The Beneficiaries Module is designed for those chariities who provide Benevolent Fund facilties and manages the process of case management which is fully integrated into EnterpriseMRM and Sage and Pegasus accounting systems.
This module extends the capabilities for dealing with repeat payments for Beneficiary organisations and has the following key features:
- Set up common award details and simply select these to attach to a beneficiary record
- Group your awards into categories for reporting and analysis
- Setup multiple awards per beneficiary
- See at a glance an overview of the beneficiary including the total award and the amount still to be fulfilled
- Set up unlimited payees against each beneficiary
- Pay by any payment method including cheque and direct credit.
- Utilises the EnterpriseMRM Banking Module to validate bank account details upon entry
- Create automatic payment schedules, entire manual schedules or a mixture
- Create schedules based on daily, weekly monthly, quarterly, annually or lifetime awards - even term time awards are supported for students.
- Suspend individual awards or all awards quickly
- Conditional award support
- Quick and simple view of payments made against awards
- Full audit trail history from the benefiary record through to your accounting system
- Full payment authorisation system prior to payments being generated
The Gift Aid Module is a pre-requisite for this module. |
Membership
