Automatically process electronic dues files provided by your employers. Selectively, and automatically, update your membership database with the information in these files through configurable templates. Powerful tools speed manual transaction entry when electronic files are not provided.
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Highlights
- Track every type of financial transaction with your members, including dues, initiation, political contributions and benefits.
- Process these transactions in batches, and allocate them to deposits.
- Easily handle varying file formats from employers using configurable templates and matching algorithms.
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- When files aren't available, manual entry is made easy and quick through spreadsheet-like data entry tools.
- Powerful tools to guide you through exception resolutions, including possible new members, address and other information updates, and status changes.
- Files transmitted through the Employer Portal are one click away.
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