Financials

ProgressCRM contains all the secure functionality that you need to manage the financial aspects of your organisation. Simply manage your campaign and other costs, and resulting donations whether from cheques, direct debits or standing orders; and stay in control of Gift Aid claims, pledges and legacies, sales order processing, membership renewals and more. Then seamlessly link to any of the common UK Accounts packages.

Features

  • Single transaction entry (feature can be suppressed if required)
  • Batch Transaction Entry - rapid entry of manual financial transactions, with batch total controls
  • Gift Aid reclaims - assesses all transactions for eligibility for tax recovery.
  • Charity Voucher reconciliation
 

Add-Ons

  • Accounts Link: Save time and improve accuracy by linking ProgressCRM to your accounting system
  • Bank Finder: Verify Payment Cards and UK bank accounts
  • Card Payments: Process card payments immediately via PayPoint (SecPay)
  • Currency Converter: Handle income in any currency, resolve to your home currency in batches
  • Direct Debit: Mandate and collect funds electronically and efficiently
  • Sales Order Processing: Manage multi-location stock control, sales order processing and Invoicing