Finance
Track every penny
Say farewell to slow, cumbersome dues processing. Whether imported or manually entered in UnionWare, processing is streamlined and accurate – down to the penny. The Finances module tracks every member transaction, including dues, initiation fees, premiums, and contributions.
- Process employer remittances using batches and track payments through to deposits
- Quickly process paper lists with pre-populated batches (e.g., members, amounts) and save time by ordering rows and columns to match the employer file
- Import a wide variety of file types for electronic dues batches, including Excel spreadsheets, comma-separated, and fixed length text files
- Configure specific rules and defaults for each remittance, including flexible matching algorithms that automatically associate imported records with existing members
- Selectively use the valuable information included with many remittances to update your membership information
- Track the employer’s version of information and eliminate future exceptions without compromising the quality of your data
- Keep data current by reviewing batch exceptions to resolve differences or create/update member records
- Quickly compare member status and dues payments to identify potential changes (e.g., in good standing but no dues payment, suspended yet dues received)
- Retrieve and export posted transactions to meet reporting requirements easily
- View the status and result of one-time and recurring payments made through UPay
- Access dues and seniority files transmitted through TransferLink with a single click