- Unlimited number of fiscal periods per entity/branch
- Work in multiple periods at one-time
- Close/Reopen fiscal periods/years as often as necessary
- Unlimited number of years for detail Fast Lookup and Intelligent
(Sideways drill-up) Drill-Down in the General Ledger
- Intercompany and multi-entity/branch consolidation
- Powerful and flexible, financial, and multi-currency reporting
via integration with the FRx Reporting System
- Full import/export of GL detail for any entity
- Sophisticated inter-entity/branch journal entry system
- Deletion, Archival and retrieval of journal entries
- Maintain unlimited detail in Receivable, Payable and Purchasing
records
- Full notational capability in Accts Receivable and Accts Payable
records
- Full Order Processing and Billing functionality
- Any entity may assume a liability on behalf of other entities/campaigns
- Powerful Check Writing system
- On-Demand Check writing of laser checks on blank check stock for
any entity/branch and bank
- Unlimited bank accounts per entity
- Intercompany/branch/campaign banking and account reconciliation
- Ability to 'reconcile' any general ledger account
- Maintain 'alpha' code sets for rapid account allocation
- GST/VAT and multiple regional taxation systems may be set-up as
necessary
- Attach any windows associated file to a journal entry
- Distribute revenue/contributions and expenses to other entities/branches
| CONTACT
& RELATIONSHIP MANAGEMENT |
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- Unlimited chronological notes for any contact date stamped by
user
- Unlimited address/phone types
- Create unlimited number of relationships for any contact
- Multi-level Membership tracking
- Maintain journals for each contact
- Maintain a large breadth of related info per contact
- Maintains events and journal history for contacts
- Maintain global and user-preference contact alerts and triggers
(ie, overdue pledges, upcoming birthdates, memorial dates)
- Maintain file attachments for any contact
- Giving history drill-down
- Flexible Tax Receipts processing
- Maintain unlimited number of 'lists' for bulk e-mail, fax, phone
and mail functions
- Bulk e-mail, fax, list and mail generation built into system
- Appointment scheduler
- User defined fields may be created for contacts
- Various built in reports
- Unlimited number of reports, queries and graphs maybe developed
and generated via MS Access and or Excel
| PLEDGE
& DONATION MANAGEMENT |
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- Fast/flexible payment entry system
- Reporting on inter-company bank transactions & inter-campaign
banking controls
- Credit card processing
- System for following and ageing of pledges
- Flexible pledge maintenance/write-off system; mass pledge write-offs
- Flexible receipts processing system
- Extensive reporting & viewing of contact details
- Full integration and control via the general ledger system
- System designed to handle merchandise sales.
- Full pledging functionality
- Split payments among events/campaigns
- Management of Attachments
- Flexible tax and non-charitable tax receipting
- Fast lookup of contacts and related info
- Full drill down of donation, pledge and purchasing activity
by contact
- Soft Credit handling
- Non monetary gifts recorded
- Auto integration to GL
- Comprehensive payments allocation (record pledge, donation,
sale or combination in one step)
- Extensive notational capability
- Future and recurring payments
- Acknowledgement letters generated
- Pledge reminders
- Pledge follow-up and ageing
- Credit card detail per contact
- Potential cash flow reporting
| CAMPAIGN
& EVENT MANAGEMENT |
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- Budgets and fund raising goals for campaigns and events may be monitored
- Attendees may be registered for one of a series of events
- Purchasing/Commitments and approval system integrated with campaign/event management
- Various campaign/event reports
- Campaign and event management reporting
- Purchase approval limits may be set per campaign
- Event location tracking
- Integrated budget maintenance and reporting
- Attendance and event payment tracking
- Advanced event scheduler
- Multiple purchasing locations
- Event registration tracking
- Session tracking
| ONLINE EVENT
REGISTRATION & PAYMENT PROCESSING |
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- Online Event Registration & Payment Settlement (e-RegisterNow)
- Secure, real-time, direct to bank, processing of event registrations,
donations and orders, and capture of related data
- Application easily and economically integrates with an organization's
existing site content - no need for costly web development
- Real-time processing of cheques, debit and credit card (US
& CAD) data, reduces clerical work
- Attach customized forms to individual events - collect survey
or additional data at time of registration
- Notify and confirm registration immediately by e-mail and
attach required documents and invoices
- Register multiple registrants at one time and group for single
payment
- Extensive real-time management reporting
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