Daxko Operations Features

Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

The layout of the invoice template is fully customizable and you can add or remove fields.

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

The system automates the dunning process to help drive collections

Steamlines data entry by auto populating recurring or predefined vendor values

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

Creation, processing, verification, and execution of invoices till the payment is made

Create, send, and track purchase orders and their statuses

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Electronically collect payments for goods or services

Electronically collect payments for goods or services

Accept and process credit card transactions

Allows users to customize their home page to display the information relevant to their role and tasks.

Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes.

Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends.

Provides standard templates for letters and emails and/or allows users to create their own.

Creates custom fields to track information about donors or gifts that is specific to an organization.

Generate one-off reports that meet information requirements

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Tracks action steps and notes for each prospective donor in the donor pipeline.

Records gift pledges and updates remaining amount based on installments.

Allows electronic files to be uploaded and stored within donor profiles.

Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors.

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

Upload, track, and submit receipts in a central database

Manage, store and organize emails within the system or via third-party apps

Manage volunteer information and direct volunteer resources

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Ability to match gifts through the system

Schedule and manage the logistics of activities and other gatherings

Monitor application statuses, proposals and award funds

Manage attendance for classes, shifts, meetings, or events

Manage, organize, and store contact information

Track commitments to donate in the future

Store, manage and track all forms in a centralized location

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Stores event registration and ticketing information collected through online forms or manual data entry.

Downloads gift information from integrated fundraising tools into donor profiles.

Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation.

Track and document all activities across devices, networks, and other systems

Track and view detailed financial donation history made by contacts and members

Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes.

Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders.

Enables gift acknowledgment and letter and electronic communications with constituents.

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Analyzes effectiveness of an organization's various marketing activities

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Manage, store and organize emails within the system or via third-party apps

Manage a group of members established for coordinating plans, programs, or other initiatives

Track and manage schedules and meetings via an integrated calendar

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

Manage volunteer information and direct volunteer resources

Manage, organize, and store contact information

Activities related to raising money for a specific cause

Create, manage and track all task activities and progression

Store, manage and track all forms in a centralized location

Database of members to track personal information of individuals and families

Create, design and manage workflows for repetitive tasks

Automates activities and reminders for each of your prospects to help move them along the donor pipeline.

Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records.

Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.

Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports.

Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs)

Allows users to schedule automated reports to be pulled at a specified day and time.

Alter the layout and content of reports

Provides fund accounting support to track payments receivable and pending.

Supports online donation and event registration processing and imports fundraising data into records.

Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure.

Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation.

Schedule and manage the logistics of activities and other gatherings

Creates sports league rosters and game schedules, and tracks team scores.

Automates online creation and registration for classes and activities, with customizable fields for required information, payment, and waivers.

Supports text and email messaging to visitors for communicating confirmed registrations and upcoming offerings.

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression

Manage and monitor rental payments, coordinate any tenant alterations, and handle lease amendments

Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event

Manage and track all internal and external communication conducted via calls, email, text, or chat

Create, update, and manage bookings, itineraries, and reservations

Track, store, and access client contracts or licenses

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Manage, store and organize emails within the system or via third-party apps

Record, update and manage waiting lists

League/Team Management

Allows visitors to reserve recreation center rooms or campground sites, and displays current availibility for sites.

Manages instructor lists and pay rates, and allows activities to be sorted by assigned instructor.

Manages all programmed membership levels, facility access, and card printing and scanning.

Provides intelligence to make the right inventory purchasing decisions.

Processes registrations, sells merchandise, and books facilities from the same centralized POS screen. Either provides POS functionality natively or integrates with dedicated POS tools.

Monitors all merchandise and equipment inventory for rentals and sale, and tracks vendors.

Creates invoices and automated custom payment plans, and stores credit card information.

Integrated or built-in billing calculated by customer usage levels of a product/service

Creating, assign, and track jobs and/or tasks for work orders

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Plan, manage, and track the financial activities of an individual or organization

Allow customers/users to submit support queries and service requests

Managing renters, rent payments, maintenance workflows & documents.

Track and manage schedules and meetings via an integrated calendar

Automate workflows and trigger campaigns based on customer actions

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Store, manage, and track all electronic documents in a centralized location

Streamline, automate and manage the rental of properties, facilities, assets, or equipment

Track employee schedules, availability, and performance across projects and tasks

Manage, maintain and track the performance of assets and equipment

Manage the maintenance of building facilities

Manage attendance for classes, shifts, meetings, or events

Manage volunteer information and direct volunteer resources

Schedule and manage the logistics of activities and other gatherings

Provides standard and custom reports to monitor revenue, visitor influx, and other key metrics.

