One of the key responsibilities of any association is keeping their books in order. Not only is this important in managing their day-to-day finances, but it is also a useful tool for their board of directors in making strategic decisions and meeting year-end reporting obligations. Unfortunately, keeping track of invoicing, banking transactions and everything else can be a complex, painstaking and time-consuming job. Many of the tasks involved are repetitive, and the risk of error is high. All the more reason to adopt a management system, like the one available through Membri 365, to simplify and streamline administrative operations.
Integrating your association’s CRM system and your accounting software is easier than think. (We promise!)
With Membri 365, most of your transactions are created right in the system, using your existing CRM and member records. Once you have finished entering new information in Membri 365, it will automatically be transferred over to the accounting system you use. No more manual double entries! Here’s an example of how this will revolutionize some of your routine tasks: when comes time to renew your memberships, Membri 365 will not only generate and issue all of the corresponding invoices, but it will also upload the corresponding numbers to the accounting system of your choosing so your books are up to date. And you have nothing more to do! Everything is processed automatically. Just think of how much time and hassle that will save you!
This short video provides an overview of some of Membri 365’s most popular features.
What kind of transactions can be synchronized using Membri 365?
Integrations are available for:
Creating a client subledger
Select journal entries.
Which accounting systems are compatible with Membri 365?
Right now, Membri 365 supports these accounting systems:
Acomba Accounting Suite
Our R&D team is constantly adding new features to accommodate our clients’ needs and requests. If you are using another accounting system that is not listed above, let us know and we will check into the possibility of developing a bridge linking your software with Membri 365.
Which accounting system is best for you?
Sage 50 and Sage 50cloud: These are made for smaller associations and are among the most popular products on the market. The way these systems are built, however, make some automated transfers impossible. For example, payment transactions cannot be sent from Membri 365 to Sage 50 or Sage 50cloud, which means that some information has to be manually rekeyed.
Sage Accounting: This system is built specifically for small and medium-sized organizations. All of the transactions created in Membri 365 can be transferred to this version of Sage. However, payroll management is not yet supported by Sage Business Cloud Accounting, which is good to know if your association needs this feature. Otherwise, this is one of the best solutions for associations.
Sage 300: This is a great tool for larger nonprofits and is compatible with all Membri 365 transactions. Note, however, that this applies to the network version of Sage 300 and not the cloud version.
QuickBooks: QuickBooks accounting software is made for smaller businesses and organizations. In our humble opinion, it is one of the best alternatives available for associations: it is easy to use and manage, it has a wide range of useful features and transactions can be transferred to Membri 365 without a hitch.
Microsoft Dynamics 365 Business Central: This an enterprise resource planning system for larger organizations. It is entirely compatible with Membri 365. Business Central also offers multidimensional accounting, which means you can limit the number of balance sheet items you use, a feature that is also supported by Membri 365. Note that the accounting component of Business Central is a strictly cloud-based system. The fact that it is part of the Microsoft family, like Membri 365, is also worth pointing out here. This is absolutely our first choice for larger associations.
Acomba, Acomba X and Avantage: These systems are designed specifically for use by small and medium-sized organizations. The core technology is on the older side, but all the transactions entered into Membri 365 will transfer to them automatically. If you are still shopping for an accounting system, however, we would recommend looking into other, more technologically advanced options that will grow with your organization.
Why is it so important for your CRM and accounting systems to talk to each other?
If you’re looking for a truly end-to-end workflow that incorporates everything from sales and marketing all the way through to accounting and reporting, you need both systems to be in sync. By getting these systems to work together automatically, you’ll be making the various processes handled by your association that much easier and faster to manage.
Once the contact and membership information from your databases is connected to the client and billing features of your accounting system, and all your automated renewal settings are entered, you can sit back and enjoy:
A lighter administrative workload
Fewer errors to solve (and fewer headaches to nurse!)
Considerable time savings
Better communication and greater cohesion between your teams.
So what are you waiting for? The tools to get your association running more smoothly and efficiently are available now. Get started today and put your organization on the path to long-term growth and prosperity.
At Vendere, optimizing your business processes is our purpose and our passion.
Let’s talk about what your association’s needs are and how our solutions can help.
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