FRS Handout, November 2002

FRS	A Financial & Administrative System Designed forNon-Profit, Charitable Organizations & Associations

Co-ordinate all accounting, financial reporting, donor management and fundraising activities with one comprehensive, multi-entity system

Continuity of Control and Accountability Since FRS uses a comprehensive financial system as its foundation, FRS allows the effective control and co-ordination of all relevant financial, administrative, fundraising and donor activities, in one consistent system, thereby enhancing the level of accountability.	Open System FRS protects your investment as it is built with 100% Microsoft development tools. The FRS system integrates ‘natively’ with MS Office 2000. The ‘open connect’ features of MS SQL Server 2000 enable economical integration with other existing, ‘open’ application systems.
Scale and Scalability FRS has been built with 100% Microsoft tools with MS SQL Server 2000 handling the database management. The full FRS system is available to organizations with as little as three (3) users or as many as fifty (50) or more.	Customizeable FRS may be rapidly and economically customized at any level to meet the specific and changing needs of an organization.
Easy to Learn and Use FRS has a short learning curve and is easy to use. Orientation and training is provided to users on site and via remote connections.	Extensible FRS is provided as a complete suite of financial, administrative, donor and event management functions. There are no separate or additional modules to purchase. Organizations, if necessary, may extend the FRS system, by adding the following optional applications: Canadian Payroll, FRx Financial Reporting, e-RegisterNow event registration, and credit card payment system.
Cost Effective Choice of Deployment FRS may be installed and accessed as an in-house server-based application or may be provided as a fully outsourced on-line service. Pricing plans may be structured to suit the needs of the organization.	Developed in Canada Leveraging an existing enterprise level accounting system, UnlimitedAccess (UA) byAdvanced Software Development (ASD) Corp in the USA, FRS was designed by Corsys Inc. in Canada in concert with a team of developers in New Zealand.

FRS	A Financial & Administrative System Designed forNon-Profit, Charitable Organizations & Associations

Financial Management

Maintain multiple chapters/divisions in one or more databases
Common vendor Accounts Payable across branches
Unlimited number of fiscal periods per entity/branch
Work in multiple periods at one-time
Close/reopen fiscal periods/years
Unlimited detail in Receivable, Payable and Purchasing records for unlimited number of years
Intercompany and multi-entity/branch consolidations
Multi-currency financial reporting (FRx Reporting System)
Full import/export of GL detail for any entity
Sophisticated inter-entity/branch journal entry system
Archive, retrieve, and delete journal entries
Full notational capability in Accounts Receivable/Payable
Full order processing and billing functionality
Any entity may assume a liability for entities/campaigns
Powerful, on-demand, laser check writing system for any entity/branch and bank in any jurisdiction
Unlimited bank accounts per entity
Inter-entity/campaign banking and account reconciliation
Ability to reconcile any General Ledger account
Maintain alpha code sets for rapid account allocation
GST/VAT and multi-region taxation capability

Contact/Relationship Management

Contact Sessions Form

Maintain
- journals for each contact
- a large breadth of information per contact
- events and journal history for contacts
- global and user-preference contact alerts and triggers (i.e., overdue pledges, dates)
- file attachments for any contact
- unlimited number of lists for bulk e-mail, fax, phone and mail functions
Unlimited address/phone types
Unlimited chronological notes for any contact, date-stamped by user
Create unlimited number of relationships for any contact
Giving history drill-down
Flexible tax receipts processing
Bulk e-mail, fax, mail, and list generation built into system
Appointment scheduler
User defined fields may be created for contacts
Unlimited number of reports, queries and graphs may be developed and generated via MS Access and/or Excel

FRS	A Financial & Administrative System Designed forNon-Profit, Charitable Organizations & Associations

Pledging and Donations Management

Fast/flexible payment entry and receipts processing
Inter-company bank transaction reporting
Inter-campaign banking controls
Flexible pledge maintenance/write-off system: follow-up and age pledges, reminders, mass write-offs, and acknowledgement letters generated
Extensive reporting & viewing of contact details: fast lookup of credit card and other information; drill-down of donation, pledge and purchasing activity
Pledge Detail Allocation Form
Accessible from Contact

Full integration and control via the general ledger system
Merchandise sales
Split payments among events/campaigns
Flexible tax and non-charitable tax receipting
Soft credit handling
Non-monetary gifts recorded
Comprehensive payments allocation
Future and recurring payments
Potential cash flow reporting

Campaign/Event Management

Online Event Registration, Payment Processing

Online Event Registration and 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

FRS	A Financial & Administrative System Designed forNon-Profit, Charitable Organizations & Associations

Contact / Donor Relationship Management Screen