Enables users to customize online portals and sites to fit public branding.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Integrate with a third-party accounting system

Seamlessly integrates with 3rd party websites

Automates member billing, recurring payments, and renewal reminders.

Manages member profiles and updates personal data in a centralized system.

Allows members to view/update their profiles, renew membership, and access resources online.

Private online space that lets businesses securely share documents and provide information access to clients

Online portal through which end users can access the system, manage tasks, or obtain information

Offers shared calendars and scheduling for club activities, meetings, and sessions.

Records and reports attendance for events, classes, or club activities.

Manages event registration with custom forms and tickets.

Allocate and manage resources, such as employees, equipment, facilities, and other assets

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Manage attendance for classes, shifts, meetings, or events

Schedule in-person or online classes

Plan an event's time and location

Automatically create schedules based on business needs or employee availability and qualifications

Accepts secure payments, issue invoices, and reconcile transactions.

Integrates with a POS system for on‑site sales, F&B, retail, or facility bookings.

Generates financial and operational reports for budgeting, trends, and forecasting.

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Electronically collect payments for goods or services

Set up connections to third-party platforms to improve business processes

Provides forums, directories, or tools for member interaction and networking.

Sends automated or segmented communications to members via email/SMS.

Provides mobile access for members and admins to engage and manage on the go.

Receive data and information in real time

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Create budgets based on historical data and future projections

Use AI to generate content in the form of text, images, videos, etc.

Upload, track, and submit receipts in a central database

Generate reports to assess the financial performance of an organization

Centralized accounting record which tracks all financial transactions

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track and manage adherence to policies for any service, product, process, or supplier

Provides a channel for team members to share media files, communicate, and work together

Set up connections to third-party platforms to improve business processes

Manage and track recurring gifts

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Alter the layout and content of reports

Track and view detailed financial donation history made by contacts and members

Pre-designed layouts that can be customized to match preferences and requirements

Monitor and record expenses such as purchases or charges incurred

Track outstanding invoices and the money owed from clients

Print paychecks issued to confirm payment of wages or salary

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

A financial statement that lists a company's accounts and details the account type and balance

Manage employee salary processes, data, taxes, and records administration efficiently

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Application programming interface that allows for integration with other systems/databases

Active reporting of data and metrics

Compare and match accounting/financial records with corresponding bank statements

Manage allocation and performance of financial assets

Manage and handle various international currencies

Monitor application statuses, proposals and award funds

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Plan, manage, and track the financial activities of an individual or organization

Track money owed to a company's creditors/suppliers

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create, manage, and send invoices or bills to customers

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Access software remotely via mobile devices

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Track and document all activities across devices, networks, and other systems

Create, design and manage workflows for repetitive tasks

Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Log and record hours worked and costs spent to assist in billing and invoicing

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Manage and track financials on a project-to-project basis

Calculation of consumption tax imposed on the sale of goods/services

Manage, organize, and store contact information

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Software specialized for non-profit organizations

Integrate with a third-party accounting system

Outlet for members and visitors to submit donations electronically

Access software remotely via mobile devices

Create and send email blasts/campaigns

Customize contracts and forms to collect specific information

Add customized logos and colors to align with company branding

Review data from past periods to reveal recurring tendencies

Application programming interface that allows for integration with other systems/databases

Manage and track recurring gifts

Customize data fields to support various needs and use cases

View and track pertinent metrics to find patterns and gain insights from data

Software specialized for non-profit organizations

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Ability to make a donation from a mobile device/app

Alter the layout and content of reports

Manage tickets for specific events

Set up connections to third-party platforms to improve business processes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Plan and strategize marketing campaigns

Define levels of authorization for access to specific files or systems

Adjust communications based on previous interactions or personal preferences

Accept and process credit card transactions

Accept, record, and reconcile financial transactions

Use AI to generate content in the form of text, images, videos, etc.

Import and export data to and from software applications

Use AI to generate content in the form of text, images, videos, etc.

Electronically collect payments for goods or services

Schedule predetermined or ad hoc maintenance services and labor requests

Process of a guest arriving at and departing from a hotel, resort, or any hospitality establishment

Organize and group data or items based on various criteria

Access software remotely via mobile devices

Tracking previous payments, the next due payment and regularity in monthly rent collection from tenants

Centralized database to track details of properties (including lease, tenant, and owner information)

Evaluate the criminal, financial, and employment history of tenants

Pre-designed layouts that can be customized to match preferences and requirements

Import, collect, and capture data from multiple sources

Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.)

