Finances

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.

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
  • Handle multiple file formats from employers easily with configurable templates and matching algorithms
  • Process manual entries easily and quickly with spreadsheet-like, data entry tools
  • Navigate easily through exception resolutions such as possible new members, address and other information updates, and status changes with powerful tools
  • Access files transmitted via the Employer Portal with a single click