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Home » Solving Your Challenge » Receipts And Reconciliations

Receipts And Reconciliations

March 13, 2016 by admin

receipts reconciliations

Easy Receipts And Reconciliations Complete The Process

All transactions can be automatically receipted and matched with existing Accounts and Contact details. You save hours of administration work compared to using an external payment gateway, transferring information to spreadsheets, removing duplicates, uploading the data into salesforce and finally issuing receipts.

Automatic Matching

A sophisticated matching algorithm uses various pieces of payee information to match to Accounts and Contacts.
(For example, an email address or mobile phone have a higher weighting than a first name.)

Duration can be open-ended or specified. Simply change the status from Active to Inactive to stop.

Account Model

The system supports standard Account/Contacts, Individual (Bucket) and Nonprofit starter pack One-to-One.

Annual Statements

Annual statements can be produced very quickly in bulk or individually.
PDF-generated documents can include related mail merged information from Contacts, Campaign, Campaign Member and Payment Transaction History.

Bank Reconciliations

All transactions by type, date, period, can be printed off using the pre-defined banking report.

Manual Matching

Manual Matching provides a spreadsheet like view where a user can compare multiple Payee’s with the automatically selected Contact and either accept the automatically matched one, or create a new Account/Contact.

Receipting

PDF receipts can be automatically generated and emailed to payees. Text is flexible. Mail merge capabilities can be defined at the Organisation level, payment type level or appeal/campaign level.

Current details

Select to have payee details automatically update Contact information, ensuring that phone, email, address information is always up-to-date.

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Filed Under: Solving Your Challenge

AAkonsult is a Salesforce Regisered ISV Partner specialising in Salesforce CRM & Force.com Administration, Support and Development

Why You Will Love Payments2Us

5 benefits valued by users

  • Eliminates common administration headaches of NFPs and corporates
  • Simplifies all payments by customers, donors, members, ...
  • Helps grow donations and memberships
  • Increases awareness of campaigns effectiveness and financial results
  • Supports new fundraising and sales opportunities

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Note: Payments2Us was formerly known as AAkonsultPayments. Functionality keeps improving with new releases under the new name.

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