The process of managing investments and donations can be a heavy burden. Let Kadince software do the heavy-lifting. Input investments as they happen. Collect donation requests using forms. Automate approval tasks and CRA reviews 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 being CRA exam ready…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.
Record investments to a central system. Give CRA specialists a place to record qualifying CRA investments. Customize log-in accessible forms to control data-collection fields, instructions, and disclaimers.
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 an investment.
Collect investments internally with your intranet. Give employees a central place to record CRA investments. Customize intranet 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 potentially-qualifying CRA investments 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.
Review potentially-qualifying CRA investments for CRA eligibility. Mark investments as CRA eligible or not CRA eligible. Assign CRA review tasks to appropriate people at appropriate times.
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.
(Formerly River Valley Bank)Ellie / Marketing and Public Relations Director
Matt / Marketing Specialist
Danielle / Vice President Marketing Director
Amber / Graphic Designer
David / EVP, Director of Marketing
Scott / SVP Marketing