How Fundraising integrates with other features

The Fundraising feature integrates with other iMIS features in the following ways:

Customers

• 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 Fundraising tab of the Customers history area
• Adds new records in the permanent customer file with newly entered contributor name and address data

AR/Cash

• Automatically generates accounting entries corresponding to all Fundraising 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