How Fund Raising integrates with other modules
The Fund Raising module integrates with other iMIS modules in the following ways:
Customer Portfolio
- Eliminates duplicate data entry by copying name and address data from existing customer records into corresponding gift entry records
- Enables you to view a customer's fundraising history and activities through the Fund Raising tab of the Customer Portfolio history area
- Adds new records in the permanent customer file with newly entered contributor name and address data
Accounts Receivable and Cash Receipts
- Automatically generates accounting entries corresponding to all Fund Raising gift and pledge payments
- Tracks and reports balances owed by contributors
- Uses multiple-entity accounting when this option is enabled
General Ledger
- Generates transaction data for third-party general ledger software based on fundraising-related accounting activity
Events
- Enables you to designate event functions as fundraising functions
- Enables you to designate the fund, campaign, appeal, and fair market value for function registration fees
- Enables you to use multiple entities within the same event
Billing
- Enables you to define Dues fundraising products
- Enables you to declare the fund, campaign, appeal, and fair market value for Dues fundraising products
- Enables you to bill multiple entities within the same Dues billing