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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 the Online Payments module
• Access dues and seniority files transmitted through TransferLink with a single click