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Collect payments from tenants via online or offline mode, create recurring schedules and send reminders

Dedicated portal for tenants to submit their queries or maintenance requests, pay rent & interact with staff

Creation, processing, verification, and execution of invoices till the payment is made

Digitally sign online documents

Addition of necessary external data, applications, tools, or features

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Automated reminders and confirmations for booked appointments and events via text or email

Primarily serving affordable houses such as fixed caravans, cabins, tents and trailers

View and track pertinent metrics to find patterns and gain insights from data

Track interaction history by documenting conversations for contacts

Store and access documents, forms, and photos in one centralized place

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Customize contracts and forms to collect specific information

Track the status of assets and whether they're checked in or out

Seamlessly integrates with 3rd party websites

Alter the layout and content of reports

Record customer information, purchase history, and other notes

Schedule in-person or online classes

A collection of customer information such as contact details, demographics, previous interactions, etc.

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Timed notification for any upcoming task, deadline, appointment, or activity

Send messages via SMS

A list of events with their respective dates

Plan an event's time and location

Create, manage, and send invoices or bills to customers

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Application programming interface that allows for integration with other systems/databases

Manage tickets for specific events

Online portal through which end users can access the system, manage tasks, or obtain information

Scan barcodes to ensure accurate pricing and label tracking

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Track the location of specific equipment at all times

Send messages via SMS

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Built-in website builder or integration with third-party site

Book meetings and appointments through a website or digital platform

Manage, store and organize emails within the system or via third-party apps

Accept and process customer payments for products or services using hardware and software

Database of members to track personal information of individuals and families

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Alter the layout and content of reports

Record customer information, purchase history, and other notes

Manage various aspects of appointments including booking, rescheduling, canceling

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Organizing a group of people to accomplish a task

Manage the instructor/teacher's schedule, tasks, responsibilities

Track employee schedules, availability, and performance across projects and tasks

Track and manage schedules and meetings via an integrated calendar

Use AI to generate content in the form of text, images, videos, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Create, update, and manage bookings, itineraries, and reservations

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Track and manage inventory levels to maintain proper supply

Add customized logos and colors to align with company branding

Timed notification for any upcoming task, deadline, appointment, or activity

Manage contact details and communication with clients

Accept, record, and reconcile financial transactions

Allow organizations to streamline the check-in process for visitors.

Accept and process credit card transactions

Schedule and manage the logistics of activities and other gatherings

Pre-designed layouts that can be customized to match preferences and requirements

Accounts held by members of an organization

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Automate workflows and trigger campaigns based on customer actions

Customize contracts and forms to collect specific information

Import and export data to and from software applications

Application programming interface that allows for integration with other systems/databases

Access the system via a mobile application

Gauge satisfaction and receive information for improvement and success

Comprehensive list that contains information and details of all the members associated with a particular organization or group

Pre-made examples and templates for emails

Manage the enrollment and onboarding of all new members and accepted applications

Define levels of authorization for access to specific files or systems

Registration process to become members by providing relevant information and agreeing to terms

Handle various types of membership based on groupings

Create and send email blasts/campaigns

Search and filter data across systems to locate required information by entering keywords or certain criteria

Track and view detailed financial donation history made by contacts and members

Import and export data to and from software applications

A collection of customer information such as contact details, demographics, previous interactions, etc.

Track and manage the scheduling of tasks

Pre-made examples and templates for emails

Application programming interface that allows for integration with other systems/databases

Software specialized for non-profit organizations

Notifications that are delivered to users as soon as an event occurs

Define levels of authorization for access to specific files or systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Customize data fields to support various needs and use cases

Track delivered, received, and opened emails

Track interaction history by documenting conversations for contacts

Track and document all activities across devices, networks, and other systems

Use AI to generate content in the form of text, images, videos, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Plan and strategize marketing campaigns

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Store and organize documents in a centralized system

Access software remotely via mobile devices

Group campaigns by project, client, or campaign for better management.

Customize contracts and forms to collect specific information

Electronically collect payments for goods or services

Pre-designed layouts that can be customized to match preferences and requirements

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Accept and process credit card transactions

Web form that allows users to enter data that is sent and processed for different reasons