Finance

The Finance section provides comprehensive financial management capabilities, enabling organizations to easily manage daily financial batches, invoices, and adjustments with integrated payment processing.

Global Payments gateway

Key offerings include next-day funding, online ACH reconciliation within iMIS EMS, and the Decline Minimizer tool (North America only) that retrieves updated credit card data nightly. The system supports eChecks, bank drafts, and recurring payments through AutoPay integration.

PCI compliance is simplified through a streamlined validation process completing in as little as 15 minutes.

Accounts receivable

Process cash, check, and credit card transactions against open receivables or as advance prepayments. Organizations can manage refunds from credit balance items and support multiple independent entities with separate cash accounts.

Add-on features include deferred income automation for dues, subscriptions, and event registrations, with automatic income recognition as earned.

AutoPay

Enable automatic renewal of membership fees and recurring donations using stored payment methods. Configuration options allow organizations to set AutoPay as off, opt-in, opt-out, or always-on during enrollment. Members can discontinue automatic payments at any time, and staff can manually add participants or preview pending collections.