A Financial & Administrative System.
Designed for Non-Profit, Charitable Organizations & Associations.
 

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
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


ACCOUNTING & FINANCIAL
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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

  • 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

  • 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

  • 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

  • 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