The process of collecting, approving, fulfilling, and reporting on donations can be a heavy burden. Let Kadince software do the heavy-lifting. Collect donation requests using forms. Automate approval tasks and accounting assignments with workflows. Stay informed through email notifications. Track pending, approved, and declined donations with dashboards. And build and share reports with others. Most importantly—sit back, relax, and enjoy making your community a better place…with Kadince.
Report builder helps turn raw data into useful reports. Use filters to sift through data to find a specific service hour or group of hours. Arrange columns to show the most important bits of data. Show relationships and summaries of related hours with grouping. Analyze data by displaying the sum, average, count, maximum, minimum, or distinct instances of field details. Save your reports and refresh them as new data is collected with Kadince.
Sharing reports is the end-game of everything that happens in Kadince. Download CSV files of reports to save or share with others. Print reports on paper or save as a PDF. Share complex reports with others to prevent double-work in building reports. Build bar charts, pie charts, big-number graphics, or a simple table to display on your dashboard. Share specific widgets on your website or intranet without having a deep knowledge of programming. Confidently share exam-ready reports with management or regulators.
Collect donation requests internally with your intranet. Give employees a central place to log donation requests coming from the community. Customize intranet accessible forms to control data-collection fields, instructions, disclaimers, and branding.
Create and assign custom tasks. Custom tasks can be anything. Create a task, give it a due date, and assign it to someone. Add in notes, descriptions, and attachments for a more detailed task. Associate a custom task with a donation request.
Collect donation request from the community using a link on your website. Customize website accessible forms to control data-collection fields, instructions, disclaimers, and branding.
Notifications help everyone stay on task. In-app and email notifications keep you in the loop. Notifications will remind others of incomplete tasks. Reminders will continue daily until no tasks remain. Notifications make it so nobody has to be the “nag.”
Route donation requests based on any number of conditions. Auto-assign tasks to the proper people. Automated workflows save time and money by automating routine tasks.
Say goodbye to long email chains and lost conversations. Keep the conversation focused. Questions, comments, and ideas are all kept within the comments thread. Privately or publicly message colleagues, attach files, or add a comment to the record.
Route donation requests through the proper approval process. Ensure the right people see and approve each request. Choose between unanimous, majority, or “one-of-many” approval options. Track approved and declined requests for future reporting.
Prevent finger-pointing and preserve a history of changes with the activity log. The date, time, username, and changes made are all recorded in the activity log. The activity log creates an audit trail of attachments as well.
Audra / EVP, Marketing
Danielle / Vice President Marketing Director
Yury / Internet Marketing Manager
David / EVP, Director of Marketing
Adam / SVP Commercial Services
(Formerly River Valley Bank)Dawn / CRA Officer