Exciting new features to enhance your campaign.

We are excited to announce the upcoming release of our commercial software package, anticipated in the 4th Quarter of 2010.

For our outsource clients, we are continually enhancing and improving our platform. We have several new enhancements planned for release in 2012. Check back frequently to find out about newly released and planned features.

New client website

The website redesign will include an improved user interface, new features, and more reports.

  • Enhanced querying capabilities on donor and transaction searches
  • On demand FEC report production
  • Enhanced source code reporting
  • New reports using SQL Server Reporting Services allowing for graphs, charts, and multi-format exports

Enhanced package tracking

Mail package tracking, brought online.

By bringing the details of a mail package online, we can provide better visibility into your donation sources and timing.

We will soon be linking the source package and its full details, including the delivery mechanism, e.g. UPS, USPS, the tracking number, and other information to each and every contribution that is received in that package.

Barcode recognition

Barcode recognition and lookup for your remittance devices.

Barcoding your remittance documents can allow you to tag additional demographic details to each reply device as well as minimize chances for keying error. We will soon be able to support barcode recognition and barcode based reporting on reply devices.

End to end credit card reconciliation

Providing cradle to grave credit card tracking, from the time of contribution button click to the merchant account transfer.

By partnering with Cybersource, a leading gateway and merchant account provider, we are building an end to end credit card tracking solution. For most campaigns, credit card reconciliation is the most difficult part of all rec. With most solutions, the credit card contribution cannot be tracked any further than the initial action - that is, the initial charging of the card.

Our solution solves this problem. We can provide a complete history of the credit card donation from the time of the initial authorization, through the settlement and finally the transfer to the merchant bank account. The new reports will provide a seamless walk through of the entire lifecycle of the transaction, starting at either end - by looking at an individual donation, and seeing when it was first authorized, when it was settled and in what settlement batch, and when the settlement was finally transferred to the merchant bank account, in which deposit.

This sophisticated new feature will make reconciling credit card settlements as easy as check deposits. Take the report, match it to the bank statement, check off the matches, and then use our drilldowns to navigate through the exceptions.

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