Software » Protivity » Financial Development, Cash, Transactions & Billing

Financial Development, Cash, Transactions & Billing

Handle every aspect of cash, transactions & billing with Integrated ‘Managers’

Financial Development Manager

• Target champions of your organization
• Manage volunteer and advocacy programs
• Maintain and measure individual and team goals
• Manage multiple financial development campaigns, matching gift programs, special events and grants.
• Produce custom cultivation letters
• Produce custom pledge cards
• Produce custom acknowledgement letters
• Produce custom pledge reminders

Financial Manager

• Open architecture for Accounts Payable and General Ledger interface with third party systems
• G/L Account number validation
• Revenue tracking and reporting

Cash Manager

• Manage cash receipts, confirmation notices and miscellaneous item sales
• Print cashier reports
• Allows for shift adjustments
• Process payments including member statements and EFT
• Process refunds and returns
• POS credit card ability

Account/Activity Manager

• View and manage centralized account and activity detail for all activities within a family unit.
• Process changes to an activity's status, dates, times, financial transactions, etc.

Membership Manager

• Create discounts for program registration.
• Allow add-ons to memberships (i.e. for lockers, towel service)
• Define multiple membership categories and rates
• Electronic Funds Transfer capability
• Manage and track subsidized memberships
• Track vital sales and retention statistics
• Produce custom due to renew notices

Program Manager

• Online program registration
• Childcare registration and billing with third party billing option

Executive Manager

• Track key performance indicators in 7 topic areas; facility, cash, transactions, billing, membership, programs & development
• Target 17 indicators and produce 76 summary level reports

See full feature list