AISA and Society Manager - A Brief Overview

The Master List with its attributes, links and user-defined tables is the basic database and administrative tool for your organization. Go to Administrative Functions Overview for details.

Membership database Dues - tracking and collection Subscription management Advertising Time tracking and reporting

Communications features Committee information Education and certification Fund raising Statistics and record keeping

Membership Database Up to 6 addresses and ten phone numbers per record Company URL, fax, phone & 2 e-mails Unlimited capacity to record additional details, dates and descriptions relevant to your organization Limit user access to selected records Specify links and relationships between records User-customizable data entry screens Search on any combination of fields and attributes Create complete profiles of individuals and organizations Pull unlimited numbers lists or rosters from data base Record, seach on and report any demographic or other data you can imagine Dues Tracking & Collection Creates either dues renewal notices or invoices at your option Repeat billing options - monthly, quarterly, annually can be defined Generates late payment reminders, suspension notices Dues revenue, lapsed members, renewed members, new and renewed member revenue reports Subscription Management Publication details and subscription rates Start date and "paid through" dates Invoice and track subscription payments Print renewal notices Time Tracking & Reporting Track time for staff, volunteers, instructors Monitor and compare time on a project by project basis Print time management reports "Service" type inventory items automatically update time management table Statistics and Record Keeping Random record order generator for sampling, surveys - e.g. pick 300 randomly selected records from your 5000 associate members Create, update and report unlimited numbers of statistical data fields Export data to spreadsheets

Communications Features Generate broadcast or targeted e-mail messages from within the program Unlimited mail merge capability - not just names and addresses Prints individual labels or lists of labels Report generator can create and send faxes directly from program Telephone canvass lists on hardcopy or interactive display Record time, date and summary of phone conversations during conversation Place follow-up commitments on to-do list with automatic reminders Committee Information Unlimited numbers of different committees Record dates, locations, times of meetings Record committee and sub-committee rosters Send notifications, correspondence via email or fax to committee and sub-committee memberss Education and Certification Register students for courses Record CE histories and credits Track and record payments Record instructor histories and qualifications Track work and/or education history for certification Print certification status reports for all members Fund Raising Raise and track pledges Manage events with full or partial tax-exemptions Use fax, mail and e-mail for fund-raising Track pledges and print status reports In-kind and cash pledges Document income and issue receipts Receipts may be gross amount or net of taxable benefit amount

The Accounts Receivable, Accounts Payable, Sales Order Entry and Event Registration functions link the master list with the General Ledger. Go to Accounting Functions Overview for details.

Accounts Receivable General Ledger

Accounts Payable Inventory Management

Accounts Receivable Transactions (inventory, POS, sales order or event) automatically update the A/R ledger A/R transactions automatically update the General Ledger Generate invoices and receipts Unlimited distribution on transactions POS and Sales Orders automatically handle up to nine different sales taxes on each transaction Multiple projects in a single transaction Reports - Aged accounts receivable, activity summary and detail, POS X-report, receipts journal, bank deposit General Ledger Multiple open periods and full audit trail Advanced query function General Ledger updated automatically by A/R and A/P transactions Compare actual and budgeted figures Balance sheet to printer or spreadsheet Income statement to printer or spreadsheet Import budget data from Lotus, Quattro or Excel Produce income statements and balance sheets for projects

Accounts Payable Separate accounts payable ledger for each master list record Transaction detail and summary on line One step refunds for cancelled courses, returned items, etc. Print cheques and create payment transactions in one step Partial and progress payment cheques supported Reports - aged accounts payable, purchases journal, cash disbursements journal, cheque preview, cheque register Inventory Management Record cash and "on account" sales Print valuation reports for inventory in stock Sales detail for inventory items available instantly Asset and expense management of stock on hand handled automatically Print sales or re-order reports Three sales order entry interfaces available - master list sales order, inside sales order entry and touch-screen cash register Personal service, non-stock, stock and serialized inventory items definable Inventory items have attributes for unlimited definition of item properties, descriptions, measurements, etc.

The Events Management package in Society Manager tracks every detail of any series of activities such as conferences, tournaments, seminars or courses. Go to Events Management Overview for details.

Facilities management Trade shows

Conference management

Facilities Management Track facilities and bookings Print facilities table and notes Trade Shows Record details of trade booths available Record details of booths booked Invoice and track booth payments Print booth specifications and bookings Print show guide

Conference Management Unlimited numbers of events managed simultaneously Unlimited numbers of packages and activities per event Pick event, package and optional individual activities from a single screen Event registrations automatically create A/R transactions as required Registrations may be cash, credit card, billed to customer or billed to third party Print invoices and record payments Print conference badges with name, organization on face, scheduled activities on rear, receipt on tear off fold Print roster lists with payment status Print roster lists by activity Print income statements by event Track hotel bookings

Society Manager and AISA Affordable, Powerful Solutions for Small Business Please contact us at Asseance: sales@asseance.com