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The Financial Screens in SOS give you all you need to manage your finances. The Management screen features several incredibly useful functions of the system:

  • Accounts Receivable Screen
    • Create Dues Invoices, School, One-time, long term invoices and supplemental invoices
    • Invoices can allow for anywhere from 1 - 12 installment payments a year
    • Bill and invoice individually or by group
    • Track Cash receipts, by member, fund
    • Create acknowledgement letters to receive confirmation of payments.
    • Create reports by any of the funds
    • Automatic disbursements to G/L account and members detailed account receivable.
    • Keep tracks of all pledges and donations by category.
  • Detailed member statement Screen
    • Installment schedule
    • Past Due analysis
    • Notes on statement
    • Payment history
    • User Defined messages on statement
    • Display aging schedule
    • Enter credit card payment options
  • SOS Billing Items Screen
    • Add and Update billing Items
    • Transmits info directly to your G/L
    • Enter and Change G/L structure
  • SOS Billing Groups Screen
    • Setup billing groups to bill similar members simultaneously
    • Members can be assigned to one or more groups.
    • Can be used to create invoices per billing group
    • Reports can be run by billing group
  • Financial Summary Screen
    • Display a member’s invoice and payment history
    • Results can be printed or exported to Excel
  • Payments Screen
    • Apply payments to any invoice
    • Auto pay feature to apply an amount to invoices
    • Change accounts and batches without leaving the screen
    • Add cash receipts
    • Display past summary and installment schedule
  • Management Reports Screen - features several reports including:
    • Account Receivable aging
    • Batch Reports by date or batch number
    • Cash Flow by month
    • Deposits by Member
    • Donations by Member
    • Donations by Year for past 3 years
    • Invoice details by Billing Item
    • Invoice details by Billing Group
    • Invoice details by G/L account
    • Member Invoice History
    • Payments by Date or member
    • Past Due by Member
    • End of year tax letter

Other Applications

The following applications are designed to work hand-in-hand with Financials Screens:

"Financials Screens" is part of the SOS line of products, developed by Ansin Technology Group.

Related Products

The following software product lines are also offered by Ansin Technology Group: