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Fully CRA compliant (as at March 2012) User Profile security Streamlined process to create or edit donor record, enter donation and print receipt - all in one screen! Multiple fund allocations Multiple logos - support unique event branding Deposit records Thank you letter automation Donor Pledge tracking and reporting Help documentation per action with a click of your mouse Single receipt processing or batch processing
Citation preview
March 2012
Features User security with advanced features CRA compliant Supports:
Thank you letters Multiple signatures Multiple funds Multiple locations Multiple logos (events) Receipting
Cash no advantage Cash gift with advantage Non-cash gift (no advantage) Non-cash gift (with advantage)
Combined donation receipting customize the frequency of donor receipting per donor
Single Screen Process One of our key benchmarks was to develop a tool that
incorporated functions related to receipt printing in one screen!
Single screen incorporates Add/update donor profile
Create donation transaction
Create pledge transaction
Print receipt
Easy Sort/LookupSingle click lookup
Search by first name, last name or “begins with”
Search or sort by date range
Donor/Donation/Receipt
Pledge
Enter first donation of donor pledge
Create donor pledge based on initial donation
Choose fund allocation and add end user comments
Detailed Donor File
ReceiptFully customizable
field names
and layouts
Y0ur donor will love
our itemized donation
detail to reconcile
their donations!
Thank you….Sort by date – assign letters to donations and print
User friendly setup
Centralized Menu full function and user security controlled
Help?Every function in DMS has a help button that refers you to the relevant material in our documentation!
More information? Please contact us for more information at:
Innovative Healthcare Solutions
1-877-901-6477
647-478-7280
Or email [email protected]
