Finance & Dues · Foundations & Associations
Membership & Dues Management
For organisations that live on member dues and have to show where the money went.
- Modules
- 25
- System addresses
- One installation in production; a second in design
Screenshots
Names and amounts in the screenshots are blurred.
The problem it solves
Dues are usually kept in a book or a spreadsheet held by one committee member. When the committee changes, the payment history goes with them, and members lose their reason to trust the figures. The record now sits in a database, with a dashboard members can open themselves.
System flow
- 01
Enrolment
Members are enrolled; family card data is read automatically by OCR
- 02
Rate setting
Dues rates are set by membership category
- 03
Invoicing
Dues invoices are issued on a cycle and sent to members
- 04
Payment
Payments are recorded and arrears surface automatically
- 05
Benefit request
Members request benefits, ambulance, or other assistance
- 06
Verification
The committee verifies eligibility
- 07
Disbursement
Assistance is paid out and posted to the ledger
- 08
Transparency
Financial reporting is open to members
Modules
Modules are grouped the way the system actually works, each with its function spelled out.
Membership4 modules
- Member Records
- Master member records with active status
- Family Cards
- Household members recorded under one card
- Automatic Card Reading
- OCR reads the family card so nothing is retyped
- Committee
- Committee structure and terms of office
Dues & Finance5 modules
- Member Dues
- Invoices and payment history per member
- Dues Rates
- Rates by membership category
- Payments
- Receipt recording with proof of payment
- Charitable Ledger
- Separate books for religious charitable funds
- Donations
- Donations outside regular dues
Social Services4 modules
- Funeral Services
- Recording of funeral and burial services
- Welfare Grants
- Grant disbursement with recipient registers
- Ambulance
- Ambulance requests and scheduling
- Cooperative & Property
- Management of the foundation's business units
Transport Levies8 modules
- Routes
- Transport routes and their levy rates
- Vehicles
- Member fleet with document validity
- Operators
- Transport companies the vehicles belong to
- Offices & Territories
- Collection territory allocation
- Monthly Levies
- Recurring charges per vehicle
- Accident Insurance Levy
- The mandatory accident insurance component
- Payment Methods
- Available payment methods and channels
- Invoicing & Reconciliation
- Invoice issuance and collection summaries
Reporting4 modules
- Financial Reports
- Reports on funds received and disbursed
- Transparency Dashboard
- A financial summary members can see
- Member Notifications
- Payment reminders and announcements
- Users & Access
- Committee accounts and their authority
Technology, in plain words
- Next.js
- A framework that builds site screens so pages open quickly
- NestJS
- Keeps server code organised and maintainable
- Prisma
- A bridge so code reads and writes the database safely
- OCR
- Reads text out of a photo or a scan
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